Expense Reports Overview

ClickTime offers a variety of expense reports to help Administrators, Managers, and Employees review, approve, and analyze expenses. These reports are available from the Company → Reports page (for Administrators and Managers with report access) and the My Reports page (for employees).

Expense reports provide visibility into expense activity, allocation, and reimbursement, making it easier to manage costs and ensure compliance.

Available Reports

Detailed Reports 

These reports include robust features and often require step-by-step guidance:

• Expense Sheet Report – For reviewing, approving, and allocating expenses, including signature-ready reports.
• Expense Export (Beta) – Customizable export with filters, column selection, and receipts to PDF.
• Project and Person Summary with Expense Detail – Breaks down expenses by person and type, with the option to include your company logo.

Other Expense Reports 

These reports are simpler, offering summarized or specialized data views:

• Expense Summary by Client and Project – Overview of expenses by client/project.
• Expense Project and Person Summary – Breaks down expenses by person within a project.
• Expense Type Summary (Excel) – Summarizes expenses by type.
• Mileage Summary (Excel) – Summarizes mileage reimbursements by person.
• Legacy Expense Export (.txt) – Basic export of all expense data within a date range.

👉 Learn more in the Other Expense Reports Guide.

Choosing the Right Report

• Need approvals or allocation detail? Use the Expense Sheet Report.
• Want raw data for accounting? Use the Expense Export (Beta) or Legacy Export.
• Looking for high-level trends? Use the Summary Reports (by client, project, type, or mileage).
• Need detailed breakdowns? Use Project and Person Summary with Expense Detail.