This report displays expense transactions incurred for activities. It includes the activity name and number, instructor name, vendor name, transaction date, GL account, and expense amount.
Reports > Financial Reports > Expenses
Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.
The following fields are available on the Expense Report page:
Name of Field |
Type |
Description |
Filters |
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Report Filter |
Hyperlink |
The following filters are available on the Expense Report page: Expense Date Range, Parent Season, Child Season, Organization Department, Instructor Rate, Activity, Activity Category, Permit Creation Date Range, Permit # Range, Schedule Type, Event Type, Instructor Timesheet Entry, Instructor, Revenue Site, Transaction Site, Financial Department, and Payroll Periods.
Click the Report Filter link to learn more about reports and their filters. |
Options |
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Expense Type |
Checkboxes |
Option to include expense types:
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Expense Status |
Dropdown list |
Select either Finalized Expenses or Pending Expenses. |
Sort Instructor Activity Payroll by |
Dropdown list |
When you select the Instructor Activity Payroll expense type (above), you can sort the expenses by Instructor or Activity Number. |
Include Online Transactions? |
Checkbox |
Option to include data from transactions that were created on the customer (public access) site.
Note: This option is only visible to system users who do not have a multi-site user profile. |
Output Type |
Dropdown list |
The output type or format of the report, as selected from a predefined list.
The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel. |
Save Report Definition |
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Report Title |
Text | Option to save the report definition for later use.
Click the Report Filter link to learn more about report definitions. |