{"id":19026,"date":"2024-06-30T15:23:07","date_gmt":"2024-06-30T15:23:07","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=19026"},"modified":"2026-11-06T13:11:46","modified_gmt":"2026-11-06T13:11:46","slug":"expense-report","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/pt\/reports\/expense-report","title":{"rendered":"Relat\u00f3rio de despesas"},"content":{"rendered":"<p class=\"wp-block-paragraph\">The Expense report provides a way for teams to view and manage all tracked costs. You can filter expenses by various criteria, mark them as invoiced, and export customized reports to streamline reimbursement and billing processes.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Nota<\/span><\/div><div class=\"box-content\">\n<p class=\"wp-block-paragraph\">Essa ferramenta est\u00e1 dispon\u00edvel nos planos de assinatura <strong>Pro<\/strong> e <strong>Enterprise<\/strong> .<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Permiss\u00f5es<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Administradores podem ver e editar todas as despesas<\/li>\n\n\n\n<li class=\"tip\">Os gerentes de equipe podem ver todas as despesas dos membros de sua equipe<\/li>\n\n\n\n<li class=\"tip\">Os gerentes de projeto podem ver todas as despesas dos membros que trabalham em seus projetos<\/li>\n\n\n\n<li class=\"tip\">Os gerentes de equipe podem editar despesas dos membros de sua equipe (se habilitado <strong>Quem pode editar o tempo e as despesas para outras pessoas<\/strong> nas configura\u00e7\u00f5es do espa\u00e7o de trabalho)<\/li>\n\n\n\n<li class=\"tip\">Os usu\u00e1rios regulares podem ver e editar apenas suas pr\u00f3prias despesas (a menos que estejam <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/lock-timesheets\">bloqueadas<\/a>)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For an overall guidance on how to manage expenses, watch the video and follow the instructions below.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ratio ratio-16x9\"><iframe loading=\"lazy\" title=\"Expenses - Management | Clockify Tutorial (2025)\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/mgrICQSMg0o?list=PLQAwVmVuWw1FXEgcgUCBZja8Fwha9xy-3\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><figcaption class=\"wp-element-caption\">A interface do usu\u00e1rio exibida neste v\u00eddeo pode n\u00e3o corresponder \u00e0 vers\u00e3o mais recente do aplicativo.<br><br><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Create expense report<\/h2>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">To create an expense report:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>V\u00e1 para a p\u00e1gina <strong>Reports &gt; Expenses: Detailed<\/strong><\/li>\n\n\n\n<li>Select the time\/date range you want the report to show<\/li>\n\n\n\n<li>Apply one or more of the following filters:\n<ul class=\"wp-block-list\">\n<li>Equipe<\/li>\n\n\n\n<li>Cliente<\/li>\n\n\n\n<li>Projeto<\/li>\n\n\n\n<li>Tarefa<\/li>\n\n\n\n<li>Categories<\/li>\n\n\n\n<li>Status (Billable\/Non-billable, Approved\/Unapproved, Invoiced, Uninvoiced, etc.)<\/li>\n\n\n\n<li>Moeda<\/li>\n\n\n\n<li>Note (With\/without note)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Clique em <strong>Apply Filter<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"424\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Create-expense-report.gif\" alt=\"\" class=\"wp-image-36345\"\/><\/figure>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">You can <strong>export<\/strong> all the expenses to PDF, CSV and Excel by clicking <strong>Export<\/strong> and selecting the file format (PDF, CSV, or Excel).<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Nota<\/span><\/div><div class=\"box-content\">\n<p class=\"wp-block-paragraph\">To ensure you retain your data, we recommend exporting your previously created expenses before changing from an Enterprise or PRO plan, as they are not visible on lower tiers.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Delete uma despesa<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To edit or delete an expense, click on the <strong>tr\u00eas pontos<\/strong> next to the expense and click <strong>Delete.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"161\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-09.19.11-1-1024x161.png\" alt=\"\" class=\"wp-image-19530\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-09.19.11-1-1024x161.