Page Comparison

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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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Select the cost cards you want to remove by clicking the check box. Then click the x icon Dele in in the small button. 

You will be asked to confirm if you want to delete the selected cost card(s). This is permanent and cannot be undone. Click the Delete button to confirm.

Edit Cost Card

Click the down arrow icon next to the check box to "drill in" to a cost card and make your edits.

Once you have selected a cost card to edit, the cost card will open on your full page. Once you've made your edits and clicked Save in the top right corner, you will be returned to the expense document that the cost card is related to.

Edit Soft Cost Details

Click the pencil icon next to the Soft Cost Batch details to make in-line edits.

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