Cost Card Report
The Cost Card reporttakes 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 |