Expense Report

This article will show you how to access a User Expense Report for your employee's expenses.  You can apply certain filters and options to customize the report.  Follow the outlined steps below!

Quick Summary of Step-by-Step Guide: 

1. Click on the 'Mega Menu tab→ 'Time & Expense' sub-tab
2. Click on the 'Expense Report' link
3. Select desired filters and options
4. Click the 'Apply Options' button 

In-Depth Step-by-Step Guide: 

1. The User Expense Report can be accessed by clicking on the 'Mega Menu' tab and then the 'Time & Expense' sub-tab. 
   
   
   
   
   
2. You will see the available reports related to time & expenses.  Since we're talking about the Expense Report, click the 'Expense Report' link. 
   
   
   
   
   
3. A new tab will open in your browser where you can select desired filters and options for your report. The available options and filters are defined as follows: 
   
   - Time Range: Filter by a single month and year, or by a custom date range
   - Employee: Choose a single employee or all employees
   - Print Mode: You can select to have multiple expense sheets per page or only one per page
   - Status: Select if you'd like to include unsubmitted, submitted, and/or approved expenses
   
                                           
   
   
   
4. After you've applied your desired filters and options, click the 'Apply Options' button to generate your printable report.  Below is an example of a User Expense Report.
   
    
   
   
   

SUCCESS!!!

• Now that you've learned how to access a User Expense Report, check out the other reports you can access in our Reports 101 section.  
• Can't find what you're looking for?  Give us a call, submit a request ticket, or send us a chat message.