Cost Card Report
The Cost Card report
takes each individual expense item and displays detailed information about it
. This report is useful for finding expenses by:
Employee, Vendor invoice or Soft Cost
Client, Engagement, Project or Resource
Draft, Unapproved or Approved
Date Ranges
Any combination of the above
Who this report is for
Finance and project managers.
Questions this report can answer
Question |
|---|
What expenses were submitted by a specific employee? |
How much have we paid a vendor? |
Permissions and Settings
Permission | Description |
|---|---|
Run Cost Card Report | A cost center permission that allows you to see Expenses, Payment Vouchers and Soft Costs |
Engagement Manager | Engagement managers can see expenses for all projects in their engagements |
Project Manager | PM's can see expenses for their projects. PMs must use the engagements in cost center option rather than the disbursing cost center option. |
Prebuilt Reports
The following prebuilt reports may be included in your installation.
Report | Description |
|---|---|
Expense Approval Audit Report | For each expense show the day it was approved and who it was approved by |
VAT Audit Report | Reports each expense item's incurred amount without VAT and the VAT amount |
Cost Card Listing | Reports basic information on expense items individually, by expense report or by payment voucher |