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Expense Report "reporting"

edited Jan 3, 2020 12:33AM in Search / Reporting 3 comments

Hi Folks,

I've added a "customer" field to my expense reports so that i can identify line by line which customer a particular expense is associated to.. However, i've been unable to find either a pre-canned report nor build a custom report that will let me drive out of my expenses any type of report.

Ultimately what i would like to do is to be able to say that for Employee/Sales Guy "Bob" spent 5,000 dollars in entertaining Company XYZ.. I would like to know what my guys are spending in marketing related activities in particular customers so i can determine if it has been worthwhile.

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