Expense Reports

To view expenses by expense code or by employee for a specified date range, you can run an expense report.

To run an expense report, follow these steps:

  1. Click the Reports tab on the main menu.
  2. Click the Expense Report link at the left of the screen.
  3. Check the departments and users for whom you want data.
  4. From the Date Range drop-down menu, select the date range.

NOTE: By default, all departments will be checked. To clear the check marks from every department, you must uncheck the check box at the top. Then you can select individual departments for which you want to run the report.

You can also choose one of the following links at the top of the screen:
Print—Displays a clean view of the data, preferable for printing.
Email—Allows you to email the data.
Export—Allows you to export the data in CSV format, unless you have chosen a different format for exporting. Exports the data to your computer for importing into payroll.