This article is written for individuals who will be reporting on expenses within the TeamDynamix system. They will need to have access to TDNext, as well as access to the Finance application.
Overview
This report displays all the expense entries for a specified date range. The report is driven by any expenses reported for the date range specified in the report criteria. Expenses do not need to be approved or submitted to be included in this report, only entered.
Where to Find This
This feature appears in TDNext in the Finance application. It is located by running the T&E Report within the navigation on the left side of the screen. Once the report is run, click on any dollar value in the Amount column in Expenses table.
Navigate to this report following this path:
- TDNext > Finance > Standard Reports > T&E Report > Amount column
Using the Expenses by Expense Type Report
The table will display the person, expense type, project name, expense report date, expense receipt date, expense description, expense status, expense quantity, the reimbursable amount, the non-billable amount, the billable amount, and the total bill amount for each expense reported in the specified date range, broken down by expense type. Person name links will be links to that person's user profile.