The My Expense Details report lists your own expenses and nobody else's. Use it to reconcile what you've filed with what you spent, to keep a record, or to send a client the expenses for their project.

Open the report

Click Reports in the left menu. On the Standard tab, click My Expense Details under Expense, or type its name in Search. Set the parameters, then click Preview to run the report. Its heading reads "Expenses Details for" and your name.

Choose what to include

Every filter is optional. Leave one empty to include everything.

  • Date Range: This Week, This Month, Last Week (the default), Last Month, Last 30 Days, Last 60 Days, Last 90 Days, Year To Date, Last Year, All Time or Custom Date Range.
  • StartDate and End Date: the dates for a Custom Date Range.
  • Customer and Project: only customers and projects you have expenses for are listed. The project list narrows to the customers you pick.
  • Project Archive Status: expenses on Active or archived (Archive) projects. It also narrows the Customer and Project lists.
  • Expense Category and Group/Trip Name.
  • Expense Chargeable Status: Uninvoiced, Invoiced or Not Chargeable.
  • Expense Approval Status: Draft, Verified, Pending Approval, Approved, Automatically Approved or Rejected.
  • Currency: expenses paid in the currencies you pick.

Read the report

The report lists one expense per row, newest first, with a Total at the bottom in your account currency.

Column

What it shows

Expense Date, Category Name

When and what

Customer Name, Project Name, Group/Trip Name

Who or what the expense is for

Chargeable Status, Approval Status

Whether it's billed, and where it is in approval

Merchant, Merchant Tax Number, Notes

Details from the expense

Attachments

A link to the receipt

Transaction Currency, Tax Amount (Tran Currency), Total Amount (Tran Currency)

The amounts in the currency you paid in

Tax Amount, Total Amount

The amounts in your account currency. The headings show its code

Amounts in another currency are converted with the expense's exchange rate. See how Avaza converts expenses.

Who can see it

Anyone with the Timesheet/Expense User role can run this report, including external contacts with that role, and so can Administrators. It always shows the expenses of the person who runs it. To see the whole team's expenses, an Administrator or Finance Manager can use the Expense Details report.

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 for your records.