Expense reporting

  • Updated

To effect wider reporting and reconciliation of Expenses, you can use the ‘Expenses Report’ in the Reports tab:

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Use the filters on the Display side menu to tailor the report as required, for example you could isolate a single, Resource, Team or month:

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Use the Export side menu to determine which method of export you wish to use:

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Use the Schedule side menu to automatically run and send the report in your desired format:

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