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Help centre · Insight

Expenses report

What the firm spent, by category and by month, and how much of it is still waiting to be passed on to a customer.

When you would use this: to see total cost over a range, which categories it sits in, and which billable expenses have not yet reached an invoice.

What you see: totals by category (every category renders, including one with nothing spent in range, and a retired category keeps its name and history rather than vanishing from the past), a monthly breakdown, a "not yet invoiced" panel sorted by shortfall — usually one client, not forty small ones — and billable expenses still awaiting an invoice, oldest first.

Every currency shown separately, the same rule as every other money report here.

A narrower view: without this permission the report does not open — there is no version scoped to only your own expenses.

When it refuses: "Expense figures are not available to your role" means you can see operational figures but not financial ones — ask an Owner or Admin.

Expenses report — Help centre · Veilux