Managing Duplicate Outstanding Expenses

Importing credit card expenses, capturing expense receipts, and manually adding expenses can potentially create duplicate outstanding expenses. You can use Costpoint Mobile T&E to manage duplicate outstanding expenses on a mobile device.

Note: This feature is available if you are using Costpoint 8.1.15 and higher and 8.2.x. To check your Costpoint version, see About (Deltek Costpoint) on the Settings screen.

When you navigate to the Expense Reports screen and there are duplicate outstanding expenses in the database, Costpoint Mobile T&E displays a notification on the screen.

Tapping View Duplicates displays the Outstanding Expenses-Duplicates tab, which contains a list of outstanding expenses that have been found to be duplicates of other outstanding expenses.

Note: To hide an outstanding expense, tap next to the outstanding expense you want to hide, and tap Hide.
Attention: For more information, see Hide an Outstanding Expense.

Each entry displays the date, amount, currency code, and merchant of each expense. An expense with a credit card icon next to it denotes that it is imported from a credit card feed. An expense with no credit card icon denotes that it is manually entered.

Tapping a duplicate outstanding expense entry displays the Duplicate Expenses screen, with all the duplicates of the selected outstanding expense listed.

The table below provides information on the buttons available on the Duplicate Expenses screen.

Button Description
Combine Duplicates

Tap this button to combine all duplicate outstanding expenses.

The following rules apply when combining duplicates:
  • If you are combining an expense imported from a credit card feed and an expense manually entered, the expense imported is retained while the expense manually entered is deleted, but its comments and attachments are added to the expense imported.
  • If you are combining manually entered expenses, the oldest expense is retained while other expenses are deleted, but their comments and attachments are added to the oldest expense.
Cancel

Tap this button to return to the Expense screen. Alternatively, tap .