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 Expense > Expense Reports > Expense Report > The Expense Report Form.
On the following screens, a button labeled Company Guidelines becomes available if custom text is configured in Costpoint Time & Expense (Expense > Expense Controls > Expense Types or Expense Report > Custom Text Subtask):
  • 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 > Expense Reports > Expense Report.

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:
  • View Mine: If you are logged into Costpoint Mobile T&E with a proxy user role, this option will be available. It is enabled when you are viewing other user’ expense reports. Tap this option to refresh the Expense Reports screen with the list of your own expense reports.
  • View Others: If you are logged into Costpoint Mobile T&E with a proxy user role, this option will be available. It is enabled when you are viewing your own expense reports. Tap this option to access and view expense reports for other users.

    When you tap View Others, the Search Name and Search ID fields display on the Expense Reports screen, just below the Expense Reports and Outstanding Expenses tabs.

    Note: This option displays only if you are logged into Costpoint Mobile T&E with a proxy user role.
  • Help: Tap this option to view the help topic for this screen.
Attention: For more information on proxy users, see Mobile Expense Access for Proxy Users.