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 an Outstanding Expense Using the Expense Details Screen

You can add an outstanding expense to an existing expense report using the Outstanding Expense section of the Expense Details screen if the selected expense type has outstanding expenses.

To add an outstanding expense to an expense report using the Expense Details screen:

  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. Tap Add to add a claimed expense.
  5. On the Expense Details screen, tap the Expense Type field, and tap the expense type to which you want to add an outstanding expense.
  6. Tap the Outstanding Expense field.
    The Outstanding Expense screen displays a list of outstanding expenses that matches the specified expense type.
  7. Tap an outstanding expense based on the date range of your expense report.
  8. On the Expense Details screen, Costpoint Mobile T&E populates the matched fields from the outstanding expense. Enter or modify the values in the fields.
  9. Tap Save.
    The outstanding expense is added to the expense report.

    The Attachments button displays at the bottom of the screen if the expense contained an attachment and the task to add an attachment at the expense level is set up for the Expense report type and the Expense type. If the tasks are not set up, this button is hidden, and the attachment is only saved to the database attachments location. Contact your Costpoint Administrator if you have questions about this functionality.

    Attention: For more information, see "Set up a Task at the Expense Level Both for the Expense Report Type and Expense Type" section in the Deltek Costpoint Mobile Time and Expense Technical Installation and Configuration Guide.