Deltek WorkBook

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

Expense Entry

The Expense Entry screen displays captured out-of-pocket expenses, which are created in the web-based WorkBook or in the application using your mobile device.

Filtering Expense Entries

Expense entries are grouped according to their status. Tap any of the following tabs:
  • 10: Tap to display expense entries with the under preparation status.
  • 20: Tap to display expense entries with the for approval status.
  • 40: Tap to display expense entries with the approved status.
  • All. Tap to display all expense entries regardless of status.

Expense entries displayed for any of the tab selected are grouped by date stamp of expense entry creation.

Expense Entry Format

You can capture expense information and receipts using your mobile device and attach the captured image to an expense entry. New and existing expense entries contain the following tabs located at the lower part of the screen:
  • Details: Tap to display information about the expense entry. To add or edit expense entries details, see Add Expense Entry.
  • Approvers: Tap to display the approver of the expense entry. To add an approver, see Add Approver.
  • Conversation: Tap to display the conversation attached to the expense entry. To add a conversation, see Reply to Conversations.