1. Bring up your web browser.
2. In the address (URL) enter in http://www.neosystems.net/attain/clienttools.html
3. After the application appears enter the following at the Login screen: • Login ID (Your Employee ID)
• Password (same as desktop password
• Domain is ATTAINTEPROD (this is not case-sensitive) 4. Press the button or hit your enter key.
After successfully logging in, your “My Desktop” screen appears (unless you have changed the default in your “Preferences” table).
There are four basic purposes for the desktop:
My Tasks: shows any current workflow tasks that you need to perform. My Alerts: are informational and do not require you to do anything. My Timesheets: shows a list of your latest timesheets.
Expense Report Layout
When the link is selected, you are prompted to create a new report or launch one of your existing expense reports found in your “My Expense Report” list.
Layout
Date Columns:
Signature authority:
Select the button to display the summary of charges on the
Adding a New Expense Report
2. Enter the date of the expense report and select the Expense Report Type. You may not have two different Expense Report Types on the same expense report. A trip date range, short description and purpose are also required and once saved, the Expense Report Type may not be changed. Click on the button when finished.
CLIENT has the following Expense Report Types:
a. Commercial‐To accommodate the Commercial Travel that is allowed to go over CONUS and OCONUS. b. GNA‐To accommodate G&A travel.
c. GovCon‐To accommodate the CONUS and OCONUS per diem schedule for travel.
d. SUB‐To accommodate Subcontractors CONUS and OCONUS per diem schedule for travel. 3. If you have any outstanding advances the screen will appear:
Indicate if the advance should be applied to this expense report by clicking on the box.
To access your charges via the lookup, click on the binoculars icon in the charge number field on the Account line. There are a number of folders to access your charge numbers:
Lookup by Project Number – To invoke the lookup press the binoculars in the Account field on the TS. When you click , the Account number will appear in the selection. Click the box that corresponds with your number and
click .
Basic Lookup- To lookup all Accounts available to you, click the button and all your Accounts will show in description order. Click the box that corresponds with your number and click . If you don’t want to , you may drill down to your Account based on the folders available to you. There are at least two folders that contain Accounts which are shown when you press the binoculars:
Indirect Projects
If you have more than one Account you are charging, click the “Add Charge Allocation” option and determine the percentage of the allocation up to 100%. If you need to allocate by dollar amount, you will have an opportunity to change as long as all needed Account codes are entered here.
Note: Once you click
,
you cannot change your Expense Report Type and the expense report saved with the data presently entered. Please verify your data is accurate.Click on the button when all Account codes have been entered and your have reviewed your information. You will come back to the screen below.
The Status of the expense report is also indicated on the below screen shot. The statuses are: • Draft-Expense report has not yet been submitted
• Submitted-Expense report has been signed
• Under Review-If using line level or multiple approvals, some supervisors have approved the report, but not all • Approved-All supervisors have approved the report
• Rejected-One supervisor has rejected the report • Processed-Expense report has been exported
• Voided-Supervisor or employee has voided the report
Adding Expenses
1. Click on the link that corresponds with the category you wish to add.
2. The charge information will default in based on the settings made in the header screens. If you need to change the allocation by dollar amount, make those changes here by selecting the “Amount” next to the “Allocate By” dropdown. If you need to add an allocation, you may do so here by clicking on the icon at the bottom left of the screen. You will be directed back to the original allocation screen to enter percentages. Click
once finished.
3. Continue selecting the appropriate categories until all expenses are entered. The system automatically saves information in “Draft” form each time the “Finish” icon is entered.
When you click , you are prompted to enter the total amount of the hotel bill. In the “Expense Incurred” field, enter the “Daily Room Rate” and “Daily Taxes”. Make sure the daily rates are entered in these fields, Expense will calculate based on the rate entered here. If your bill has other expenses such as parking or internet, you will be prompted to enter them in the following screen.
When charges have been entered you must sign your Expense Report in order for the data to be available for approval. Expense Reports should only be signed when you are satisfied with entries made.
When you press the sign button on the toolbar the sign dialog window will appear.
If an Expense Reports needs to be changed after you have already saved it, simply make changes as necessary, provide an explanation when prompted, and re-sign the Expense Report.
Access an Existing Expense Report
1. You may access an existing Expense Report from the “My Desktop” option under “My Expense Reports”, where your last 10 reports are listed. Simply click on the Expense Report you want to see and the header screen will default in. Click on any underlined field to see details about the expense report once the report has been accessed.
Future Hours Charging
The travel dates, however may be entered in the future.
Unavailable Charging
If an Account needed for charging is not found in your lookup folders, please contact the Expense Admnistrator.
Printing an Expense Report
Select the option.
Voiding an Expense Report
For Supervisors
Supervisors will receive access to the search link in the Expense Report menu. This icon will give you access to employees Expense Reports.
By pressing on the search link the “Expense Report Search” dialog box will appear. To access an employee’s expense report follow these steps.
1. Select the Function (the default is “Self”).
2. Select the Group (these will appear based on the Function selected). 3. Select the Expense Report Type (the default is “All).
4. Select your Filter if desired. Choose from Last Name or Expense Report ID).
5. Enter the Filter Value (first character of the last name or first few letters and numbers for Expense Report ID. 6. Enter a Special Filter. Choose from Missing Receipts, Over Ceiling, Unallowable, or Interim Signature. 7. If you want your results to include status results, choose the desired status by un-checking the boxes that
correspond with statuses you do not want to see. 8. Click the Execute button.
A list of the employee(s) for the Criteria selected will appear in a results list.
Once the expense reports are loaded you are able to view and approve, or reject an employee timesheet. To approve an employee expense reports follow these steps:
1. When viewing the expense report check the charge code and amount charged for accuracy (only expense reports that have been submitted can be approved)
2. Press the Approval icon. The current expense report is then approved and the next one is loaded. To reject an employee timesheet follow these steps:
1. When viewing the employee timesheet check the charge code and amount charged for accuracy (only expense reports that have been submitted can be approved).
