Expenses - Data Acceptance Non-Medical

The Expense Category selected on the Expense List page triggers dynamic Expense Detail pages with differing required fields. Expenses paid by a third party should not be added to the Expense page. If a portion of the expense is paid by a third party, calculate the amount paid by the program person off system prior to entering the amount in KEES. For guidance on completing the data fields on this page see Expenses.

To add or update an Expense:

1. Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Select the + next to Financial from Task Navigation to expand the list of Financial Data Collection pages. Select Expenses from Task Navigation. The Expense List page displays.

2. Click the Edit button for the case person with a New indicator. The Expense Detail page displays.

3. Information reported via the SSP may be newly reported, updated, or duplicated information. The user has three options:

   • For a new Expense record reporting a new Expense Category or Type:

     • Click the Accept All button.

     • Click the Add button under the Contributors section. The Expense Contributor Detail page displays.

       • Click the Check All button.

       • Click the Accept button. The Expense Detail page displays.

     • Click the Add button under the Amounts section. The Expense Amount Detail page displays.

       • Click the Check All button.

       • Select a Verified value from the drop-down menu.

       • Click the Accept button. The Expense Detail page displays.

     • Click the Accept button.

   • For updated Expense Amount(s) reported on a known Expense record:
     
     NOTE: When the SSP provides  information that would constitute the creation of a Utility expense record, the information automatically maps in to KEES.

   • • Review both records to determine what new expense amount was reported.

     • On the Existing Record:

       • Add the newly reported expense amount. See Modifying an Existing Expense for instructions.

     • On the New Record:

       • Click the Reject All button. A Light Box displays the question: “The following data items have been rejected. Clicking “Continue” will confirm the rejection. Do you want to continue?”

       • Click the Continue button to proceed or the Cancel button to re-evaluate the data before proceeding.

   • For duplicate information reported for a known Expense record with the same expense amount:

     • Click the Reject All button. A Light Box displays the question: “The following data items have been rejected. Clicking “Continue” will confirm the rejection. Do you want to continue?”

     • Click the Continue button to proceed or the Cancel button to re-evaluate the data before proceeding.