13.3.4. Generating Expense Reports

The user can generate a variety of expense reports. They are described here:

13.3.4.1. Expense Reports

  • Individual Expense Report- Generates an expense report for a given user for a given time period. The user can select the details of the expenses to be included in the report.

  • Expense Tracking-Contains expensereports developed by OfficeClip

13.3.4.2. Other Reports

  • General Reports-Contains general reports developed by OfficeClip

  • Custom Reports- Contains custom reports that are created by the OfficeClip development team.

Reports can be generated based on different parameters. Depending on the needs of the company, they can be generated based on date of a project, profitability of a project, expenditure incurred in a project, etc.

13.3.4.3. Example

  1. From your login, select Timesheets, then Expense, then Reports.

  2. If you select Expense Summary link, you can generate an expense report for a given user for a specific time period.

  3. Click Edit to choose the date range and click Apply.

  4. The Expense Tracking reports, General report, and Custom report can be generated in any of four formats- Adobe PDF (.pdf) and Microsoft Excel (.xls). Select a format and click Export to preview the report.

See Also:

Creating an Expense

Inbox/Outbox Portlet

Exporting Expenses

Archiving Expenses

Reimbursements

Shared Items