Contents

• Overview
• Step-By-Step Instructions
  • View Expenses
  • Log an Expense & Request Reimbursement
  • Track Reimbursement Requests
    • Expenses Tab
    • View Expense Details
• Related Articles

Overview

This step-by-step guide shows applicants how to request reimbursement for eligible expenses in Next.

Step-By-Step Instructions 

View Expenses

1. Click Your Awards in the top menu. 
   
   
    
2. Click View Award to open an award. 

3. Click the Financials tab. 

4. In Financials, click Expenses on the left-hand menu. 

5. Click + Log Expense in the upper-right corner.

Log an Expense & Request Reimbursement

1.  In Log Expenses, enter all required fields. 
   
   

a. Enter a Title and optional Description for your expense.

b. Enter the Date of the expense report.

c. In the Line Item table:

• Select the Date of the expense
• Select the budget Category (e.g., personnel, travel, equipment)
• Select Expense Type
• Enter the Employee/Item/Vendor name
• Add a Description of the expense
• Enter the Amount
• Click the paperclip icon to attach receipts or supporting documentation

2. To add more line items to the same submission: Click +Add expense line item at the bottom of the screen, then repeat the steps above.

3. When finished adding expenses, click Request Reimbursement in the upper right corner. 

⚠️IMPORTANT: If you leave the Log Expenses screen before clicking Request Reimbursement, your line items will not save. 

4. A confirmation message appears in the bottom-left. The Status updates to Submitted. 

Track Reimbursement Requests

Expenses Tab 

1. You can track all your submitted expenses from the Expenses tab. 
   
   

• Expense Statuses:
  • Submitted: Successfully submitted and awaiting review
  • In Progress: Under review
  • Completed: Payment processing
  • Action Pending: Changes needed (see comments for details)

View Expense Details

1. To open an expense and see more information, click the hyperlinked title in the Expense Title column.
   
   

• From here, you can see details for the line item(s) you submit, including the Status of each line item. 
  
  
   
• Line Item Statuses:  
  • Submitted: Successfully submitted and awaiting review.
  • Under Review: Request is being reviewed
  • Approved: Request was approved
  • Revision Requested: Changes needed (For help, see ➡️How to Review a Revision Request and Re‑Submit an Expense)

Related Articles

➡️How to Review a Revision Request and Re‑Submit an Expense

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