Expenses > Expense Entry Via the Deltek WorkBook App

Employees can add and complete personal expense entries via the Deltek WorkBook App.

LOG IN TO THE APP

• Enter the URL for your WorkBook environment

• Based upon your usual login method, either:

  • Enter your user name & password, or,

  • Click Sign in with identity provider

ADD EXPENSES TO JOBS

• From the menu > go to expense entry

Open

• Select add expense entry button (+ button)

Open

• For job related expenses, complete the following details:

  • 1. Select job as the expense type

  • 2. Choose the job number the expense is to be applied to

  • 3. Select the activity that best describes this expense

  • 4. Add in the date of the expense

  • 5. Add in the total amount of the expense inc. tax

  • 6. Upload the receipt

  • 7. Click save to save the entry as a draft or, save and approve to complete the expense entry and send through your company’s approval process

ADD COMPANY RELATED EXPENSES

• For company related/operating expenses, follow the steps above to add an expense

• Then complete the following details:

  • 1. Select the correct operating expense type

  • 2. Add in the date of the expense

  • 3. Add in the total amount of the expense inc. tax

  • 4. Upload the receipt

  • 5. Click save to save the entry as a draft or, save and approve to complete the expense entry and send through your company’s approval process

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