Expense Report and Expense Lines (v10.xx)

Expense Report and Expense Lines (v10.xx)


The "Expense report" interface is used to report costs. It consists of a simple layout that includes a header and a customizable number of rows where users can enter their expenses for a given week.

Before pushing expenses to the Cost records in the [Projects] module, Cerri Project converts expenses into "Expense detail" records, or a simple data structure that associates one expense to one project and day. These details are computed from the "Expense report" page and cannot be edited. "Expenses detail" records are useful to show costs by project and/or by resource for a period of time. The tabs [Follow-up] and [Timesheets] include views that display "Expense detail" records.

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    • Expense Report and Expense Lines (v8.xx)

      The "Expense report" is the interface used to report costs. It consists of a simple page that includes a header and a dynamic number of lines for users to fill in their expenses for a given week. Before pushing expenses to the Cost records in the ...

    • Create an Expense Report (v10.xx)

      To create a new expense report: Navigate to the [My workspace] tab Select "My timesheets" in the contextual navigation menu. Click "New expense report". Expense report header Resource name The resource to whom the expense reports belongs. By default, ...

    • Create an Expense Report (v8.xx)

      To create a new expense report: From the [My workspace] tab navigate select "My timesheets" in the contextual navigation menu. Click "New expense report". Expense report header Resource name (1) The resource the expense reports belongs to. By ...

    • Deleting an Expense Report (v10.xx)

      An expense report can be deleted as long as it has not been approved or is not awaiting approval. Administrators, however, can delete an expense report at any time. To delete an expense report: Navigate to the [My workspace] tab. Select the "My ...

    • Editing an Expense Report (v10.xx)

      As long as the expense report has not been approved or is not awaiting approval, it can still be modified. To modify an expense report: Navigate to the [My workspace] tab. Select "My expenses reports" from the contextual navigation menu. Click "In ...