Expense Reports Prerequisites (v8.xx)

In order to report weekly project expenses, resources must first be published in the [Timesheets] module, ([Timesheets] must be selected on the [Destinations] tab of the Resource record in the [Resources] module).

Expenses can be charged to a project provided that the project status is "In progress" (in standard mode only, see the Keywords & Labels setup document of the [Projects] module if the projects statuses were customized).

• Related Articles

• 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 ...

• 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 ...

• 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 ...

• Reports in Genius Project (v8.xx)

  Genius Project integrates 3 different ways of producing reports and charts: Built-in Genius Chart. Genius chart is a powerful built-in tool giving the ability to define charts in terms of any existing views or documents in Genius Project. Genius ...