Who it's for: Administrators and users with the relevant reporting permissions

Platform: Sense HR

Available on: All plans

Before you begin, make sure you’ve:

☑️ Logged into Sense HR

☑️ Been assigned administrator permissions (or relevant reporting permissions for your access role)

Overview

An expenses report lets administrators track employee spending, stay compliant with policies, streamline approvals, and spot cost trends for better planning. This article shows you how to generate and refine an expenses report.

Navigation path

Dashboard > Reports > Expense reports

Steps to create an expenses report

Navigate to user expense reports

Open Reports from the left-hand navigation menu.
Scroll down to Expense reports and select it.
Click Create.

Create your report

The following fields are pre-selected:
• Submitted on
• Status (Report summary)
• Currency, and
• Amount (Report summary)

🖊️ Note: You can add any other fields according to your requirements.

2. Click Next to load your results.

3. (Optional) Use Manage fields to refine your report by adding fields or removing fields

4. (Optional) Use filters to further refine your report

Save your report

Click Report details
Enter a Report name, (optional) Report description, and (optional) AMI prompt for analysis.
Close the Report details dialog
You can either:
• Click Save changes and then click Back to save as a draft
• Click Save changes and then click Publish to finalise the report
Changes to Report details and filters are not saved until you click Save changes