Open an Expense Report

You can use the Expense Report form to open and update an expense report.

Your access to the Expense Reports area requires the following:

• Your role must have access to the expense reports as defined on the:
  • Employees and Users form that is accessed from Users under the Settings section in Deltek.
  • Expenses tab in the Employee hub of the desktop application tab in the desktop application.
  • Roles form in Settings > Security > Roles of the desktop application
• You must be linked to an active employee record.

Your expense report processing capabilities also depend on how your system administrator defines other settings in Deltek. Contact your system administrator if you have questions.

To open an expense report:

1. In the Navigation pane, go to the My Stuff section and select Expense Reports.
2. Do one of the following:
   • To add a new expense report, click + Add Expense Report at the upper right side of the Expense Reports form.
   • To make changes or additions to an existing expense report, continue with step 3 to use the search field to select and display the expense report.
3. Use the search field above the Expense Reports form to search for and select the expense report you want to update.
4. Click the expense report to display it.