{"id":19026,"date":"2024-06-30T15:23:07","date_gmt":"2024-06-30T15:23:07","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=19026"},"modified":"2026-04-23T08:20:23","modified_gmt":"2026-04-23T08:20:23","slug":"expense-report","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/reports\/expense-report","title":{"rendered":"Expense report"},"content":{"rendered":"\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\">Note<\/span><\/div><div class=\"box-content\">\n<p>This feature is available on <strong>Pro<\/strong> and <strong>Enterprise<\/strong> subscription plans.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Permissions<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Admins can see and edit all expenses<\/li>\n\n\n\n<li class=\"tip\">Team managers can see all expenses for their team members<\/li>\n\n\n\n<li class=\"tip\">Project managers can see all expenses for members working on their projects<\/li>\n\n\n\n<li class=\"tip\">Team managers can edit expenses for their team members (if enabled <strong>Who can edit time and expenses for others<\/strong> in workspace settings)<\/li>\n\n\n\n<li class=\"tip\">Regular users can see and edit only their own expenses (unless they are <a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/lock-timesheets\">locked<\/a>)<\/li>\n<\/ul>\n\n\n\n<p>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=\"Expense 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\">User interface displayed in this video may not correspond to the latest version of the app.<br><br><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">See and manage tracked expenses<\/h2>\n\n\n\n<p class=\"translation-block\">To see all tracked expenses, open Expense report either from the sidebar, or by going to any Report and clicking on <strong>Time report<\/strong>, and selecting <strong>Expense report<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"334\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-10.27.51-1024x334.png\" alt=\"\" class=\"wp-image-19543\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-10.27.51-1024x334.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-10.27.51-300x98.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-10.27.51-768x251.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-10.27.51-1536x501.png 1536w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-10.27.51-18x6.png 18w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-10.27.51.png 1706w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can get the report for any date range you need by choosing the range in the upper left corner and choosing a predefined range or selecting a custom one.<\/p>\n\n\n\n<p class=\"translation-block\">You can filter the report by the following criteria: <strong>billable<\/strong> (billable, non-billable), <strong>type<\/strong>&nbsp;(time off, holiday, regular entry), <strong>approval<\/strong> (approved, unapproved) and <strong>invoicing<\/strong> (invoiced).&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">You can <strong>sort <\/strong>expenses by clicking on the column header in the table.<\/p>\n\n\n\n<p>Expenses that are invoiced are marked as invoiced. Hover over the invoiced tag to see which invoice picked them up.<\/p>\n\n\n\n<p>You can manually mark expenses as invoiced by selecting them via bulk edit and then choosing <strong>Mark as invoiced<\/strong>. To mark as uninvoiced, select only the invoiced expenses.<\/p>\n\n\n\n<p class=\"translation-block\">You can <strong>export<\/strong> all the expenses to PDF, CSV and Excel by clicking <strong>Export<\/strong>.<\/p>\n\n\n\n<p class=\"note\">Once you downgrade your subscription from Enterprise or PRO to a lower plan, previously created expenses won\u2019t be visible and cannot be exported anymore.<\/p>\n\n\n\n<p>To edit or delete an expense, click on the three dots next to the expense.<\/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<p class=\"tip\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/editing-time-entries#undo-delete-action\">Undo the &#8216;delete&#8217; action<\/a> immediately after the deletion in the success toast message at the bottom-right corner.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Customize export<\/h2>\n\n\n\n<p class=\"translation-block\">You can also customize a PDF, Excel or CSV export of the expense report in the <strong>Detailed expense report<\/strong> page.<\/p>\n\n\n\n<p>To do that:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to report<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Export<\/strong><br><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"246\" class=\"wp-image-19531\" style=\"width: 150px;\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-07-26-at-09.27.33.png\" alt=\"\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-07-26-at-09.27.33.png 312w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-07-26-at-09.27.33-183x300.png 183w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-07-26-at-09.27.33-7x12.png 7w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Choose <strong>Customize<\/strong><\/li>\n\n\n\n<li>Choose which information you&#8217;d like to get<br><img loading=\"lazy\" decoding=\"async\" width=\"350\" height=\"673\" class=\"wp-image-19532\" style=\"width: 350px;\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-07-26-at-09.29.36.png\" alt=\"\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-07-26-at-09.29.36.png 497w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-07-26-at-09.29.36-156x300.png 156w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-07-26-at-09.29.36-6x12.png 6w\" sizes=\"auto, (max-width: 350px) 100vw, 350px\" \/><\/li>\n\n\n\n<li>Save<\/li>\n<\/ol>\n\n\n\n<p>Each report you export in PDF, Excel or CSV will contain the selected data.<\/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\">Related articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/reports\/viewing-your-employees-hours\">View tracked time &amp; expenses<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/reports\/customize-exports\">Customize report exports<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Permissions For an overall guidance on how to manage expenses, watch the video a&#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\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/19026","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=19026"}],"version-history":[{"count":31,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/19026\/revisions"}],"predecessor-version":[{"id":31033,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/19026\/revisions\/31033"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=19026"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=19026"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=19026"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}