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-09.19.11-1-300x47.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-09.19.11-1-768x121.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-09.19.11-1-1536x241.png 1536w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-09.19.11-1-2048x321.png 2048w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-09.19.11-1-18x3.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-blue\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask0_1_85240\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask0_1_85240)\"><path d=\"M8.275 7.72461L5.275 4.72461L6.7 3.29961L9.7 6.29961L8.275 7.72461ZM12 5.34961V1.09961H14V5.34961H12ZM19.275 18.7246L16.275 15.7246L17.7 14.2996L20.7 17.2996L19.275 18.7246ZM17.7 7.72461L16.275 6.29961L19.275 3.29961L20.7 4.72461L17.7 7.72461ZM18.65 11.9996V9.99961H22.9V11.9996H18.65ZM5.125 21.6996L2.3 18.8746C2.1 18.6746 2 18.4413 2 18.1746C2 17.9079 2.1 17.6746 2.3 17.4746L11.375 8.37461C11.9583 7.79128 12.6667 7.49961 13.5 7.49961C14.3333 7.49961 15.0417 7.79128 15.625 8.37461C16.2083 8.95794 16.5 9.66628 16.5 10.4996C16.5 11.3329 16.2083 12.0413 15.625 12.6246L6.525 21.6996C6.325 21.8996 6.09167 21.9996 5.825 21.9996C5.55833 21.9996 5.325 21.8996 5.125 21.6996ZM5.825 19.5996L12.1 13.3246L10.675 11.9246L4.425 18.1746L5.825 19.5996Z\" fill=\"#03A9F4\"><\/path><\/g><\/svg><span class=\"box-label\">Dica<\/span><\/div><div class=\"box-content\">\n<p class=\"wp-block-paragraph\">Voc\u00ea pode fazer <strong>Desfazer <\/strong>deletion from the pop-up message that appears on the bottom-right of the screen. <\/p>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"424\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Undo-delete-expense.gif\" alt=\"\" class=\"wp-image-36365\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Export a customized expense report<\/h2>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Voc\u00ea tamb\u00e9m pode personalizar uma exporta\u00e7\u00e3o em PDF, Excel ou CSV do relat\u00f3rio de despesas na p\u00e1gina <strong>Relat\u00f3rio de despesas detalhado<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Para fazer isso:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>V\u00e1 para a p\u00e1gina <strong>Relat\u00f3rios<\/strong> &gt; <strong>Expenses: Detailed<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Export<\/strong> to expand the drop down menu<\/li>\n\n\n\n<li class=\"translation-block\">Escolha <strong>Personaliza\u00e7\u00e3o<\/strong><\/li>\n\n\n\n<li>Tick the boxes to include all the information you want to appear in the report<\/li>\n\n\n\n<li>Clique em <strong><strong> Salvar<\/strong><\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"424\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Export-Expense-Report.gif\" alt=\"\" class=\"wp-image-36357\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Cada relat\u00f3rio exportado em PDF, Excel ou CSV incluir\u00e1 os dados selecionados.<\/p>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">Artigos relacionados<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/reports\/viewing-your-employees-hours\">Ver tempo e despesas rastreadas<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/pt\/reports\/customize-exports\">Personalizar exporta\u00e7\u00f5es de relat\u00f3rios<\/a><\/li>\n<\/ul>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"The Expense report provides a way for teams to view and manage all tracked costs&#8230;","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[64],"tags":[],"class_list":["post-19026","post","type-post","status-publish","format-standard","hentry","category-analyze-expenses"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"tamara radijevac","author_link":"https:\/\/clockify.me\/help\/pt\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/19026","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/comments?post=19026"}],"version-history":[{"count":38,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/19026\/revisions"}],"predecessor-version":[{"id":36372,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/posts\/19026\/revisions\/36372"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/media?parent=19026"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/categories?post=19026"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/pt\/wp-json\/wp\/v2\/tags?post=19026"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}