View approved travel and expense costs for a selected period, grouped by expense type, employee, department, or company.
Create a cost report for Travel and Expenses
- Go to Reports → Travel or expense.
- Select Cost reports, then select Per expense type and choose the level or department.
- Select the period.
- The cost report shows each expense type and its corresponding amount. Use this information together with your knowledge of the payroll type linked to each expense type to get a complete overview.
Only approved travel and expenses appear in the cost report.
Note
A report directly grouped by payroll type is not available. The report grouped by expense type provides equivalent information.
Available cost report types for Travel and Expenses
| Report type | Description |
|---|---|
| Per expense type | Summarizes costs for each expense type during the selected period |
| Expense type per employee | Summarizes expense types grouped by employee |
| Travel expense claim per employee | Summarizes travel expense claims grouped by employee |
| Expense type per department | Summarizes expense types grouped by department |
| Expense type per company | Summarizes expense types grouped by company |
Important information about cost reports for Travel and Expenses
Cost reports for Travel and Expenses are summary reports for the selected period. They do not show one line for each individual travel expense claim or expense report.
Each travel expense claim and expense report has a unique ID. However, the ID is not available as a filter or grouping option in cost reports.
To find information about a specific travel expense claim or expense report, open it directly in Travel or Expenses instead of using the report feature.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article