Expense Tracking Reports

Workzone can provide reports of expenses accumulated by workspace, project, task and expense class for a given time period. To create an expense report, go to the Expenses section under Reports.

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.

Click the Filters button to customize the report to your needs, including showing budget and variation to budget. 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).

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.

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