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.