<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">

<html>

<!--(==============================================================)-->
<!--(Document created with RoboEditor. )============================-->
<!--(==============================================================)-->

<head>

<title>Expense Report Wizards</title>

<!--(Meta)==========================================================-->

<meta http-equiv=content-type content="text/html; charset=windows-1252">
<meta name=generator content="RoboHELP by eHelp Corporation - www.ehelp.com">
<meta name=generator-major-version content=0.1>
<meta name=generator-minor-version content=1>
<meta name=filetype content=kadov>
<meta name=filetype-version content=1>
<meta name=page-count content=1>
<meta name=layout-height content=994>
<meta name=layout-width content=810>
<meta name=x-ignored-words content=pushbutton>


<!--(Links)=========================================================-->

<link rel=StyleSheet href=TEhelp.css>


<!--(Scripts)=======================================================-->

<script type="text/javascript"
		language=javascript1.2
		src="udts.js"></script>

</head>

<!--(Body)==========================================================-->


<body onload="replaceValues()" lang=EN-US>

<!--(Generated Script Links)========================================-->
<!--(Generated Code)================================================-->
<!--(WARNING: DO NOT EDIT OR DELETE THIS SECTION!)==================-->
<!--begin!kadov{{===================================================-->
<script type="text/javascript"
		language=JavaScript1.2
		x-save-method=compute-relative
		src="ehlpdhtm.js"></script>
<script type="text/javascript"
		language=JavaScript1.2>
<!-- 
if( typeof( kadovFilePopupInit ) != 'function' ) kadovFilePopupInit = new Function();if( typeof( kadovTextPopupInit ) != 'function' ) kadovTextPopupInit = new Function();
 //-->
</script>

<!--}}end!kadov=====================================================-->
<!--(==============================================================)-->


<!--(Resources)=====================================================-->
<!--(Generated Code)================================================-->
<!--(WARNING: DO NOT EDIT OR DELETE THIS SECTION!)==================-->

<div class=x-popup-text id=POPUP230904986  style='display: none; position: absolute' >
<!--kadov-resources-begin{{-->
<p>This screen contains information regarding the employee for whom the 
 expense report is being entered. Select the person for whom you will be 
 filling out the expense report. If you select <span style="font-weight: bold;">Self</span>, 
 select the Next pushbutton. If you select <span style="font-weight: bold;">Another 
 User</span>, the F<span style="font-weight: bold;">unctional Role</span> 
 drop-down box will become enabled. Select the role for which you are entering 
 the expense report. Once the role is selected, the <span style="font-weight: bold;">Group</span> 
 drop-down box will become enabled. Select a group. <!--kadov_tag{{<spaces>}}-->&nbsp;<!--kadov_tag{{</spaces>}}-->Once 
 the <span style="font-weight: bold;">Group</span> is selected, the <span 
 style="font-weight: bold;">Employee</span> drop-down box will become enabled. 
 Select the employee for whom you wish to enter expense reports. Then select 
 the Next pushbutton.</p>

<!--(Table)=========================================================-->
<table x-use-null-cells
		style="x-cell-content-align: top;
				border-left-style: Solid;
				border-left-width: 1px;
				border-right-style: Solid;
				border-right-width: 1px;
				border-top-style: Solid;
				border-top-width: 1px;
				border-bottom-style: Solid;
				border-bottom-width: 1px;
				margin-left: 24px;
				border-spacing: 0px;
				border-spacing: 0px;"
		cellspacing=0>
<col>
<col>

<tr style="x-cell-content-align: top;"
	valign=top>
<td style="background-color: e8e4ff;"
	bgcolor=#E8E4FF>
<p><img src="notes.gif"
		x-maintain-ratio=TRUE
		style="border-left-style: none;
				border-top-style: none;
				border-right-style: none;
				border-bottom-style: none;
				width: 32px;
				height: 32px;
				float: none;
				border-style: none;
				border-style: none;"
		width=32
		height=32
		border=0></td>
<td style="background-color: e8e4ff;
			border-top-style: None;
			border-bottom-style: None;
			border-right-style: None;
			padding-left: 0px;
			padding-right: 0px;"
	bgcolor=#E8E4FF>
<p class=Note>Note: The screen will be shown only if you have rights to 
 fill out an expense report on behalf of another employee.</td></tr>
</table>
<!--}}kadov-resources-end-->
</div>

<div class=x-popup-text
id=POPUP182773286 style='display: none; position: absolute' >
<!--kadov-resources-begin{{-->
<h2>Create Options </h2>

