Consolidated expenses
Review expense totals by employee and type.
Expense reporting requires expense-report permission and the expense-manager feature; downloads require download permission.
Choose the selection
- Open Reports → Expenses and choose the named View. Set Date range, Office, Team and Executive.
- Expand More filters. Set Date basis to Expense date or Submission date, choose an Expense type, and optionally search by employee, payee, type or remarks. Select Apply filters.
- Sort or page matching rows. If authorized, use Copy CSV, Export CSV or Export Excel. Refresh report data to reload the selection.
Read the results
Each row groups an employee and expense type and shows employee, email, team, office, type ID and name, Entries, Recorded amount, Current office currency, Entries without amount and the From/To range. Compare amounts only within their displayed currencies. Currency labels come from the employee’s current office; historical expense currencies are not stored. Missing amounts are counted separately and excluded from amount totals.
Example and troubleshooting
To review fictional June submissions, choose Submission date and a June range; earlier expense dates can still appear. If a record is missing, check the date basis, period, employee, type and scope. Recorded amounts do not themselves establish approval.
Totals and report size
Summary totals group recorded amounts by the current office currency; missing amounts are excluded from totals and counted separately. The results and direct exports are limited to 2,000 summary rows, with 50 rows per page. Narrow the dates or employee scope if the limit is exceeded. Open Expense entries to inspect the underlying records and available receipts.
