Follow the steps below to run the Expenditure Detail Report:
Navigate to TimeXpress Administration (TimeXpress > Administration).
Select Expenditure Detail Report from the left-navigation panel. The Expenditure Report screen appears as shown below:
Select options to configure the report. These are described in the following table:
Option | Description |
Contract | Use the dropdown to select one Contract to include in the report |
Tasks | Select Tasks to include in the report by moving them into the Selected Tasks field. |
SubTasks | Select SubTasks to include in the report by moving them into the Selected Subtasks field. |
Include Labor Rate and Expenditure Amount | Use this checkbox to include the Labor Rate and Expenditure Amount in the report. |
Expenditure Report Option | There are options to run this expenditure report for the Current Month (includes all days from the first of the month to the date the report is run) or By Date Range. |
Include opened timesheets detail | Use this checkbox to include open timesheet details in the report. |
Date Range | If using the By Date Range option under Expenditure Report option, you must also provide a Date Range using the Calendar icons. |
When all options are configured, click Generate Report to view the report output.
On the Expenditure Detail Report screen, click Print Report to print the report output, or Export to download it in one of the available file formats.