<p>This screen gives you the choice of creating a new expense reports or 
 copying one that already exists. When you have completed your selection, 
 select the Next pushbutton. The screen consists of the following:</p>

<h3>Create New Expense Report </h3>

<p>Select this option to create a new expense report from scratch. You 
 will be required to fill out all of the fields on the next wizard pages. 
 This option is selected by default.</p>

<h3>Copy Existing Expense Report </h3>

<p>Select this option to copy or clone an existing expense report. This 
 will default the General Wizard information into your new expense report. 
 <!--kadov_tag{{<spaces>}}-->&nbsp;<!--kadov_tag{{</spaces>}}-->If you 
 select this option, you can either enter the Expense Report ID of the 
 one you want to copy, or use the Lookup and select the authorization you 
 want to copy. Type your drop-down text here.</p>
<!--}}kadov-resources-end-->
</div>

<div class=x-popup-text id=POPUP251683556  style='display: none; position: absolute' >
<!--kadov-resources-begin{{-->
<p>This screen contains general information regarding the expense report. 
 <!--kadov_tag{{<spaces>}}-->&nbsp;<!--kadov_tag{{</spaces>}}-->The required 
 fields vary depending on which expense report type is selected. When finished, 
 select the Next pushbutton. The screen consists of the following:</p>

<ul>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Expense Report Date 
 - Use the drop-down box to select the date on which the expense report 
 is being entered. The default is today's date.</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Expense Report Type 
 - Use the drop-down box to select the expense report type. The valid expense 
 report types are those that are linked to the expense class of the employee.</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>From Date - Use Lookup 
 to select the starting date of the expenses for this expense report.</p></li>
</ul>

<!--(Table)=========================================================-->
<table x-use-null-cells
		style="x-cell-content-align: top;
				border-left-style: Solid;
				border-left-width: 1px;
				border-right-style: Solid;
				border-right-width: 1px;
				border-top-style: Solid;
				border-top-width: 1px;
				border-bottom-style: Solid;
				border-bottom-width: 1px;
				margin-left: 24px;
				border-spacing: 0px;
				border-spacing: 0px;"
		cellspacing=0>
<col>
<col>

<tr style="x-cell-content-align: top;"
	valign=top>
<td style="background-color: e8e4ff;"
	bgcolor=#E8E4FF>
<p><img src="notes.gif"
		x-maintain-ratio=TRUE
		style="border-left-style: none;
				border-top-style: none;
				border-right-style: none;
				border-bottom-style: none;
				width: 32px;
				height: 32px;
				float: none;
				border-style: none;
				border-style: none;"
		width=32
		height=32
		border=0></td>
<td style="background-color: e8e4ff;
			border-top-style: None;
			border-bottom-style: None;
			border-right-style: None;
			padding-left: 0px;
			padding-right: 0px;"
	bgcolor=#E8E4FF>
<p class=Note>Note: This field will be shown only if the <span style="font-weight: bold;">Use 
 Date Range</span> checkbox is selected in the Expense Report Types screen.</td></tr>
</table>

<ul>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>To Date - Use Lookup 
 to select the ending date of the expenses for this expense report. </p></li>
</ul>

<!--(Table)=========================================================-->
<table x-use-null-cells
		style="x-cell-content-align: top;
				border-left-style: Solid;
				border-left-width: 1px;
				border-right-style: Solid;
				border-right-width: 1px;
				border-top-style: Solid;
				border-top-width: 1px;
				border-bottom-style: Solid;
				border-bottom-width: 1px;
				margin-left: 24px;
				border-spacing: 0px;
				border-spacing: 0px;"
		cellspacing=0>
<col>
<col>

<tr style="x-cell-content-align: top;"
	valign=top>
<td style="background-color: e8e4ff;"
	bgcolor=#E8E4FF>
<p><img src="notes.gif"
		x-maintain-ratio=TRUE
		style="border-left-style: none;
				border-top-style: none;
				border-right-style: none;
				border-bottom-style: none;
				width: 32px;
				height: 32px;
				float: none;
				border-style: none;
				border-style: none;"
		width=32
		height=32
		border=0></td>
<td style="background-color: e8e4ff;
			border-top-style: None;
			border-bottom-style: None;
			border-right-style: None;
			padding-left: 0px;
			padding-right: 0px;"
	bgcolor=#E8E4FF>
<p class=Note>Note: This field will be shown only if the <span style="font-weight: bold;">Use 
 Date Rang</span>e checkbox is selected in the Expense Report Types screen.</td></tr>
</table>

