What
Track expenses for all projects in one place.
Why
  • Save time by avoiding manual, project-by-project checks.
  • Get a clear overview of all expenses, including cost, markup, and the billable total. 
  • Ensure all expenses are billed accurately.
Who
  • Site admins can access the expense summary report and view all expense data across all projects.
  • Project admins can view the expense summary report only for the projects they're administrators of. 
When
Review the expense summary report weekly, monthly, or for a custom period. 

View the expense summary report

  1. Select Reports in Teamwork.com's main navigation menu. If it's not pinned, you'll find Reports hidden under the ...More option. 
  2. Scroll to the Teamwork.com reports section.
  3. Select Expense Summary.

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The expense summary report provides a set of columns displaying key information about expenses across Teamwork.com projects. Only expenses with an issue date within the selected date range of the report will be shown.

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Expense Summary columns

 Client
The client to whom the expense is associated. 
 Project
The project associated with the expense. 
 Budget period
The budget period the expense was issued during.
 Date
The date the expense occurred. 
 Owner
The person to whom the expense is associated. 
 Category
The category applied to the expense. 
 Cost
The total cost of the expense. 
 Markup
The percentage markup applied to the expense. 
 Billable total
The total billable amount of the expense. 
 Description
The title and description applied to the expense. 
 Status
The status of the expense (invoiced, billable, or non-billable).
 Invoice no./ID
The unique ID or number of the invoice that the expense is associated with. 
 Last updated
The date and time that the expense was last updated. 
 Created by
The person who created the expense.
 Created at
The date and time that the expense was created. 

Customize report columns

Click the plus icon to the right of the header row:

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  • Show/hide columns: Toggle on (and off) individual property columns you want to show (or hide).
  • Reorder: Click and hold the set of dots to the left of a column heading in the dropdown, then drag it to a new position in the list. You can also drag columns directly within the report itself.
  • Resize: Click and hold a column heading's right side, then drag it left or right to extend or reduce the column's width.
  • Sort: Click a column heading to sort the report based on that property. Click the heading again to switch between ascending and descending order.

Date range

Use the date range options in the report's top left to refine the data period reflected in the report. Only expenses with an issue date within the selected date range will be shown. 

  1. Click the current date period and select a date range from the dropdown.
  2. Use the arrows to navigate to the previous or next period.
  3. Click This week (or month/quarter) to return to the current period.


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Search and filter the expense summary report

Search

Use the search field in the report's top right to locate a specific expense by its title or category. 

Filter

  1. Click the Filter button in the report's top right.
  2. Select the option you want to filter by (project, client, owner or status).
  3. Choose the corresponding filter criteria (ex. "Project ABC," "Project DEF").
  4. Choose additional items to include in the report:
    1. Clients
    2. Status type (all expenses, billable, non-billable, or invoiced).
    3. Data from archived projects
  5. Manage filters:
    1. Clear all: Remove all currently applied filter criteria.
    2. Save filter: Save the current criteria for quick application in the future. Access and apply saved filters via the Saved filters option.

The report updates automatically as you apply filter criteria.