Costpoint Online Help

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The Expense Report Form

The topic describes the data input options for entering an expense report.

You can enter expense report data in Wizard mode or in Expert mode. Click in the application toolbar to toggle between modes. In addition to the online Help, other available resources for learning about Expense Wizard include:

Wizard Mode

In Wizard mode, the tabs (for example, Purpose, Location, Default Charges, and Expenses) display on the left, and the navigation buttons (Exit, Continue, and so on) display at the bottom of the screen. The process of entering expense information is a more guided process, provided you move between screens by clicking the navigation buttons on each screen.

Additionally, tasks and subtasks related to entry of expenses do not display until basic information is saved the expense type is selected.

Certain schedules, such as Charge Distribution, Company Paid, and Non-Reimbursable, for example, do not display in Wizard mode.

Expert Mode

In Expert Mode, the tabs display horizontally across the top of the form, and there are no navigation buttons to move between sections. To enter data, you select the relevant tab, subtask, or section.

You can, for example, enter default charge information before completing fields on the Purpose tab. However, if you try to add an expense in Expense before you enter all the basic information and save the report, you will receive validation errors.

Therefore, entering report data in Expert mode requires more knowledge about the form and process. By contrast, In Wizard mode, you would enter the data in sequence, and a Save Report button would display after all the basic, required information was entered.

Additionally all subtasks display at all times. For example, subtasks related to entering expenses, display even if background information is not yet completed.

Note: The fields and options described throughout the Help are identical for both modes of entry. However, all references to the layout of the interface are described assuming you are using Wizard mode. Any important differences in function between the two different modes is noted in the description.

New Expense Report

When completing a new expense report, you will first enter background information and details, such as purpose, location, and default charge information. Fields that are configured as required are marked with a red asterisk.

After the basic information is entered the report is saved as a draft, you can begin entering expenses. In Wizard mode, you are guided through the expense entry, and you presented only with the data input fields that are relevant to the type of expense you are entering.