Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Outstanding Expenses

The Outstanding Expenses table displays expenses that are available to claim on the expense report.

In Wizard mode, the Outstanding Expenses tab displays after you add the expense type, if any outstanding expenses are available. In the Outstanding Expenses table, click the Select check box next to the expense you want to add.

In Expert mode, the Outstanding Expenses Lookup field displays on the Details tab. In Lookup, click the row that contains the expense you want to add and clickSelect.

The expenses that display in the table were either imported from credit card feed, uploaded through Expense Capture in Mobile Expense, or manually added in My Outstanding Expenses. Many expense details auto-complete after you select an expense, and if attachments already exist, they are automatically added as well.

Note: The list of expenses may include those that are categorized as "Other." Typically, these are miscellaneous pertaining to the type of expense you are currently adding, and should possibly be expensed as different type of expense, such as car rental, lodging, or transportation.

You are not required to select an outstanding expense.

If you select an outstanding expense, certain fields are not be editable. Those fields are identified in the table below.

Field Name Description
Source This field displays the expense category of the expense.
Transaction ID This field displays the transaction ID that was imported or entered on the Maintain Expenses screen for this expense.
Batch Type This field indicates the source of expense, for example, whether it was imported or added manually.
Merchant Name This field displays the merchant name used for this expense. If it is blank, the merchant name was unknown at the time the outstanding expense was posted.
Date This field displays the expense date that was imported or entered on the Maintain Expenses screen for this expense.
Amount This field displays the amount of the outstanding expense.
Provider This field displays the provider used for this expense. If it is blank, the provider was not known at the time the outstanding expense was posted.