Expense Report Tasks
These are the procedures you can perform on expense reports.
- Related Topics:
- Add a New Expense Report
Use the New Expense Report screen to create a new expense report. - Add a Claimed Expense to an Expense Report
Use the Expense Details screen to add a claimed expense to an existing expense report. - Edit an Expense Report
You can modify an existing expense report's section, such as Details, Location, and Default Charges.. You can also add a claimed expense to an expense report. - Attaching a Receipt
You can attach a receipt to an expense report by using Capture Receipt or by capturing or selecting an image of the receipt and associating it with the Overall Attachments section of an expense report or to a claimed expense line of an expense report. - Delete a Claimed Expense from an Expense Report
You can remove a claimed expense line from an expense report by deleting it. - Edit Expense Details
Use the Details screen to update expense details. - Submitting an Expense Report for Approval
Depending on your company's setup, Costpoint Mobile T&E may display additional screens that you need to complete before you can submit the expense report for approval. - View the Expense Report List
The expense reports listed on the Expense Reports tab are sorted by date for each status in summary view. Tap an expense report to view its details. - Void an Expense Report
You can void an expense report regardless of the status if the expense class allows it. Once you void an expense report, any expense authorizations attached to it are updated to an approved status and become available for use with a new expense report.
Parent Topic: Expense Reports Listing