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a versatile tool for tracking expenses when other types don't apply |
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Watch Recurring Revenue Management Webinar (go to 37:10) for a quick demonstration on managing soft costs. |
Permissions and Settings
There are quite a few permissions that affect soft costs. As a soft cost is a type of expense document, you should review that help page so that you understand what higher level permissions inherit down to here.
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The expense document Flex Search allows you to find expense documents by type. See screenshot below.
Create
Go to https://app.projectorpsa.com/expensedocsearch. Or go to Financials | Expense Documents.
Modify
Find a soft cost. Then click on the document number.
Delete
Find a soft cost. Tick the checkbox for it. Click Delete.
Soft Cost Editor
Once you start modifying a soft cost, you can perform the following actions.
Add Cost Cards
Click the icon and fill the small button with the plus icon
, then fill out the cost card details that will be added to the soft cost batch document.
Remove Cost Cards
Tick off Select the cost cards you want to remove by clicking the check box. Then click the icon.
the x icon 
Dele in the small button.
Edit Cost Card
Click the icon the down arrow icon next to the check box to "drill in" to a cost card and make your edits.
Edit Soft Cost Details
Click the icon in the details section.
pencil icon next to the Soft Cost Batch details to make in-line edits.
After making your edits, click the save icon.
In Practice
Some common cases of using Soft Costs
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| Tip | ||
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Watch Recurring Revenue Management Webinar (go to 37:10) for a quick demonstration on managing soft costs. |