How to...

These help topics provide step-by-step instructions for tasks that can be performed in Expense Reports.

From this application, you can also view employee information without having to open the Employees hub. For more information see: Employee Card — How-to Topics.

Related Topics:

  • Sort the Expense Reports by Status
    A list of expense reports displays when you click the drop-down menu on the right side of the search field. You can further sort this list by expense report status: In Progress, Upaid, and Paid. The expense report status indicates where the expense report is in the approval workflow.
  • Open an Expense Report
    You can use the Expense Report form to open and update an expense report.
  • Copy an Existing Expense Report
    You can create a new expense report by copying an existing expense report. This can save you a lot of time if the two reports contain some of the same types of expenses.
  • Create a New Expense Report
    Create your own expense reports or expense reports for other employees depending on your access rights.
  • Enter Data in an Expense Report
    Add or modify the data of your expenses in the Expense Report form.
  • Edit an Expense Report
    You can edit the data in an existing expense report.
  • Save an Expense Report
    Save you work after you make changes or create an expense report.
  • Delete an Expense Report
    Access rights and the approval workflow status of the expense report determine if you can delete an expense report.
  • Set Up Expense Reports to Print Automatically When You Submit
    Expense reports can be configured to print automatically when you submit them.
  • View or Print an Expense Report
    You can view or print an expense report at any time.
  • Submit an Expense Report
    If you have the employee expense approvals workflow enabled, you can submit an expense report for approval.
  • Approve an Expense Report
    Approve an expense report if the employee expense approvals workflow is enabled. The expense report is sent to the next approval workflow step after it is approved.
  • Restart the Approval Process for an Expense Report
    You can restart the approval process after making changes to an expense report during the approval workflow process so that approvers from previous approval steps can also review and approve the changes to the expense report.
  • Reject an Expense Report
    If you have the employee expense approvals workflow enabled, you can reject an expense report that does not meet the requirements for an approval.
  • Reassign an Expense Report
    If you have the employee expense approvals workflow enabled, you may have the option to assign another employee to approve the expense report.
  • Reopen an Expense Report
    If you have the employee expense approvals workflow enabled, you can reopen previously approved expense report to make changes to the record.
  • Unsubmit an Expense Report
    If you have the employee expense approvals workflow enabled, you can unsubmit an expense report that you submitted for approval.
  • Check the Status of an Expense Report
    If you have the employee expense approvals workflow enabled, you can check the status of expense reports that you can access based on your access right.
  • Check the Status of an Expense Line in Expense Reports
    If you have the employee expense approvals workflow with expense line approvals enabled, you can check the approval progress of expense lines in Expense Reports.
  • Add a Credit Card Charge to an Expense Report
    Credit card charges can be added to expense reports if the Credit Card feature is enabled in Deltek.
  • Find Credit Card Charges in Expense Reports
    Credit card charges can be viewed in the Credit Card Charges pane in Expense Reports only if the Credit Card feature is enabled in Deltek.
  • Attach Receipts to an Expense Report
    If your system administrator configured Deltek to enable you to manage transaction documents, you can attach copies of your receipts to expense reports.
  • Delete a Receipt from an Expense Report
    After attaching a receipt to an expense report, you can delete it if the expense report is editable and if the receipt is not attached to the expense report and any expense line in the expense report.
  • Attach a Receipt to an Expense Line
    If Deltek is configured and enables you to manage documents of transactions, you have the option to attach copies of your receipts to specific expense lines for an expense report.
  • Remove a Receipt from an Expense Line
    If your system administrator configured Deltek to enable you to manage transaction documents and the expense report is editable, you can remove receipts that are associated with expense lines.
  • Attach a Receipt to All Existing Expense Lines
    If your system administrator configured Deltek to enable you to manage transaction documents, you can attach copies of your receipts to all existing expense lines for an expense report.
  • Detach a Receipt from All Existing Expense Lines
    I If your system administrator configured Deltek to enable you to manage transaction documents, you can detach copies of your receipts from all existing expense lines for an expense report.
Parent Topic: Expense Report