Skip to content
plural2
NPHCDA PFMO platform
  • Pages
    • userguide
      PFMO Platform User Guide
    • platformstructure
      Platform structure
    • pfmo
      PFMO module
      • collectdata
        To collect data effectively:
      • techdetails
        A few technical details
      • getstarted
        Getting started
        • dashboard
          Dashboard
        • phcoverview
          PHC overview page
        • documentchecklist
          Using the document checklist
      • generalinfo
        General Information
      • budgetstargets
        Budgets and Targets
        • clinicaltargets
          Clinical Targets
        • fintargets
          Financial Targets
        • infratargets
          Infrastructure Targets
        • hrtargets
          Human Resources
      • fiduciarymgt
        Fiduciary Management
        • recordexpenditure
          Record expenditure data
        • cashwithdrawals
          Cash Withdrawals
        • revenuecash
          Revenue and Cash Inflows
        • payrollrecords
          Payroll Records
      • programaticsupport
        Programmatic Support
        • monthlysummaryreport
          Monthly Summary Report
        • programsimplemented
          Programs Implemented
      • operationalmgt
        Operational Management
        • supplychainmanagement
          Supply chain management
        • facilityinfra
          Facility Infrastructure
        • operationalcomp
          Operational Compliance
        • hrdata
          Human Resource data
      • summary
        Summary page
    • pfmo
      PFMO module
      • fiduciarymgt
        Fiduciary Management
        • recordexpenditure
          Record expenditure data
plural2
NPHCDA PFMO platform
/
/
Record expenditure data

Record expenditure data

Enter the number of expenditure items and the total amount.
Upload the expenditure report document. You can upload PDFs or spreadsheets here.
Select the file format and upload the expenditure report document.
A preview modal will open; confirm and click Upload.
Once uploaded, click the “Extract File” button. This will automatically extract the relevant details and populate the table below, grouping items into their respective categories.
If an Excel file is uploaded, all expenditure items and amounts from the file will be extracted and displayed directly in the table.
If a PDF file is uploaded, the table will be generated, but you will need to manually enter the expenditure items and amounts into the table.
Add or update expenditure details: subcategory, item name and amount using the fields provided.
Upload supporting receipts, if you have access to these.
Toggle to confirm if the retirement document was submitted.

⁠
image.png
⁠
⁠

⁠
image.png
⁠
⁠
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.