<ul>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Short Description 
 - Enter a short description for the expense report. </p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Purpose - Enter the 
 purpose for the expense report. This can be much longer than the short 
 description.</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Location - If the 
 expense report type uses per diem locations, you will be required to select 
 a default location from the drop-down box. </p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Country - If the 
 per diem schedule that is linked to the expense report selected requires 
 a Country, select one from the drop-down box. </p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>State/Province - 
 If the per diem schedule that is linked to the expense report selected 
 requires a State/Province, select one from the drop-down box.</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>City - If the per 
 diem schedule that is linked to the expense report selected requires a 
 City, select one from the drop-down box.</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>County - If the per 
 diem schedule that is linked to the expense report selected requires a 
 County, select one from the drop-down box.</p></li>
</ul>
<!--}}kadov-resources-end-->
</div>

<div class=x-popup-text
id=POPUP264829797
 style='display: none; position: absolute' >
<!--kadov-resources-begin{{-->
<p>This screen contains all cash advances that the employee has received 
 that have not been applied to an expense report. The employee can select 
 any or all of those listed to apply to an expense report, or he can choose 
 to not apply any cash advances by selecting the Next pushbutton. The total 
 amount of all cash advances selected will be deducted from the expense 
 report's reimbursable amount. The table contains the following information:</p>

<ul>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Date - This is the 
 date on which the cash advance was entered into Deltek Expense.</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Reference Number 
 - This is typically the check number or the direct deposit number for 
 the cash advance.</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Amount - This is 
 the amount that was given to the employee in the cash advance. </p></li>
</ul>

<!--(Table)=========================================================-->
<table x-use-null-cells
		style="x-cell-content-align: top;
				border-left-style: Solid;
				border-left-width: 1px;
				border-right-style: Solid;
				border-right-width: 1px;
				border-top-style: Solid;
				border-top-width: 1px;
				border-bottom-style: Solid;
				border-bottom-width: 1px;
				margin-left: 24px;
				border-spacing: 0px;
				border-spacing: 0px;"
		cellspacing=0>
<col>
<col>

<tr style="x-cell-content-align: top;"
	valign=top>
<td style="background-color: e8e4ff;"
	bgcolor=#E8E4FF>
<p><img src="notes.gif"
		x-maintain-ratio=TRUE
		style="border-left-style: none;
				border-top-style: none;
				border-right-style: none;
				border-bottom-style: none;
				width: 32px;
				height: 32px;
				float: none;
				border-style: none;
				border-style: none;"
		width=32
		height=32
		border=0></td>
<td style="background-color: e8e4ff;
			border-top-style: None;
			border-bottom-style: None;
			border-right-style: None;
			padding-left: 0px;
			padding-right: 0px;"
	bgcolor=#E8E4FF>
<p class=Note>Note: <!--kadov_tag{{<spaces>}}-->&nbsp;<!--kadov_tag{{</spaces>}}-->The 
 amount shown is in the employee's pay currency.</td></tr>
</table>
<!--}}kadov-resources-end-->
</div>

<div class=x-popup-text
id=POPUP184094234
 style='display: none; position: absolute' >
<!--kadov-resources-begin{{-->
<p>Use this page of the wizard to enter the specific charges to which the 
 expenses will default. Enter as many charge allocations as necessary and 
 set up the default allocation percentage for each allocation.</p>

<!--(Table)=========================================================-->
<table x-use-null-cells
		style="x-cell-content-align: top;
				border-left-style: Solid;
				border-left-width: 1px;
				border-right-style: Solid;
				border-right-width: 1px;
				border-top-style: Solid;
				border-top-width: 1px;
				border-bottom-style: Solid;
				border-bottom-width: 1px;
				margin-left: 24px;
				border-spacing: 0px;
				border-spacing: 0px;"
		cellspacing=0>
<col>
<col>

<tr style="x-cell-content-align: top;"
	valign=top>
<td style="background-color: e8e4ff;"
	bgcolor=#E8E4FF>
<p><img src="notes.gif"
		x-maintain-ratio=TRUE
		style="border-left-style: none;
				border-top-style: none;
				border-right-style: none;
				border-bottom-style: none;
				width: 32px;
				height: 32px;
				float: none;
				border-style: none;
				border-style: none;"
		width=32
		height=32
		border=0></td>
<td style="background-color: e8e4ff;
			border-top-style: None;
			border-bottom-style: None;
			border-right-style: None;
			padding-left: 0px;
			padding-right: 0px;"
	bgcolor=#E8E4FF>
<p class=Note>Note: Set up all charge allocations for the entire expense 
 report at this time. The user can change the default percentages when 
 entering individual expenses.</td></tr>
</table>

