Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add a Claimed Expense to an Expense Report

Use the Expense Details screen to add a claimed expense to an existing expense report.

To add a claimed expense to an expense report:

  1. Tap , and tap Expense Reports.
  2. Tap the Expense Reports tab.
  3. Scroll through the list of expense reports, and tap an expense report to open and edit.
  4. On the Expense Report screen, tap Add.
  5. On the Expense Details screen, tap Expense Type, and then tap the expense that you want to add.
    Depending on the expense report type setting, you may see the Category field on the Expense Details screen. Tap Category first, the tap the appropriate value, and tap Expense Type.
  6. If there are outstanding expenses available for the selected expense type, Costpoint Mobile T&E displays the Outstanding Expenses field and allows you to select an outstanding expense to claim.
    Tap the field, and tap an outstanding expense from the list based on the date range of your expense report.
  7. Scroll down to the bottom of the Expense Details screen, and make sure that all required fields are filled out.
  8. Tap Save.
    If there is a problem with the expense report, Costpoint Mobile T&E displays errors and warnings. You must first resolve the errors in order to save the expense report.

    The claimed expense line is added to the expense report.