Expense Reports Listing
The Expense Reports tab displays a list of expense reports. Each expense report has general information about it. Use this tab to view and manage all your expense reports that are not voided.
The expense reports listed on the Expense Reports tab are sorted by status with draft status first, then by date from newest to oldest for each status, and are displayed in summary view with the following details:
- Description: This is the description that was applied to the expense report when it was created.
- Date: This is the expense report date. This can be either a single date or a date range, depending on the expense report type configuration.
- Total Amount: This is the total amount of claimed expenses in the expense report.
- Total to Me: This is the total amount that will be reimbursed for the expense report.
- Expense Report Number: This is the expense report number assigned by Costpoint Time & Expense.
- Expense Report Status: This is the status of the expense report. Expense reports statuses are color-coded.
Expense Report Sections
Each expense report entry has the default sections associated with it. Tapping each of these sections displays its respective screen.
- Details: Tap this section to display the Details screen, which you use to enter basic information for the expense report.
- Default Charges: Tap this section to display the Default Charges screen, which you use to enter specific charges to which the expense estimates will default.
Depending on your company's expense report type setup in Costpoint Time & Expense, the expense report may display additional sections.
- Location displays if Track Locations is enabled for the expense type. Use the Location screen to enter locations where expenses were incurred.
- Outstanding Advances displays if the expense type allows advances.
- Overall Attachments displays if there are receipts attached to the expense report.
- Reason for Rejection displays if the expense report status is Rejected. This section displays the reason for rejection entered on the Reason screen when a supervisor rejects an expense report.
Attention: For more information on these sections, see the related topics in "Basic Information" in the Deltek Time & Expense Help System under
.
On the following screens, a button labeled
Company Guidelines becomes available if custom text is configured in Costpoint Time & Expense ( ):
- Default Charges
- Location
- Expense Advances
- Expense Details
- Expense Report Details
- User-Directed Options (Expense Report Details)
Tapping the Company Guidelines button displays the customized screen description and instruction text for any of these expense report screens.
Attention: For more information on how to set up custom text, see Expense Wizard in "The Expense Report Form" in the Deltek Time & Expense Help System under
.
Expense Reports Tab Icons
The table below provides information on the items displayed on the Expense Reports tab.
Icon | Description |
---|---|
Search | Tap this icon to display the Search screen.
Note: This icon displays only if you have Manage Approve Expense rights.
|
Filter Status | Tap this icon to filter the expense reports displayed on the Expense Reports tab by status. |
Add | Tap this icon to display the New Expense Report screen. |
Tap
to display the following options:
Attention: For more information on proxy users, see
Mobile Expense Access for Proxy Users.
|
- Related Topics:
- New Expense Report Screen
Use the New Expense Report screen to create a new expense report. - Expense Details Screen
Use the Expense Details screen to enter required and optional information about the expense. - Expense Report Tasks
These are the procedures you can perform on expense reports. - Expense Report-Manage Favorites
Use the Manage Favorites screen to easily manage your expense charge favorites on a mobile device. - Expense Report Status
The expense report status determines which processing options are available to you. - Expense Report Search
As a supervisor or a backup supervisor, you can view all expense reports of your group, regardless of the status, and perform expense reports approval using the Search screen. The search feature is available if you have rights to view or approve other users’ expense reports (Manage Approve Expense). - Expense Report Correction
You can modify expense reports that have already been processed in Costpoint Time & Expense based on permissions set by your system administrator for your Expense Group Class and functional role rights.
Parent Topic: Expense Reports