Quick Entry Expense Screen

Use the Quick Entry Expense screen to add either a new expense or an unclaimed expense to the quick entry expense report.

The fields displayed on the Quick Entry Expense screen vary based on the selected type and category of expense, allowing you to enter both required and optional information.

Example of expense types include:

• Airfare
• Rail
• Car Rental
• M&IE
• Meals
• Mileage
• Parking
• Per Diem Lodging
• Non-Per Diem Lodging
• Cell Phone
• Office Supplies
• Entertainment

Attention: For more information about the fields for a specific expense type, see "Expense Details Tab" in the Costpoint Online Help under Time & Expense > Expense > Expense Reports > Expense Report > The Expense Report Form > Expenses Section > Expenses Tab.

Depending on your company's expense report type setup in Costpoint Time & Expense, the Quick Entry Expense screen may display additional sections such as:

• Attachments: Tap this section to display the Attachments screen, where you can add, edit, or delete attachments to the expense report.
• Split Expense: Tap this section to open the Split Expense screen, where you can allocate charges by amount or percentage. This section is displayed only when a charge is assigned to multiple projects.
  You can also add a charge to your favorites using the Split Expense screen.

  Attention: For more information, see Add a Charge to Favorites (Quick Entry Expense).

Note: If you create an expense without setting a location for the expense report and then add the location later, the amount incurred for per diem expenses will default. However, unless you revisit the expense, make a modification, and save it, you will encounter an error when submitting the expense report. The same issue will occur when performing these steps in Costpoint Time & Expense. To prevent the error, assign a location to the expense report before you create per diem expenses.