This article provides guidance on how to record diverse expenditures within your sales report. It walks users through selecting a certified vendor from the system, entering expenditure data, and submitting exception requests when vendors do not meet standard certification criteria. The goal is to ensure accurate and compliant reporting of diversity spend across recognized classifications.

1. At the top of your page click the Diverse Expenditures tab.

2. To add a diverse expenditure, click the Add Diverse Expenditures tab.

3. Click Get Diverse Firm from Database.

4. Perform a vendor search, on results page in right column click Select Vendor.

5. Input diverse expenditure data for the reporting period. If applicable add comments, then Save the record.

6. In the event the vendor you chose does not hold an eligible/recognized certification and you still want to count them toward your diverse expenditures. Then, you will be required to input an exception request for the diverse expenditure. This will include their assumed applicable classifications.

Users can add diverse expenditures by selecting certified vendors from the system database and entering relevant spend data for the reporting period. If the vendor does not meet recognized certification standards but should be considered for inclusion, the user can submit an exception request with supporting classification details. This process ensures that all qualifying diverse spend is captured while providing a mechanism for review and justification when vendor certifications fall outside typical parameters.