Spend Tracking: Override versus Deactivate

Question -

What is the difference between overriding a spend and deactivating a spend?

Answer -

Override = choosing not to report for a specific jurisdiction

The Override flag listed in all individual spend records and by jurisdictional report, excludes the record from reports selected upon generation.

This can be at the state as well as federal level. Overridden spend will remain active in the system - which will prevent you from adding in duplicates of the same spend - and will appear on your exclusion report due to the override.

Deactivate = removing the spend from the list of active spend in your system

The ability to make a spend record inactive through the deactivate function excludes the record from all reports and inclusion in spend record totals. However, user is able to search for and view deactivated spend records - and reactivate them if necessary. Typically we do not suggest to deactivate a spend unless it was entered incorrectly into the system. Deactivating the spend may result in the same spend being loaded in the future and reported - as the system will not recognize it as being a duplicate of a deactivated spend. If however you entered the spend incorrectly, this may be exactly what you are looking for.