Expenses Report
Extract a report of Expenses logged in a specified date range to keep track of disbursement payments you and your clients have made.
Viewing and Exporting an Expenses Report
1. Click the Reports icon in the bottom left pane of Thread.
2. The Management Reports tab will show by default. Select the User Reports tab
3. Click on Expenses Report.
4. Select preferred category/categories or All categories, from the Category drop-down menu.
5. Select All Matter Owners or Specific Matter Owners; in a particular date range, by selecting a From Date and To Date.
6. Select Preview in the bottom right corner.
7. This will show you the Expenses report preview.
8. Print and/or Save the report, directly from the report preview.
9. To export the report, click the export icon and select Export to Excel or Export to PDF according to your preference.
10. The Expenses Report will automatically generate in your selected format.
See also: Expenses and Expense Settings - AdminRelated Articles
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