Filter Name |
Selection |
Criteria |
Start
date |
Earliest date that time and expenses
included on the report are logged to |
Date that the
time or expense was logged to. |
End
date |
Latest date that time and expenses
included on the report are logged to |
Date that the
time or expense was logged to. |
Expense
Types |
Type of Expense |
Entered in
Expense entry.
Defined in Admin ->
Company Settings > Expense Types. |
Payment Types |
Payment
Type selection |
Entered
in Expense Log.
Defined in Admin ->
Company Settings > Payment Types. |
Approval
Status |
Option to include time from draft
submitted, rejected and approved timesheets or expense sheets. |
Timesheets/Expense
sheets are approved by administrators after they are submitted
by the user. |
Time
and Disbursements |
Select to include
time and/or disbursements |
Time logged
in timesheets and expenses logged in expenses. |
Show Internal / External Rates |
Internal/External
rates selection – choose between either/or/both/none |
Include
cost and charge of the items on the report. |
Include
Purchase Invoices |
Choose to include Purchase Invoices
in the report |
Invoice No
for Disbursements refers to the Purchase Invoice Number. |
Field
Name |
Description |
Criteria |
Date Incurred |
Date expense
item occurred |
Date that items are logged to on
the expense sheet. |
Cost type |
Type of
expense |
Entered in Expense entry. This will
also include any Purchase Invoice with reconciled
Associate time. |
Details |
Additional notes/details related
to the disbursement |
Detail
is added by clicking the  symbol in the Notes
column an expense sheet or automatically updates if it is Associate
Time that has been reconciled. |
Invoice No |
Invoice
Number allocated |
The
invoice number that is associated to the disbursement. |
Name / Supplier |
User/Supplier
name |
User/Supplier name associated to
the disbursement. |
Cost |
Internal
cost of disbursement logged |
The Total Net cost taken from the
Disbursement. |
Charge |
External
charge of disbursement logged |
The quantity of the disbursement
multiplied by the Expense Rate set in the Project > Rates
section.
An Expense Rate card
in the project must exist in order for this value to calculate. |
Field Name |
Description |
Criteria |
User |
Name of
user |
Entered in the User Profile. |
Date |
Date of
logged time/expense |
Date that items are logged to on
the timesheet. |
Core Time |
Core time
logged |
Number of core hours logged to the
entry for that date. |
Extra Time |
Extra time
logged |
Logged time marked as extra time. |
Time Cost |
Internal
cost of time logged |
Number of approved hours multiplied
by hourly cost rate in the user profile page. |
Time Charge |
External
charge of time logged |
Number of approved hours multiplied
by the Time Rate set in the Project
> Rates section.
A Time Rate
card in
the project must exist in order for this value to calculate. |
Work Detail |
Notes associated
to a Timesheet entry |
Work Detail is added by clicking
the symbol by each time entry box in a timesheet.
Time can be logged to a work detail within a task. |
