Expense Reports

Use the Expense Report application in My Stuff to enter expense reports and submit them for processing, or use the Touch Expense application to achieve the same results on your mobile phone or tablet.

Whether you use your computer or a mobile device, you can:

• Enter an expense date, description, and monetary amount for each expense item.
• Define project, phase, task, and account values associated with each expense item.
• Determine firm-paid and billing options for each expense item.
• Select predefined expense categories for processing expense items, when applicable.

You can create and edit an expense report at any time, using as many rows as you need to record all of your expenses. When you have completed an expense report, submit it to a designated administrator for approval. The access rights (System, Company, Group, or Staff) that you are assigned in DPS security determine the Expense Report transactions that you can process. Your system administrator assigns these access rights.

Post expense reports in the Transaction Center.

If alerts are configured in DPS, approvers can receive notifications when expense reports are submitted for processing or when expense line item charges are entered or rejected.

Administrative Responsibilities

Your enterprise can set up an approval workflow through which designated approvers can approve, reject, or reassign expense reports.

Touch Expense for Mobile Devices

Use Touch Expense to perform expense-related tasks on a mobile phone or tablet. Everything that you do in Touch Expense is automatically synchronized with the DPS database.