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Home » Tracking Tasks » Make task expense report to calculate expenses per task and total task list expenses
Make task expense report to calculate expenses per task and total task list expenses  

Make task expense report to calculate expenses per task and total task list expenses



 
 

Task expense report helps with the financial analysis in a company.  It lets analyze expenses per task per assignment and review common task list expenses in the chronological order.  A typical structure of task expense report consists of three main task columns:

  • Budget
  • Actual
  • Variance

For accountants such a structure of task expense list is useful as it allows to track budgeted resources and get variance between the actual expenses and the budget. The structure is a convenient source of comprehensive information on the tasks as task expense report shows scheduled time and assignment per task.

To build the task expense report, you can use VIP Task Manager. This task and time management software allows to create a structure of task expense report and export it to Excel/HTML file. The Custom Field functionality allows to create the three main columns of the report. All information in the task list can be denied or allowed to be viewed/edited/created by a user. