Expense reporting

  • Updated

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

9. Financials.png

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:

Financial - 157.png

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

Financial - 158.png

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

Financial - 159.png

 

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