<h3><span style="font-weight: bold;">Charge Allocation table</span> </h3>

<p>This table displays the specific charging information that will default 
 on the expense report. </p>

<h2>A<span style="font-weight: bold;">dd Charge Allocation</span> </h2>

<p>Use the Add Charge Allocation function to add a default allocation ID 
 to this expense report. You must fill out:</p>

<ul>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Charge Type - Use 
 the drop-down box to select the charge type that will be used. The valid 
 values are &quot;UDT01&quot; or &quot;UDT02.&quot;</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Charge - Use Lookup 
 to select a valid charge that will be used for this expense report.</p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Description - The 
 non-editable description of the charge will default. </p></li>
	
	<li class=kadov-p-CBlueBullet><p class=BlueBullet>Default Allocation 
 % - Enter the allocation percentage that will be the default for this 
 charge. </p></li>
</ul>

<!--(Table)=========================================================-->
<table x-use-null-cells
		style="x-cell-content-align: top;
				border-left-style: Solid;
				border-left-width: 1px;
				border-right-style: Solid;
				border-right-width: 1px;
				border-top-style: Solid;
				border-top-width: 1px;
				border-bottom-style: Solid;
				border-bottom-width: 1px;
				margin-left: 24px;
				border-spacing: 0px;
				border-spacing: 0px;"
		cellspacing=0>
<col>
<col>

<tr style="x-cell-content-align: top;"
	valign=top>
<td style="background-color: e8e4ff;"
	bgcolor=#E8E4FF>
<p><img src="notes.gif"
		x-maintain-ratio=TRUE
		style="border-left-style: none;
				border-top-style: none;
				border-right-style: none;
				border-bottom-style: none;
				width: 32px;
				height: 32px;
				float: none;
				border-style: none;
				border-style: none;"
		width=32
		height=32
		border=0></td>
<td style="background-color: e8e4ff;
			border-top-style: None;
			border-bottom-style: None;
			border-right-style: None;
			padding-left: 0px;
			padding-right: 0px;"
	bgcolor=#E8E4FF>
<p class=Note>Note: The total percentage for all allocations must total 
 to 100%. </td></tr>
</table>

<h2><span style="font-weight: bold;">Delete Charge Allocation</span> </h2>

<p>Select the charge allocation that you wish to delete by clicking on 
 the box next to the row that you wish to edit. <!--kadov_tag{{<spaces>}}-->&nbsp;<!--kadov_tag{{</spaces>}}-->Then 
 use the Delete Charge Allocation function to delete the row:</p>

<h3>Finish</h3>

<p>Select the Finish pushbutton to save the entries made to the general 
 wizard. You will be brought back to the main Expense Report screen, where 
 you can now enter specific expenses onto the expense report.</p>
<!--}}kadov-resources-end-->
</div>

<!--(End Resources)=================================================-->


<!--kadov_tag{{<implicit_p>}}--><a name=custom_expense_report_overall.htm
									href
									target=_blank
									id=a3><img id=customGif
												src
												x-maintain-ratio=TRUE
												style="border: none;
														width: 82px;
														height: 24px;
														border-style: none;
														float: right;
														border-style: none;
														float: right;"
												width=82
												height=24
												align=right
												border=0></a> 

<!--begin!kadov{{--><br><!--}}end!kadov--><!--kadov_tag{{<implicit_p>}}-->&nbsp; 
 

<h1>Wizards</h1>

<p>Use the wizards to enter expenses onto the expense report. There are 
 seven types of wizards: <!--kadov_tag{{<spaces>}}-->&nbsp;<!--kadov_tag{{</spaces>}}-->&quot;General,&quot; 
 &quot;Car Rental,&quot; &quot;Entertainment,&quot; &quot;Meals,&quot; 
 &quot;Mileage,&quot; &quot;Other,&quot; and &quot;Transportation.&quot; 
 The expense type configuration determines the information that is required 
 in each wizard. </p>

<h3>General Wizard</h3>

<p>The General Wizard is the starting point of the expense report. The 
 information you provide in this wizard determines which options are available 
 for the report. When you select the New option, you go to the first screen 
 of the wizard. The screens include:</p>

<p><a class=dropspot
		x-use-popup=#POPUP230904986
		x-popup-type=pulldown
		href="javascript:kadovTextPopup(this)"
		id=a5>Employee Information</a><!--begin!kadov{{--><script type="text/javascript"
	language=JavaScript1.2><!--
kadovTextPopupInit('a5');
//--></script><!--}}end!kadov--> 
 </p>

