T&E Report: Expenses By Expense Type

Users can view details on expenses by expense type within the Expense Entries table in the T&E Report.

  • The T&E 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.
 For more info on the T&E Report, go to this article.

Viewing Expenses by Expense Type Details

To view this info in the T&E Report:

  1. In the Work Management Toolbar, click View Applications.
  2. Click the Analysis application tile.
  3. Under the Standard Reports section of the navigation menu, click T&E Report.
  4. In the Expense Entries table, click on a dollar value in the Amount column.

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.