Calculating expenses in proposal tab

Courtney Klein 2

My boss wants to be able to track a running total for expenses for events in the proposals tab so it becomes more automatic. I told him there can't be a negative number. Is there a way to do this that I don't know about or do we have to continue tracking running expenses in an excel document and inserting the total into the overview report?



Thank you. 

Nicole S

Just a question -- why are you tracking it on proposals instead of the event record?



And I have not seen a currency field where I could record a negative number to my knowledge.  You usually get an error code of "invalid amount".  You can search around on the KB though 



https://www.blackbaud.com/kb