Expense Status Report

Overview

The Reports > Payroll > Expense Status report summarises the expenses that have been created in an entity. The report includes a summary section and a list of individual expenses.

You can view the details of an expense report by clicking a Report Name. In the popup window, you can print or download a .pdf version of the expense report.

Expenses can be approved or rejected from within the report. To do this:

1. Tick the checkbox to select an expense.
2. Click With Selected...
3. Select Approve or Reject from the Mark Selected As drop-down list.
4. Click Submit.

On-Screen Columns

The Expense Status summary at the top of the report outlines the number of outstanding expenses for the entity. These are separated into Pending Approval, Approved, and Pending Submission. 

Each individual expense report will be shown on a separate line in the Expense Status report. The following columns are included in the on-screen view:

• Date
• Employee
• Customer
• Job
• Expense Report name
• Status
• Total
• View

Export Options

You can export a .csv, .pdf or .zip file that contains the following columns:

• Date
• Employee
• Report Name
• Workplace
• Status
• Currency
• Total
• Tax

When you export the report, you will need to ensure that you have selected the expense reports you would like documented. If no items are selected, the export cannot be completed.