How to use the Expenses report

The Expenses report in VOGSY offers a detailed overview of all expenses submitted by employees. It supports financial tracking, expense approval workflows, and reimbursement monitoring, and also helps identify which expenses can be billed to customers or linked to specific projects.

This report is useful for:

• Reviewing and managing all submitted expenses

• Tracking reimbursable and billable costs

• Ensuring proper categorization and approval

• Maintaining audit readiness with receipt documentation

• Date: The date the expense was submitted.

• Employee: Name of the employee who submitted the expense.

• Expense type: Category of the expense (e.g., Meals, Travel, etc.).  

• Description: An explanation of the expense.

• Sales tax type: Type of tax applied to the expense..

• Amount exclusive: Expense amount excluding sales tax.

• Amount inclusive: Expense amount including sales tax.

• Reimburse: Indicates whether or not the expense should be reimbursed (often a checkbox or similar indicator).  

• Status: The current expense state (e.g., Submitted, Approved, Rejected, Reimbursed).

• Approvers: Name(s) of the individual(s) responsible for reviewing and approving the expense.

• Customer: The client associated with the expense (if billable).

• Project number: The ID number of the project tied to the expense.

• Project: The name of the project for which the expense was incurred.

• Deliverable: The name of the deliverable linked to the expense.

• Cost type: The cost category linked to the project and for which the expense was incurred.

• Sales amount: The amount to be charged to the customer, if the expense is billable.  

• Link to uploaded expense receipt: URL or file path to the uploaded receipt for verification and record keeping of the expense claim.

• Labels employee: The specific labels for this employee.

• Labels customer: The specific labels for this customer.

• Labels project: The specific labels for this project.

• Reimbursed date: The date the employee was reimbursed for the expense.

• Currency expense: The currency in which the expense was submitted.

• Amount inclusive in currency expense: The Amount in the currency that the expense was submitted, including VAT/GST

• Amount exclusive in currency expense: Amount in the currency that the expense was submitted, excluding VAT/GST

• Submit date: The actual date the expense claim was formally submitted.