Project Expense
The Project Expenses Report helps you manage project costs by displaying all your expense sheet and expense item data by project. The report breaks up the information into multiple tables, one for each expense sheet tied to the project, and shows detailed information about the line items associated with each expense sheet.
To access the report, you must have the User Permission 'Access Projects Billing Report'.
To view the results of this report, you must choose a project. You can also narrow down the results by company, expense sheet active status (active or deleted), and invoice status (invoiced or not invoiced).
The results will be separated into multiple tables, one for each expense sheet associated with the project. In each table, there will be a summary section for the expense sheet, and a detailed section that will show the expense items.
The summary section will display the company, expense sheet, and project names. The company name is a quick link which will redirect you to the company’s page on the site. You will also see the order number, invoice status, expense sheet status, and total expense sheet amount. If the expense sheet has been invoiced you will see the invoice number, which when clicked on will open a PDF of the invoice. If deleted expense sheets are included in the results, they will be displayed with a strike-through.
The expense items table underneath the summary shows details for all the expense items on that expense sheet. Each row will display the item ID, the description of the item, and the amount the expense item is for. The table also shows the chosen account, as well as if there is a service tied to the item, and any attachments. The attachment name is a quick link which will open the attachment in a new browser tab.
Updated 9/30/2025