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These help topics provide additional information about key concepts that are applied in Expense Reports.

Related Topics:

  • Timesheets and Expense Reports and Multiple Companies
    If your firm has multiple companies, you enter a home company for an employee in the Home Company field on the General tab of the Employee hub in the desktop application.
  • Approval Workflow and Expense Reports
    Expense reports are processed for approval through the approval workflow. The approval workflow for expense reports is managed in the desktop application and in Deltek.
  • Expense Report Status
    Expense report status displays above the grid on the Expense Reports form. It also displays next to each expense report on the expense report selection list. The expense report status is important because it indicates where the expense report is in the processing workflow, enabling you to keep track of the expense reports that you are currently working on, those that have been submitted, and those that have been paid.
  • Expense Reports and Supporting Documents
    If Deltek is configured and enables you to manage documents of transactions, you have the option to upload and associate receipts to expense reports or individual expense lines.
  • Guidelines for Editing an Expense Report
    You can make changes to an expense report before it is posted. You cannot edit posted expense reports.
  • Credit Cards and Expense Reports
    If you implement the Credit Card feature in Deltek, your expense reports can include basic credit card information that was assigned while entering your expense report information.
  • Summarized Expense Report
    The Summarized Expense Report provides an overview of expense charges for a single expense report. This report is a more compact version of the Detailed Timesheet report. It does not display expense details entered on a Detail dialog box.
  • Detailed Expense Report
    The Detailed Expense Report provides all information entered on an expense report. This report includes all of the information from the Summarized Expense Report, plus any expense detail information entered on a Detail dialog box.
Parent Topic: Expense Report