Expense Parents

Expenses can belong to campaigns, child campaigns, or expense groups (or they can stay unassigned)

Expense Parents

In Plannuh, an expense can belong to campaigns, child campaigns, or expense groups, or it can remain unassigned.

To begin assigning parents for expenses, navigate to the Expenses page, by clicking on the Manage tab in the toolbar at the top → Expenses → All Expenses. 

Following those steps, you should have landed on the Expense page which should look like this:

For the sake of demonstration, make sure you are viewing by expense list which can be changed with the “View by” button found in the upper left.

There are two ways to assign a parent to expenses in Plannuh. 

The first way is to select the parent from the expense details page within an expense. The ‘Parent’ field is located on the right-hand side of the expense details page directly above the designated area for ‘Tags’. From this Parent dropdown list, you’ll be able to choose from the campaigns, child campaigns, or expense groups in your account.

The second way is to navigate to the Expense page and make bulk changes by using the Actions dropdown on the far right-hand side of the page. 

1. Navigate to the Expense page (Manage on the toolbar → Expenses → All Expenses)
2. Select the number of expenses you’d like to assign to parents by clicking on the empty box on the left side of each desired expense
3. Click the Actions drop dropdown on the right-hand side of the page and click on ‘Change Parent’
   
4. From there, you’ll see a list of all your Campaigns and expense groups
5. To assign to a child campaign, be sure to click the arrow next to the parent campaign to reveal the child campaigns that reside within the parent campaign