What this screen is for
This report gathers what each project has cost within a date range. It draws on two sources: expenses recorded directly against the project, and purchase bills raised against it, grouping direct expenses by their expense category. The period is set with a from and to date, and the report can be printed.
When to use it
Use it when a project's spend needs explaining — which categories absorbed the money, and how much of the cost came through supplier bills rather than direct expenses. Read it alongside the budget report, which answers whether that spend was within the amount allowed.
What you see on this screen
Three tiles head the report: Direct Expenses, Purchase Bills and Total Expenses, each with the number of items behind it.
- Project — the name, with its code, the item count, and the expense categories the spend fell into.
- Customer — the client it was for.
- Direct Expenses — expenses recorded straight against the project.
- Purchase Bills — supplier bills raised against it.
- Total Expenses — the two added together.
The list is ordered by total spend, heaviest first, and projects with nothing recorded in the period are left out.
Filters and actions
From Date and To Date set the period, which starts as the current month, and Reset returns to it. There is no status filter on this report. Print Report is the only output.
Related
- Budget Analysis — spend measured against budget
- Project P&L — the same costs set against income