New Quick Entry/Edit Quick Entry Screen

Use the New Quick Entry screen or the Edit Quick Entry screen to create or edit a simplified expense report.

The New Quick Entry screen displays when you tap $C:\Users\VeronicaSantos\Desktop\Costpoint Mobile\cpm timesheet add charge.jpg$ Add on the Quick Entry Expense screen. The Edit Quick Entry screen displays when you tap an existing quick entry expense report in the list.

Screen Fields

Attention: For more information on the New Quick Entry/Edit Quick Entry screen fields, see "Contents of the Quick Entry Expense Report Screen" in the Costpoint Online Help under Time & Expense > Expense > Expense Reports > Quick Entry Expense Report.

Field	Description
Report ID	This field displays the expense report number assigned by Costpoint Time & Expense.
Date	This field automatically displays the date.
Type	Tap this field to select an expense type available for the expense class.
Description	Tap this field to enter an identifying description for the quick entry expense report.
Total	This field displays the total amount of claimed expenses in the quick entry expense report.
Total To Me	This field displays the total amount that will be reimbursed for the quick entry expense report.
Status	This field displays the status of the quick entry expense report.

Icons

Icon	Description
Submit	Tap this icon to submit your completed quick entry expense report for approval. Attention: For more information, see Submitting an Expense Report for Approval.
Add Expense	Tap this icon to add either a new expense or an unclaimed expense to the quick entry expense report. Create from Unclaimed: Tap this option to add an unclaimed expense to the quick entry expense report. Create New Expense: Tap this option to add a new expense to the quick entry expense report.
Delete	Tap this icon to delete the expense.
Save	Tap this icon to save the quick entry expense report.
	Tap this icon to display the Manage Favorites screen.

Expense Report Sections

Depending on your company’s expense report type setup in Costpoint Time & Expense, the New Quick Entry and Edit Quick Entry screens may display additional sections. The fields displayed will vary based on how your expense report is configured in Costpoint Time & Expense.

The Location section displays if Track Locations is enabled for the expense type. Use the Location screen to enter locations where expenses were incurred.
The Overall Attachments section displays if there are attachments to the expense report. This section indicates the number of attachments, as well as the number of missing attachments.
The Additional section displays when the expense report type is configured for expense authorizations. Use the Additional screen to link an expense authorization and enter user-defined field information.