Costpoint Online Help

Using the Help Search

General Tab

Use the General Tab to set up or edit the transaction ID, employee name, type of expense, and expense date of the expense that you want to add or update.

Screen Fields

Field	Description
Transaction ID	Enter up to 20 characters for the transaction ID. Be sure the transaction ID you enter has not already been used for the employee you select in the next field. The transaction ID cannot have been previously used with the selected batch ID and batch type.
Employee	A default employee name displays if a default employee ID is set up for the batch type selected for this expense. If you do not want to use the default employee or a default is not set up for this batch type, click to the right of the field to select an employee. Note: When employees are assigned to expenses within Manage Batch Expenses, Deltek Expense filters the results to include only those whose pay currency matches the selected batch type's pay currency. For example, if the pay currency of the batch type is CAD, then only those employees whose pay currency is CAD are included.
Cardholder Name	This read-only field displays the cardholder name information available from the Mastercard file.
Wizard Type	Select the type of the expense from the drop-down. The third screen for adding expenses differs, depending on this selection. The valid options are: Car Rental Entertainment Lodging Meals Mileage Other Transportation The default value for this drop-down is based on the default wizard type set up in the selected batch type. If a wizard type is not set up for the selected batch type, the default is Select.
Ghost Card	For any transaction, select this setting to designate the card number associated with the transaction as a ghost card. In future imports, the check box is selected by default. After you save the import file, the tokenized card number is also added to the list of ghost cards maintained in the Ghost Card Identification Values subtask in Time & Expense > Expense > Batch Expenses > Expense Batch Types. If the transaction is associated with an employee name and Ghost Card is not selected, the tokenized card number and pay method are now automatically added to the Pay Method subtask in Time & Expense > Configuration > Resources > Resource Information for that employee after you save. If the account number already exists on the resource record, the record is not updated. Because the update to the resource record is automatic based on the status of Ghost Card, the Pay Method and Employee check boxes were removed from the screen The Ghost Card check box and functionality is valid for Visa and Mastercard, but for Amex the check box is dimmed, and it is hidden for Manual and Generic batch types.
Expense Date	Click to the right of the field to select the date of the expense. The default date is the current date.
Personal	Select this check box if the expense is a personal expense. By default, this check box reflects the Personal check box set up for the selected batch type.

JavaScript must be enabled in order to use this site.Please enable JavaScript in your browser and refresh the page.

General Tab

Use the General Tab to set up or edit the transaction ID, employee name, type of expense, and expense date of the expense that you want to add or update.

Screen Fields

Field	Description
Transaction ID	Enter up to 20 characters for the transaction ID. Be sure the transaction ID you enter has not already been used for the employee you select in the next field. The transaction ID cannot have been previously used with the selected batch ID and batch type.
Employee	A default employee name displays if a default employee ID is set up for the batch type selected for this expense. If you do not want to use the default employee or a default is not set up for this batch type, click to the right of the field to select an employee. Note: When employees are assigned to expenses within Manage Batch Expenses, Deltek Expense filters the results to include only those whose pay currency matches the selected batch type's pay currency. For example, if the pay currency of the batch type is CAD, then only those employees whose pay currency is CAD are included.
Cardholder Name	This read-only field displays the cardholder name information available from the Mastercard file.
Wizard Type	Select the type of the expense from the drop-down. The third screen for adding expenses differs, depending on this selection. The valid options are: Car Rental Entertainment Lodging Meals Mileage Other Transportation The default value for this drop-down is based on the default wizard type set up in the selected batch type. If a wizard type is not set up for the selected batch type, the default is Select.
Ghost Card	For any transaction, select this setting to designate the card number associated with the transaction as a ghost card. In future imports, the check box is selected by default. After you save the import file, the tokenized card number is also added to the list of ghost cards maintained in the Ghost Card Identification Values subtask in Time & Expense > Expense > Batch Expenses > Expense Batch Types. If the transaction is associated with an employee name and Ghost Card is not selected, the tokenized card number and pay method are now automatically added to the Pay Method subtask in Time & Expense > Configuration > Resources > Resource Information for that employee after you save. If the account number already exists on the resource record, the record is not updated. Because the update to the resource record is automatic based on the status of Ghost Card, the Pay Method and Employee check boxes were removed from the screen The Ghost Card check box and functionality is valid for Visa and Mastercard, but for Amex the check box is dimmed, and it is hidden for Manual and Generic batch types.
Expense Date	Click to the right of the field to select the date of the expense. The default date is the current date.
Personal	Select this check box if the expense is a personal expense. By default, this check box reflects the Personal check box set up for the selected batch type.