Expenses Report

Expenses Report

Filters

• You have default filters like clients, projects, expenese categories and users.
• You can choose the expenses categories in the filter to view the individual expenses for the projects and clients.

Group by

• Group by and views options are available like time report.
• In group by you have clients, projects, users, expenses and Date.

Group by Client

• By default group by client option is selected and you can view the expenses of each client in the listing.
• You can view Client, Period, Amount(Total), Approved Amount and Unapproved Amount of each client.
• Click on client link will display the project expenses of the selected client.
• Click on the projects link will display all users expenses related to the projects.
• Click on the users link will display all the expense type or categories for the users.
• Click on the expense type or categories will display the expenses for the date range selected.

Group by Project

• Choose the option group by project and you can view the expenses of each projects for all clients.
• Click on the projects link will display all users expenses related to the projects.
• Click on the users link will display all the expense type or categories for the users.
• Click on the expense type or categories will display the expenses for the date range selected.

Group by Users

• Choose the option group by users and you can view the expenses of each user for all client projects.
• Click on the users link will display all the expense type or categories for the users.
• Click on the expense type or categories will display the expenses for the date range selected.

Group by Expenses

• Choose the option group by expenses and you can view the amount of each users.
• Click on the users will display the expenses for the date range selected for the projects.

Group by Date

• Choose the options group by Date and you can view all expenses with in the date range.
• Click on the date will display detailed view of the expenses by client, project, expense category and user for the particular day.

VIEWS

Summary view

• In summary view columns like Client, Period, Amount(Total), Approved Amount and Unapproved Amount.
• You can select or unselect the columns check box to display or hide in the report listing.

Detailed view

• In detailed view columns like Client, Period, Project, Category, User, Details, Amount(Total), Approved Amount and Unapproved Amount.
• You can select or unselect the columns check box to display or hide in the report listing.

Date range

• You can change the fixed date range by choosing the down arrow in the top right of the report.
• By default the date range is “this month” and click on the down arrow will display a dropdown with a list of fixed date range.
• Selected date range is displayed next to the down arrow which have up arrow and down arrow at the end.
• You can click on the arrows to navigate between the date range selected already.
• In date dropdown we have custom date to choose for a particular period.

Export Report Data

• You can export the summary or detailed report results to PDF, Excel and CSV format.
• Each report can be exported to the date range selected in the date picker.