# Make an Expense Plan Current

Source: https://sites.veevavault.help/gr/sitevault/ctms/expenses-make-current/

**Who can complete this task?**
- Administrators and Site Staff with the Financial Management Extended Permission

Making an expense plan current activates vendor, personnel, activity, and stipend costs across participant visits. Once approved and set to _Current_, Vault automatically generates or updates **Payable Items** for eligible completed visits.

## **Make an Expense Plan Current**

To update the plan’s status, a plan must be in the _Draft_ status and an effective date must be specified.

1. Navigate to **Finance \> Budgets & Billing \> Select Study**.
2. Select **Expenses.**
3. Select **Edit** associated with the plan to update.
4. Select **Current** from the Status field dropdown in the top right.
5. Select the effective date and if needed, update the Description.
6. Select **Save**. Expense Plans are version-controlled; if changes are required after saving, you can create a new draft based on the current version.
7. Automated recalculating occurs. Review the Recalculation Summary to identify skipped visits (see below).

### Automated Recalculation

When an expense plan becomes current, SiteVault automatically reprocesses participant visits to ensure payable items match the updated rates:

- **Process:** SiteVault attempts to recalculate all participant visits completed **on or after** the plan’s effective date.
- **Skipped Visits:** SiteVault recalculation will **skip a visit** if one or more of the payable items have progressed to _Paid_. Skipped visits will require a **manual resolution**.
- **Locate Skipped Visits:** Once the background job completes, the user who set the plan to _Current_ receives an email and notification containing a link to the job summary file which lists the recalculation statuses.
- **Manual Resolution for Skipped Visits:** For each skipped visit identified, complete the steps below: 
  - Review the affected visit in CTMS.
  - Make updates as needed (status change, void, etc.)..
  - Manually toggle the visit status from _Incomplete_ back to _Complete_ to trigger item regeneration.

Schedules, Budgets, and Expense Plans are versioned independently; **if a schedule change impacts the costs and expenses associated with the study, you should update the Expense Plan**.