Mobile Expense Access for Proxy Users

A proxy user is a supervisor or a backup supervisor who has proxy rights to create, edit, and submit expense reports on behalf of other users.

Note: Proxy permission is set by your system administrator for your Timesheet Group Class and functional role rights through Costpoint Time & Expense.

Note: This feature is available if you are using Costpoint 8.2 or later. To check your Costpoint version, see About (Deltek Costpoint) on the Settings screen.

If you are logged into Costpoint Mobile T&E with a proxy user role, displays on the Expense Reports screen. Tapping and tapping View Others allows you to search by Search Name or by Search ID among the users for whom you are designated as a proxy. After selecting a user, the Expense Reports screen refreshes with the selected user's expense reports on the Expense Reports tab. After tapping an entry, the expense report information becomes available to you. You can create, edit, and submit expense reports as you normally would if you were managing your own expense report, if the role permits.

Note: Capturing and accessing other users' outstanding expenses is currently not supported. The Outstanding Expenses tab always displays the expense list of the logged-in user.

Attention: For more information, see Expense Report Tasks.

Tapping View Mine refreshes the Expense Reports screen with the list of your own expense reports.

Note: When you tap an entry, the screen header displays My Expense Report.