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. The expense reports require that you have set up and are using expenses. For more information about expenses, please refer to the following dedicated 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.
- 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 reimbursement.
- Click Reports from the menu bar.
- Click either of the reports in the Expenses section.
Expenses by Employee
Report Specific Options
- Show Employee ID - Show the employee ID in addition to the employee name.
- Show Location ID - Show the location ID in addition to the location name.
- Sort Employees by Name/ID Number - Sort the list of expenses by the employee's name or ID number. This option will not be available if "Show Employee ID" is not enabled.
- Separate Names and IDs with a new line, double space, hyphen, or colon.
- Separate each employee on a separate page.
Report Example
The "Expenses by Employee" report will list your employees and expense records with the associated employee and the total dollar amount of the expenses for the employee. There will be columns for:
- Date
- Type
- Amount
- Location
Expenses by Location
Report Specific Options
- Show Location ID - Show the location ID in addition to the location name.
- Show Employee ID - Show the employee ID in addition to the employee name.
- Sort Locations by Name/ID Number - Sort the list of expenses by the location's name or ID number. This option will not be available if "Show Location ID" is not enabled.
- Separate Names and IDs with a new line, double space, hyphen, or colon.
- Separate each Location on a separate page.
Report Example
The "Expenses by Location" report will list your locations and expense records with the associated location.
The "Expenses by Location" report will list your locations and expense records with the associated location and the total dollar amount of the expenses for the location. There will be columns for:
- Date
- Type
- Amount
- Employee