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How to view and track an employee expense summary

This page lets you easily track all expenses created by an employee during business travel or other expense-related activities 

Steps:

1. Navigate to MANAGE > Expense Claims.

2. Click the Employee Expense Summary hyperlink.

3. Use the Filters to narrow down your search or select an expense from the list

4. Click on List Export to view the employee expenses.

5. The list export link provides you with two ways to view the expenses. Select the option that you would like to see.

  • Summary - Actual and Budget totals for each job and task type
  • Detail - List of individual expenses.

The system will generate an Excel sheet with the information requested.

6. Sample Report below