When a consumer reports no longer having a specific expense the existing record must be end dated. When there is a change in the Expense Type, the user must first End Date the existing record and then Add a new expense with the updated expense information. For example, when a Shelter Expense of Rent changes to a Shelter Expense of Mortgage, the Rent expense is end dated and the Mortgage expense is added.
Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click the Go button. The Case Summary page displays.
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Click the + beside Financial from Task Navigation to open the financial data collection pages. Select Expenses from Task Navigation. The Expense List page displays.
Click the Edit button for the expense record that is ending. The Expense Detail page displays.
NOTE: High-dated records and records within the last 3 months display on the Expense Detail page in the Contributors and Amounts blocks. Click the View button to view older records.
Click the Edit button for the appropriate record in the Contributors block. The Expense Contributors Detail page displays.
Enter the End Date using the <mm/dd/yyyy> format or the calendar icon.
Click the Save and Return button. The Expense Detail page displays.
Click the Edit button for the appropriate expense in the Amounts block. The Expense Amount Detail page displays.
Enter the End Date using the <mm/dd/yyyy> format or the calendar icon.
Click the Save and Return button. The Expense Detail page displays.
Click the Save and Return button. The Expense List page displays. To add a new expense record, see Adding an Expense or Adding a Utility Allowance.