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

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.

The Capture Receipt feature is only available if the Allow Mobile Expense Application option is selected in Costpoint Time & Expense.

Attention: For more information on how to configure access to the Mobile Expense application, see "Allow Access to the Costpoint Mobile T&E Application" in the Costpoint Mobile Time and Expense Technical Installation and Configuration Guide.

ICR Processing in Expense

You can use Capture Receipt with the intelligent character recognition (ICR) technology. If ICR processing is enabled, Costpoint Mobile T&E automatically scans and analyzes the captured or selected image, maps the captured data to the outstanding expense created, and populates the matched fields on the Expense screens. Costpoint Mobile T&E sends the image to Deltek’s trusted partner for processing and data extraction.

Attention: For more information on the populated/mapped fields during Capture Receipt, see "My Outstanding Expenses" in the Deltek Time & Expense Help System under Expense > Expense Reports.
Capture Receipt with ICR processing is enabled if the following conditions are met:
  • The Allow ICR Expense Processing option is selected in Costpoint Time & Expense.
    Attention: For more information on how to configure the option, see "Enable or Disable ICR Processing in Capturing Expense" in the Costpoint Mobile Time and Expense Technical Installation and Configuration Guide.
  • The Use ICR for expenses option on the Settings screen is set to On.
When enabled, the ICR feature works when you use your device’s camera, or select an image from the archive or camera gallery through Capture Receipt.
Note: Upon the return of the image and extracted data, Costpoint Mobile T&E immediately deletes the image and extracted data from the partners system so it is only stored in your Costpoint instance.