Within Monograph, you have access to several reporting options depending on the type of data that you'd like to see. This guide will show you how to look at project expenses for a single project and all its respective phases.
Getting to Project Expenses
Select the specific project you'd like to look into from the Projects tab on the main menu. After selecting the project of your choice, click on the Expenses tab from the navigation menu directly beneath the project name (as pictured below).
Viewing Project Expenses
From Expenses you can use the various grouping and filters to narrow down the information, as shown below:
This will show as the default view reflecting all expenses submitted by your team, by category. You may click on the category for a drop-down detail of the expense (as shown in the image below) including additional information.
Employee: The person who submitted this expense
Date: The date the expense was submitted
Note: Any additional information associated with this expense, such as what the expense is specifically for or why it was submitted
Billable: The billable status of this expense, either billable or non-billable
Attachment: Any necessary back-up or records for the expense, such as receipts or invoices
Amount: The total value of the expense submitted
Should you wish to dive in deeper and view information on a specific phase or person you may filter all expenses by either People (specific members of your team), Phases of the project, or Billable status. If you wish to select another filter view or remove the current filter view, click on the "X" icon within the filter box as shown below.
Export Project Expenses
Once you have generated the data and filtered accordingly, you may export this information into a CSV format. You may download the information by clicking on the "Export" button located on the upper-right corner.
If you'd like to view and export all of your project's expenses, navigate to Reports > Expenses and click on the Export button.
💡 Tip: It will export the file with the date range specified on the page!