Costpoint Time and Expense 10: End User Training for Desktop (Classic Version)

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Intro to using TE10 (CP Framework)

Intro to Using Time and Expense 10

Using New Button

Using Query

Table vs Form View

Accessing Header/Detail/tab

Selecting Lines

Accessing Subtasks

Time and Expense Desktop Users

Timesheet Navigation

Timesheet Entry

Timesheet Ancillary Functions

Timesheet Approval

Leave Request

How to Correct a Timesheet

Configuring End User Timesheet Application URL Shortcut

Expense Report Ancillary Functions

Expense Report Creation

Claimed Expense Entry

Configuring End User Expense Report Application URL Shortcut

Attaching Receipts

How to Attach Receipts: All Receipts

How to Attach Receipts: Missing Receipts

How to Attach Receipts: Individual Claimed Expenses

Menu Mapping: T&E 9 to T&E 10

Time Tab

Expense Tab

Exporting Timesheets

Creating File to Import Into Costpoint

Export Directly to Costpoint

Click here to try for yourself.

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