Expense Report

The Expense Report provides administrators and supervisors a detailed view of expenses recorded in the system for the selected date range. The report displays expense entries grouped by expense code by default and includes details such as date, employee, notes, and amount, along with totals for each expense code.

The Expense Report can be viewed by expense code or employee and filtered by:

• Date Range
• Departments
• Expense Codes
• Employee Status

Notes:

• Supervisors with the necessary permissions will see data for any employee assigned to their responsible departments.
• Administrators will see data for all employees on the account.

Tip: To collect and organize receipts from your team, it is a good practice to develop a standardized form that includes a field for images your staff can use to submit them to you.

uAttend Payroll Considerations

If your account uses uAttend Payroll, you cannot make changes to expense codes or settings once a pay run has been started. You must complete the pay run or delete it before making changes.

Changes made to expenses on a timecard will be reflected once the standard pay run resumes.

To run an expense report:

1. Log in to the uAttend cloud portal as an administrator or supervisor.
2. Click the Reports tab.
3. Select the Expense Report.
4. Adjust the date range if necessary.
5. Change the view to group by expense code or employee.
6. Use the Departments drop-down to select which departments to include.
7. Update the Expense Code drop-down to select specific pay codes.
8. Use the Status drop-down to filter for active employees, archived employees, or both.
9. Print, email, or download the report. 

Change the View

The Expense Report supports two display options:

• List by Expense Code (default): Groups expense entries by expense code, showing totals for each code
• List by Employee: Groups expense entries by employee, showing totols for each employee

Filter the Report

The Shift Report includes several filtering options to narrow results.

Date Range

Click the Date Range to select one of the preset options or choose a custom start and end date.

• Last 7 Days
• Last 1 Month
• Last 6 Months
• Last 1 Year
• This Month
• This Year
• The Previous Month
• Date Range: Select a custom start and end date using the calendar.
• Reset: Resets the report back to the current pay period.

Departments

By default, all departments will be selected.

Click the Departments drop-down to select which departments to include in the report. 

Expense Codes

By default, all expense codes are included.

Click All Codes, then check/uncheck specific codes to refine the results.

Employee Status

Click the Employee Status drop-down to select which employees to include in the report:

• Active
• Archived
• Active and Archived

Export or Email the Report

Print: Click the Print icon at the top of the report to print the report or save as a PDF file.

Email: Click the Email icon at the top of the report and select or enter the email address of who should receive the report, separating email addresses with a comma, including an optional message if desired.

Download: Click the Download icon at the top of the report to export a spreadsheet. All data will appear in a single sheet (formatting may vary based on your software settings).

• All reports will export in a .CSV format by default.  

Sample Reports