New Expense Report Screen

Use the New Expense Report screen to create a new expense report.

The New Expense Report screen displays when you tap on the Expense Reports screen, or when you choose to create a new report using the Capture Receipt feature.

By default, the New Expense Report screen contains two sections: Details and Default Charges. Tap the section to display its corresponding screen and perform detailed expense entry.

Note: Depending on your company's expense report type setup, the expense report may display additional sections.

Attention: For more information, see Expense Reports Listing.

New Expense Report Screen Items

The table below provides information on the items display on the New Expense Report screen.

Note: The following items also display when you tap an existing expense report on the Expense Report screen.

Item/Icon	Description
Details	Tap this section to display the Details screen.
Default Charges	Tap this section to display the Default Charges screen.
Submit	Tap Submit to submit the expense report for approval. Note: If there are no expenses attached to an expense report, this icon is disabled.
Add	Tap Add to display the Add Expense screen.
Delete	Tap Delete to delete a claimed expense line.
Save	Tap Save to save the expense report, send it to the Costpoint Time & Expense database, and assign it an expense report number.
	Tap this icon to display the following buttons: Note: This icon only displays if you tap an existing expense report. Void: Tap this button to void an expense report. You can void an expense report based on the conditions allowed by your system administrator for your expense class. Attention: For more information, see Void an Expense Report in this guide and "Expense Classes" in the Deltek Time & Expense Help System under Expense > Expense Controls. Correct: Tap this button to correct a processed expense report. Attention: For more information, see Expense Report Correction and Correct a Processed Expense Report. Manage Favorites: Tap this button to display the Manage Favorites screen. Attention: For more information, see Expense Reports-Manage Favorites.