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Using Expense Reports

Expense reports allow you to quickly review the expense records associated with your employees or locations. This can help you in reimbursing your employees and/or tracking work-related costs such as fuel, supplies, etc.

 Additional Information

For more information about setting up and using Expenses, you can refer to the following article.

Expenses by Employee

Lists the expenses recorded by each Employee, within the specified date range. This can help when trying to track the expenses related to an employee such as tracking fuel purchases for company vehicles. 

Report Specific Options

ETC_-_Reports_-_Employee_Expenses_-_Report_Specific_Options.png

  • Show Employee/Location ID
  • Sort Employees by Name/ID Number
  • Separate Names and IDs with a new line, double space, hyphen, or colon.
  • Separate each employee on a separate page.

Report Example

ETC_-_Reports_-_Employee_Expenses_-_Example.png

Expenses by Location

Lists the expenses recorded at each Location, within the specified date range. This can help when trying to track the expenses related to a location/job site such as tracking material purchases for reimbbursement. 

Report Specific Options

ETC_-_Reports_-_Location_Expenses_-_Report_Specific_Options.png

  • Show Employee/Location ID
  • Sort Employees by Name/ID Number
  • Separate Names and IDs with a new line, double space, hyphen, or colon.
  • Separate each Location on a separate page.

Report Example

ETC_-_Reports_-_Location_Expenses_-_Examples.png

For more information regarding reports, please refer to the following article: Reports Walkthrough

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