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
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
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
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.
Figure 4: Expense Sheets Module Grid
Searching and Filtering
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.