Costpoint Mobile Time & Expense User Guide
Costpoint Mobile Time and Expense by Deltek, the native mobile version of the standard timesheet and expense applications, enables you to view, enter, update, submit, and approve timesheet data and expense reports, depending on your role, from anywhere at any time using your touch screen device, and synchronizes that data to the Costpoint Time and Expense database.
Note: The official name of the application is Costpoint Mobile Time and Expense. This document uses it only at the first mention. Succeeding instances of the application name display Costpoint Mobile T&E.
In addition, the application name in the Apple App Store and Google Play Store displays Costpoint Time and Expense.
This guide contains detailed information and instructions on how to use various features of the application.
Note: Costpoint Mobile T&E server must be installed and configured using the guidelines in the
Costpoint Mobile Time and Expense Technical Installation and Configuration Guide.
- Related Topics:
- Guides and Videos
Costpoint Mobile T&E has several short "How to" videos and additional documents available per release. - Mobile Device Requirements
The Costpoint Mobile T&E application supports mobile devices that run on the following operating systems: - Features Not Supported
There are Costpoint Time and Expense features that are not available in Costpoint Mobile T&E. - Getting Started
To start using the Costpoint Mobile T&E application, take note of the following: - Screen Display
The Costpoint Mobile T&E user interface has different menus, which you access by tapping . - Timesheet
The Timesheet screen allows you to view and change timesheet periods and create, revise, and submit timesheets. - Capture Receipt
This screen allows you to either take an image of the receipt using your device's camera or select an image of the receipt from the archive or camera gallery, and easily attach the captured or selected image of the receipt to an expense report. - Expense Reports
The Expense Reports screen allows you to manage expense reports and outstanding expenses depending on your role. - Self Service
The Self Service feature provides a way for Costpoint Mobile T&E users to view pay and expense payment records on a mobile device. - Tasks
The Tasks screen shows you various tasks that you need to perform, depending on your role. - Leave
The Leave screen allows you to view your leave balances by type, view your leave requests, and submit leave requests. - Settings
The Settings screen helps you configure the Costpoint Mobile T&E settings. - Help
Tap , and tap Help to display the Costpoint Mobile Time and Expense Help page, where you can access the Costpoint Mobile T&E User Guide, videos, and learning aids. - In-App Review
An in-app pop-up review is integrated with the Costpoint Mobile T&E application running on any supported operating system. - Log Out
Tap , and tap Log Out to exit the application, requiring you to enter your password or PIN on your next login.