Costpoint Online Help

Using the Help Search

Entertainment Details

Use the Details Tab to enter details about the entertainment expense.

Screen Fields

Field	Description
Location	The Location field only displays if the Expense Report Type and Expense Type track multiple locations. Select the location from the drop-down list to which you are applying this portion of your car rental. When you select a location, Start Date, > End Date and Comments (if you added any for the location) default.
Expense Date	To select a date, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the right and the previous month on the left. Click the arrows at the top of the calendar to change the month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY." The date you select automatically populates the Expense Date field. This field is required regardless of the Expense Type selected and is non-editable for outstanding expenses.
User Defined #1	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
User Defined #2	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
User Defined #3	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
Meals Edit Table	The Meal Details tab displays a table that contains a breakout of the meals for the selected date, where you can add meal expense amounts for that day. To enter a meal, select the check box next to the meal (for example, breakfast) that you want to enter. After the check box is selected, the amount field becomes editable.
Short Description	This field defaults a description of the expense type. It is used in the Description field of the AP Voucher and the information displayed in the field is determined by the configuration of the expense type. This field is non-editable and displays regardless of the expense type selected.
Comments	Use this optional field to enter any comments regarding this expense. This field is non-editable if the expense is an outstanding expense and the Comments have already been entered.
Exit	In Wizard mode, click this to discontinue entering the current expense and return to the Expenses tab without saving your changes.
Back	In Wizard mode, click this to return to the previous page.
Continue	In Wizard mode, click this to proceed to next page. You may receive validation error messages before the Wizard can proceed.

Attendee Details Tab

Use the Attendees Details tab to enter required and optional information about the individuals who attended the meal.

Field Name	Description
Employee ID	Click to select an employee's name, or enter the name of the attendee.
Attendee Name	This field displays the expense date that was imported or entered on the Maintain Expenses screen for this expense.
Title	Whether the Title is required depends on the expense type selected. If Require Title/Company box is selected in the Input Options tab of the Expense Types screen, this field is. If this information exists on Defaults tab of the Employee Information screen, it displays here automatically. If the individual is not an employee, manually enter the title.
Company	Whether the Company is required depends on the expense type selected. If Require Title/Company box is selected in the Input Options tab of the Expense Types screen, this field is. If this information exists on Defaults tab of the Employee Information screen, it displays here automatically. If the individual is not an employee, manually enter the company.
Location	This is the home office location of the attendee.
Notes	If desired, enter notes about the selected line.

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Entertainment Details

Use the Details Tab to enter details about the entertainment expense.

Screen Fields

Field	Description
Location	The Location field only displays if the Expense Report Type and Expense Type track multiple locations. Select the location from the drop-down list to which you are applying this portion of your car rental. When you select a location, Start Date, > End Date and Comments (if you added any for the location) default.
Expense Date	To select a date, enter it manually, or select a date from the calendar that displays below the field. In the two-month view, the calendar displays the default month and date on the right and the previous month on the left. Click the arrows at the top of the calendar to change the month. The value you enter must be valid date format, which are numeric characters. The date format is "MM/DD/YYYY." The date you select automatically populates the Expense Date field. This field is required regardless of the Expense Type selected and is non-editable for outstanding expenses.
User Defined #1	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
User Defined #2	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
User Defined #3	The function and purpose of this field is determined by your system administrator. Typically, this field either displays as a drop-down menu, where you must select a pre-determined value, or it is an edit field, where you can directly enter the requested information. If validation attributes have been assigned to this field, you may possibly receive warning or error messages.
Meals Edit Table	The Meal Details tab displays a table that contains a breakout of the meals for the selected date, where you can add meal expense amounts for that day. To enter a meal, select the check box next to the meal (for example, breakfast) that you want to enter. After the check box is selected, the amount field becomes editable.
Short Description	This field defaults a description of the expense type. It is used in the Description field of the AP Voucher and the information displayed in the field is determined by the configuration of the expense type. This field is non-editable and displays regardless of the expense type selected.
Comments	Use this optional field to enter any comments regarding this expense. This field is non-editable if the expense is an outstanding expense and the Comments have already been entered.
Exit	In Wizard mode, click this to discontinue entering the current expense and return to the Expenses tab without saving your changes.
Back	In Wizard mode, click this to return to the previous page.
Continue	In Wizard mode, click this to proceed to next page. You may receive validation error messages before the Wizard can proceed.

Attendee Details Tab

Use the Attendees Details tab to enter required and optional information about the individuals who attended the meal.

Field Name	Description
Employee ID	Click to select an employee's name, or enter the name of the attendee.
Attendee Name	This field displays the expense date that was imported or entered on the Maintain Expenses screen for this expense.
Title	Whether the Title is required depends on the expense type selected. If Require Title/Company box is selected in the Input Options tab of the Expense Types screen, this field is. If this information exists on Defaults tab of the Employee Information screen, it displays here automatically. If the individual is not an employee, manually enter the title.
Company	Whether the Company is required depends on the expense type selected. If Require Title/Company box is selected in the Input Options tab of the Expense Types screen, this field is. If this information exists on Defaults tab of the Employee Information screen, it displays here automatically. If the individual is not an employee, manually enter the company.
Location	This is the home office location of the attendee.
Notes	If desired, enter notes about the selected line.