- 01
Open Reporting
In the web portal, open Reporting and choose Expenses at the top of the page. Reporting is on The Works plan. It is not shown to Base or viewer users.
- 02
Choose the period
Pick This week, Last week or This month, or choose Custom and set your own start and end dates.
- 03
Filter what you need
Narrow the report to particular projects, customers or categories. The totals at the top show the spend, the number of projects and the number of categories for what is selected.
- 04
Read it by project or by category
Switch between By project and By category. Each row shows its lines and total; expand a row to see the expenses behind it.
- 05
Export it
Select Export CSV or Export Excel. The file contains the expenses in your current filters, ready for your accounts package or a client recharge.
Good to know
- ✓There is no direct sync to Xero, QuickBooks or Sage. Export CSV or Excel and import it there.
- ✓Timesheets has the same layout: switch to it from the top of the Reporting page. See Report on timesheets in Reporting.
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