Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

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.

  • The Attachments screen displays if there is an issue with the required attachments. Depending on the warning or error, you may need to review the receipts already attached to the expense report and/or to the claimed expense lines, add additional receipts, or mark items as missing. You must complete all required attachments before you can proceed to the next step.
  • The User Directed Workflow screens (Review and Approve screens) display if you are required to assign approvers to review and approve the expense report. You must tap approver from the list and tap Assign before you can proceed to the next step.
  • The Company Due screen displays if there is an amount due to the company. You must specify or select values in the Amount and Type fields before you can proceed to the next step.
  • On the Certification screen, tap I agree. Make sure that all required expense details and attachments are included in the expense report based on the expense report type. If there is a problem with the expense report you are signing, Costpoint Mobile T&E displays errors and warnings. You must first resolve the errors in order to sign the expense report.