Expense Report and Expense Lines (v8.xx)

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 [Projects] module, Geniusproject converts expenses into "Expense detail" records. It is a simple data structure that contains one expense related to one project for one day. It is computed from the "Expense report" page and not editable. "Expenses details" are useful to show costs during a period by project and/or by resource. The tabs [Follow-up] and [Timesheets] include views that display the "Expense detail" records.

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    • 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 ...

    • Editing an Expense Report (v8.xx)

      As long as it has not yet been approved or is not awaiting approval, it is possible to modify an existing expense report. To modify an expense report: Navigate to the [My workspace] tab. Select "My expenses reports" from the contextual navigation ...

    • Deleting an Expense Report (v8.xx)

      As long as it has not yet been approved or is not awaiting approval, it is possible to delete an existing expense report. An administrator however can delete an expense report at any time. To delete an expense report: From the [My workspace] tab ...

    • Project Status Report (v8.xx)

      The document Project status report is an excellent combine of known Project report and Project overview. The report is a predefined form in Genius Project (enable subform to use this document). The document can be created manually with the "Create ...

    • The Issue Report (v8.xx)

      The "Issue report" is the form project participants will use to report any issues they encounter throughout the lifecycle of their projects i.e. any event that can impact deadlines, workload or project quality, such as: A change in requirements. A ...