Expense report

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.

Permissions #

• Admins can see and edit all expenses
• Team managers can see all expenses for their team members
• Project managers can see all expenses for members working on their projects
• Team managers can edit expenses for their team members (if enabled Who can edit time and expenses for others in workspace settings)
• Regular users can see and edit only their own expenses (unless they are locked)

For an overall guidance on how to manage expenses, watch the video and follow the instructions below.

Create expense report #

To create an expense report:

1. Go to Reports > Expenses: Detailed
2. Select the time/date range you want the report to show
3. Apply one or more of the following filters:
   • Team
   • Client
   • Project
   • Task
   • Categories
   • Status (Billable/Non-billable, Approved/Unapproved, Invoiced, Uninvoiced, etc.)
   • Currency
   • Note (With/without note)
4. Click Apply Filter

You can export all the expenses to PDF, CSV and Excel by clicking Export and selecting the file format (PDF, CSV, or Excel).

Delete an expense #

To edit or delete an expense, click on the three dots next to the expense and click Delete.

Export a customized expense report #

You can also customize a PDF, Excel or CSV export of the expense report in the Detailed expense report page.

To do that:

1. Go to Reports > Expenses: Detailed
2. Click Export to expand the drop down menu
3. Choose Customization
4. Tick the boxes to include all the information you want to appear in the report
5. Click Save

Each report you export in PDF, Excel or CSV will contain the selected data.