The Timekeepers Expense Report provides details of matter expenses entered by different personnel.
To Access Report
Go to Reports > Billing > Timekeeper’s Expense Report
Timekeeper: Choose all timekeepers or a specific timekeeper
Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year
Show: Choose to view summary or details
Client-Matter: Choose all client-matters or a specific one. You can choose to view active matters only. To include inactive matters, uncheck the box.
Report Print Options: Check the box to apply page break between items
To preview the report, click view.
When ready, click download.