Group |
Archive (superceded by Expenses report) |
Description |
Highly flexible expense report – grouped and summarised by project, user, task, date and expense type |
Business Purpose |
Track project related expenses or the expenses for employees. This report can be attached to invoices to provide a detailed breakdown of expenses |
Ideal For |
Project Manager Financial Administrator |
Standard project filters
Standard user filters
Other filters as below
Filter Name |
Selection |
Criteria |
Start date |
Earliest expense entry date |
Entered as 'Date Incurred' in expense entry |
End date |
Latest expense entry date |
Entered as 'Date Incurred' in expense entry |
Reimbursable Only |
Choose to show only expenses that are reimbursable |
Payment types are set as reimbursable or not in Admin -> Company Settings |
Approval Status |
Option to include time from draft submitted, rejected and approved timesheets |
Timesheets are approved by timesheet administrators after they are submitted by the user |
Expense Types |
Type of Expense |
Entered in Expense entry Defined in Admin -> Company Settings |
Payment Type |
Payment Type selection |
Entered in Expense Log. Defined in Admin -> Company Settings |
Field Name |
Description |
Criteria |
User |
Name of user |
All users who have been selected in the user filter and meet all other filter requirements |
Date |
Date expense item occurred |
Defined when entering a new expense |
Task |
Name of task |
Name of task to which expense is added |
Expense Type |
Type of expense |
Entered in Expense entry |
Tax Rate % |
Tax rate for the item |
VAT applied to the expense Default rate for expense are set in Admin -> Company Settings -> Expense Types, but this can be changed on the expensesheet |
Unit Cost |
Unit cost per item |
Unit cost of item, entered in expense entry |
Quantity |
Number of units |
Total quantity of expense items |
Gross Cost |
Total gross cost |
Total gross cost of expense items |
Net Cost |
Total net cost |
Total net cost of expense items |
Payment Type |
Payment type |
Payment type |
Notes |
Additional notes |
Notes entered in expense entry by clicking on small icon of a notepad in the notes column |
Approval Status |
Approval status |
Whether the approval status of the expense is Draft, Submitted or Approved |
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