Tools, Reports, & Import > Run Reports > Expenses in Date Range Report
The Expenses in Date Range Report lists client payments for a specified date range.
The report includes all the relevant details such as the client file, date, firm member, expense description, expense type, quantity and amount.
To run the report:
Go to Tools in the main menu bar, select Reports
> Time & Expenses from the left pane and
Expenses in Date Range from the main screen to display the Select Date Range dialog.
Use the calendar controls to enter From and To dates, then click OK.
A Select Firm Member dialog displays prompting you
to select a Firm Member or Everyone
from the pull-down list.
A Select
Expense Type dialog displays.
|
You are prompted to restrict the report to a given Expense Type by selecting an expense from the pull-down list or to select All expenses. In our example, we selected All. |
Click OK.
An Expenses in Date Range report displays listing All expenses in the specified date range.
This new report can be saved to PDF, Word or Excel.
