Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Enter Data in an Expense Report

Add or modify expense data on the Expense Report form.

Your expense report processing capabilities depend on how your system administrator defines the settings for expenses. Depending on those settings, some of the steps described in this topic may not apply to your expense reports. Contact your system administrator if you have questions.

To add or modify expense report data:

  1. In the Navigation pane, select My Stuff > Expense Report.
  2. At the top of the Expense Report form, enter a complete or partial name or number in the Find expense report lookup field to find and select the expense report to which you want to add data.
  3. Do one of the following:
    • To update expense information for an existing expense row, click anywhere in that row. The selected row is highlighted.
    • To create a blank row after the last existing row so that you can enter a new expense, click + Add Line below the grid.
    • To create a new row by copying the expense information from an existing row, select the row that you want to copy, click ⋮ and then select Copy.

      The new row displays below the row that you copied. All data is copied to the new expense row except for the category details and amounts indicated in the existing expense row. You can then change any of the information that does not apply to the new expense that you want to enter on the row.

    • To delete a row, select the row that you want to delete, click ⋮ , and then select Delete.
  4. Enter the expense data in the fields and columns on the expense report.
    You can press the TAB key to move to the next field or press SHIFT + TAB to move to the previous field. A new expense line is also automatically added to the expense report grid when you start entering information in the last field of the row you are working on.
  5. Repeat steps 3 and 4 for each expense on the expense report.
  6. On the Actions bar, click Save.