The Expenses by Employee report shows how much each person has spent, and how much of it has been paid back. It covers the whole account and shows every amount in your account currency.
Open the report
Click Reports in the left menu. On the Standard tab, click Expenses by Employee under Expense, or type its name in Search. Set the parameters, then click Preview to run the report. The report's own heading reads Expenses by Staff.
Administrators and Finance Managers can run this report.
Choose what to include
- StartDate and End Date: the expense dates to include. Leave both empty to include all expenses, which is how the report opens.
- Group/Trip Name: only the expenses in one or more groups or trips.
- Reimbursement Status: only expenses with the statuses you pick.
- Expense Reimbursement: only the expenses in one or more reimbursements. Each is listed by the person's name and its start date.
See reimbursements for how reimbursement statuses work.
Read the report
The heading shows your account currency and, if you set them, the dates. The By Amount pie chart shows each person's share of the total.
The table has one row for each person and reimbursement status. So a person with some expenses paid back and some still waiting appears on two rows. The Total row adds up everyone.
Column | What it shows |
|---|---|
User Name | The person's name and email address. Click it to open the Expense Details report for that person, the same dates and group or trip |
Reimbursement Status | The reimbursement status of the expenses on this row |
Expense Count | The number of expenses |
Category Count | How many expense categories they used |
Customer Count | How many customers the expenses are for |
Amount Before Tax | The amount without tax |
Tax Amount | The tax |
Amount | The total amount, including tax |
Amounts in other currencies are converted to your account currency with each expense's exchange rate. See how Avaza converts expenses.
Save, schedule or export
Click Save As to keep your parameters as a saved report. See saving and sharing reports. On a paid plan, a saved report can be emailed on a schedule. Any report can be exported.