<p><a class=dropspot
		x-use-popup=#POPUP182773286
		x-popup-type=pulldown
		href="javascript:kadovTextPopup(this)"
		id=a4>Create Options</a><!--begin!kadov{{--><script type="text/javascript"
															language=JavaScript1.2><!--
kadovTextPopupInit('a4');
//--></script><!--}}end!kadov--></p>

<p><a class=dropspot
		x-use-popup=#POPUP251683556
		x-popup-type=pulldown
		href="javascript:kadovTextPopup(this)"
		id=a6>General Information</a><!--begin!kadov{{--><script type="text/javascript"
	language=JavaScript1.2><!--
kadovTextPopupInit('a6');
//--></script><!--}}end!kadov--> 
 </p>

<p><a class=dropspot
		x-use-popup=#POPUP264829797
		x-popup-type=pulldown
		href="javascript:kadovTextPopup(this)"
		id=a1>Cash Advance Details</a><!--begin!kadov{{--><script type="text/javascript"
	language=JavaScript1.2><!--
kadovTextPopupInit('a1');
//--></script><!--}}end!kadov--> 
 </p>

<p><a class=dropspot
		x-use-popup=#POPUP184094234
		x-popup-type=pulldown
		href="javascript:kadovTextPopup(this)"
		id=a2>Charge Allocations</a><!--begin!kadov{{--><script type="text/javascript"
	language=JavaScript1.2><!--
kadovTextPopupInit('a2');
//--></script><!--}}end!kadov--> 
 </p>

<h3>Car Rental Wizard</h3>

<p>Use the Car Rental Wizard to enter expenses relating to car rental. 
 To add a Car Rental expense, click on the Car Rental hyperlink or the 
 &quot;+&quot; above the hyperlink. Please see the special topic on the 
 Wizards at the bottom of this screen for details. <!--kadov_tag{{<spaces>}}-->&nbsp;&nbsp;<!--kadov_tag{{</spaces>}}--></p>

<h3>Entertainment Wizard</h3>

<p>Use the Entertainment Wizard to enter expenses relating to entertainment. 
 To add an Entertainment expense, click on the Entertainment hyperlink 
 or the &quot;+&quot; above the hyperlink. Please see the special topic 
 on the Wizards at the bottom of this screen for details. <!--kadov_tag{{<spaces>}}-->&nbsp;&nbsp;&nbsp;<!--kadov_tag{{</spaces>}}--></p>

<h3>Lodging Wizard</h3>

<p>Use the Lodging Wizard to enter expenses relating to hotels or lodging. 
 To add a Lodging expense, click on the Lodging hyperlink or the &quot;+&quot; 
 above the hyperlink. Please see the special topic on the Wizards at the 
 bottom of this screen for details. <!--kadov_tag{{<spaces>}}-->&nbsp;&nbsp;<!--kadov_tag{{</spaces>}}--></p>

<h3>Meals Wizard</h3>

<p>Use the Meals Wizard to enter expenses relating to meals. To add a Meals 
 expense, click on the Meals hyperlink or the &quot;+&quot; above the hyperlink. 
 Please see the special topic on the Wizards at the bottom of this screen 
 for details.</p>

<h3>Mileage Wizard</h3>

<p>Use the Mileage Wizard to enter expenses relating to mileage. To add 
 a Mileage expense, click on the Mileage hyperlink or the &quot;+&quot; 
 above the hyperlink. Please see the special topic on the Wizards at the 
 bottom of this screen for details.</p>

<h3>Other Wizard</h3>

<p>Use the Other Wizard to enter expenses that fall into an &quot;other&quot; 
 category. To add an Other expense, click on the Other hyperlink or the 
 &quot;+&quot; above the hyperlink. Please see the special topic on the 
 Wizards at the bottom of this screen for details.</p>

<h3>Transportation Wizard</h3>

<p>Use the Transportation Wizard to enter expenses relating to transportation. 
 To add a Transportation expense, click on the Transportation hyperlink 
 or the &quot;+&quot; above the hyperlink. Please see the special topic 
 on the Wizards at the bottom of this screen for details.</p>

<p>&nbsp;</p>

<p><a href="Wizard_Special_Topic.htm">Wizard Special Topic</a></p>

<p>&nbsp;</p>

<p><a HREF="expense_report_overall.htm"><img src="bacbutfg.gif"
											x-maintain-ratio=TRUE
											style="border: none;
													width: 85px;
													height: 25px;
													float: none;
													border-style: none;
													border-style: none;"
											width=85
											height=25
											border=0></a></p>

</body>

</html>
