Add or Edit Advertising Expenses

You can use the Advertising Expenses page to record, track, and report the expenses related to marketing, advertising, and other efforts to recruit students.

You can also add a new expense and edit an existing expense.

Prerequisites

You must have:

  • Common - Processes - View authorization

  • Admissions - Processes - Advertising Expenses - Manage authorization

If you want to edit an item and it is associated with more than one campus, you must have access to all the campuses. For example, if the item was configured so that it is available at three campuses and you only have access to two of the campuses, you can view, but cannot edit it. (When you add an item, you can only select campuses where you have access.)

Access Method

Select the Processes tile > locate Admissions in the tree > select Advertising Expenses.

Procedure to Add or Edit Items

  1. If you want to:

    • Add a new list item, click the New button on the toolbar and go to New Advertising Expense.

    • Edit an existing list item, click the name in the list.

  2. Specify or change the following values:

    Advertising End Date Closed Date on which the advertisement ended.

    Advertising Start DateClosed Date on which the advertisement started.

    Advertising TimeClosed Time that the ad occurs on radio or TV.

    AmountClosed The amount in dollars.

    CampusClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

    CategoryClosed The category for advertisement is decided by your institution.

    Invoice Date Closed If there was an invoice, the date of the invoice.

    Invoice NumberClosed If there was an invoice, the number on the invoice.

    Prospect SourceClosed The source of the prospect specified on the Student Profile or inquiry. The values are configured by your institution and they indicate how a student heard about your institution. If you are specifying the value, the program displays a dialog that you can use to select more than one prospect source, vendor, or sub vendors.

    Prospect VendorClosed The vendor for the prospect specified on the Student Profile or inquiry.

    Sub VendorClosed The sub vendor for the prospect student as decided by your institution.

  1. If you want to save and: 

    • Continue making changes, click the Save button

    • Continue to add another item to the list, click the Save & New button

    • Close, click the Save & Close button