Create Expense Reports

Workzone can provide reports of expenses accumulated by workspace, project, task and expense class for a given time period. To view an expense report, click the Reports link at the top of the screen and got the section for Expenses.

Note: Contributor, Reviewer, and Partner users do not have access to Expense reports.

The initial view of the expense reports shows a summary total view. To show more detailed views, select the appropriate circles at the top of the report in the Show By row.

You can filter reports by a variety of fields by clicking the Filters button.

At the bottom of the Filters page, there is also a checkbox to Show budget/variance. This will compare the actual expense entries for a project to the budgeted expenses for the project (set up under the details page for a project).

Click the Show expense entries checkbox to list each individual expense entry in the report.

You will also see the actual and budgeted expenses for a project on the details page for the project (top right), accessed when you click on the name of the project in the Task List.

You can print any expense report or export the report to Excel by clicking the appropriate links at the top right of the screen.

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