Expense Sheet Report

The Expense Sheet Report provides a breakdown of all expense items within an expense sheet. It’s especially useful for managers during the approval process and for organizations that need a clear record of submitted expenses.

This report displays dates, projects, expense amounts, comments, and includes pre-filled signatures for both submitters and approvers.

Accessing the Report (Managers & Administrators)

1. Go to Company → Reports.
2. Scroll to the Expenses section.
3. Select Expense Sheet Report.
   

Accessing the Report (Employees)

Employees can also run the Expense Sheet Report from the My Reports page:

1. Navigate to Personal → My Reports.
2. Select Expense Sheet Report.
3. Choose your date range and output format (HTML, Excel, PDF).

This allows employees to generate a personal copy of their submitted expenses for record-keeping or reimbursement purposes.

Report Criteria

When running the Expense Sheet Report, you can define:

• Date Range – Select the period of expense sheets to include.
  • ⚠️ Important: The report uses the creation date of the expense sheet, not the dates of the expense items within it.
    • Example: If an expense sheet is created on February 5 but contains expenses from January, include February in your report range to capture it.
• People (manager view only) – Run the report for specific employees or groups.
• Output Format – Choose HTML, Excel, or PDF.

Report Output

The report will display:

• Expense sheet creation date
• Expense items with project and client details
• Expense type and amount
• Notes and comments (if provided)
• Submitter and approver signatures

When viewed in HTML format, you can:

• Click into each expense sheet for full details.
• Export the results to Excel or PDF.

In Excel or PDF format, the report will either open directly in your browser or prompt you to download.

Best Practices

• Use the PDF format for record-keeping and formal documentation.
• Use Excel if you need to analyze or manipulate expense data further.
• Always set your date range wide enough to capture the creation date of expense sheets, even if the expense items fall earlier.
• Employees can run this report from My Reports to keep a personal copy of their expense history.

Closing Summary

The Expense Sheet Report is a versatile tool for both employees and managers. Employees can generate their own expense history directly from My Reports, while managers and administrators can run it at the company level for approvals and audits. By providing a detailed breakdown of expenses with signatures and flexible export options, this report ensures accountability and makes expense tracking clear and consistent.