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 Reports in the top navigation bar and go to the section for EXPENSES.

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

There are two different expense report formats, Expenses by project and Expenses by expense class. To show different details in  Expenses by project, 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 box that appears, 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 tray for a project, accessed when you click on the name of the project in the main projects area.
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