6.2 Expense Sheets Module Overview

Overview

This page describes the Expense Sheets module.

The Expense Sheets module can be used to track relevant information about expenses such as:

  • What was purchased
  • How much was spent
  • The reason for purchasing
  • Whether purchasing was done within the activities of a specific project
  • Whether an expense can be billed to a customer
  • Whether an employee needs to be reimbursed
​ Note: To activate or deactivate the Expense Sheets module, check/uncheck the Enable Budget setting in System Settings .

An Expense sheet grid view contains a flat list of expense reports with essential information about the reports and included expenses:

  • State of the expense sheet:
  • Draft—an Expense sheet not yet submitted
  • Submitted —a submitted Expense sheet awaiting approval
  • Approved —a submitted Expense sheet approved
  • Defer — a deferred Expense sheet
  • Name of the expense sheet and its date – clicking the hyperlink open's the related expenses page
  • Expense sheet approver
  • Total, Billable Total, and Reimbursed Total of the included expenses
  • Posts Icon indicating whether there are comments/posts written on a specific expense sheet. Double clicking on the Post cell will open the window with the comments and discussion. ​


Figure 1: Expense Sheets Module

 

View Navigator

Clarizen's View Navigator ' out-of-the-box' default view options vary from module to module. The figure below shows the Expenses module out-of-the-box' default view options.

Figure 2 : Expenses Module View Navigator

 

Team Panel

The Expense Sheets module supports including Clarizen's Team Panel to the view. The addition of the Team Panel creates a team-centric view to better assist with team collaboration on all deliverables.

Figure 3: Expense Sheets 'Team-centric' Basic View

Grid

The grid is Clarizen's standard data table display for viewing, managing and editing data and items in most modules .
A grid display is one of three display type options used to configure several of the out-of-the-box view options available in the View Navigator for most modules.

Using the Time Range Filter enables filtering the grid to show items and events occurring during the actual period/date(s) defined.

Clicking the icon, located above the ribbon enables managing grid column sets which can then be further filtered and sorted .

Figure 4: Expense Sheets Module Grid

 

Searching and Filtering

The Expense Sheets module can be searched and filtered for items and data using the Contextual Search and the Time Range Filter .

Note: Clarizen can be searched globally using th e Global Search tool .

 

Ribbon

The Expense Sheets module ribbon , located under the masthead (at the top-left) provides controls for performing actions on selected items.

Figure 5: Expense Sheet Module Ribbon

 
 

Relations Panel

The Expense Sheets module grid display includes t he Relations Panel , located on the right-hand side of the screen.

The Relations Panel displays any related items, such as assigned resources , files , and discussions , etc.) of a selected item type in the grid , and enables working with the related items while staying in context of your original view.

The panel is blank when multiple ​items are selected.

 

Properties Card

An Expense Sheet's properties card can be accessed from the Expense Sheets module by selecting the item in the grid , and clicking located in the Relations Panel .

 
 

Expense Detail View

Selecting an expense sheet in the Expense Sheets module grid display opens the item in Item Detail view .

Figure 6: Expense Sheet Item Detail View

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