Costpoint Help

Expense

From the Expense module, you can submit planned expenses for pre-authorization and record expenses for reimbursement, and depending on your role, you can approve and reject planned and incurred expenses. Depending on system rights, you may also have access to a variety of reporting and inquiry applications, expense utilities, and configuration applications.


Related Topics:

Expense Authorizations

Use applications on the Expense Authorizations menu to enter and print expense authorizations, and if you are supervisor, to manage expense authorization approvals and rejections.

Expense Reports

Use applications on the Expense Reports menu to enter and print expense reports, and if you are supervisor, to manage expense report approvals and rejections.

Expense Reports/Inquiries

From the Expense Reports/Inquires menu, access inquiry and report screens.

Batch Expenses

Use applications on the Batch Expenses menu to import expenses and manage batch types.

Expense Interfaces

Use applications on the Expense Interfaces menu to export expense reports to financial systems like Deltek Costpoint and to calculate advances, expense authorizations, and expense report commitments, which you can export to Costpoint.

Expense Controls

From the Expense Controls menu, access applications that enable you to configure the Expense module.

Expense Utilities

Several essential utilities are provided in the system to make some tasks easier to perform.

Concepts

There are other concepts and features that help you enjoy the full potential of the Expense module.


Parent Topic:

Time & Expense