Expense Reports
Analyse expense spending across your organisation by client, project, category, or team member.
Summary Reports
By Client
Total expenses per client, showing billable and non-billable breakdowns. Useful for understanding cost distribution across your client portfolio.
By Project
Expense totals per project. Helps track project-level costs and compare against budgets.
By Category
See spending by expense type (e.g., Travel, Meals, Software). Identifies the largest cost categories and spending trends.
By Team Member
Per-person expense totals. Useful for understanding who’s incurring expenses and ensuring policy compliance.
Detailed Expense Report
Shows individual expense entries with:
- Date
- Team member
- Client and project
- Category
- Notes
- Amount
- Billable status
- Receipt indicator
- Approval status
Report Metrics
| Metric | Description |
|---|---|
| Total Amount | All expenses in the period |
| Billable Amount | Expenses chargeable to clients |
| Non-Billable Amount | Internal expenses not billed |
Filtering
Filter expense reports by:
- Date range — Preset or custom periods
- Client — Specific clients
- Project — Specific projects
- Category — Expense types
- Team member — Individual people
- Billable status — Billable, Non-billable, or All
- Approval status — Approved, Submitted, Unsubmitted, or All
Permissions
- Members see only their own expenses.
- Managers see expenses from their assigned teammates.
- Administrators see all expenses in the workspace.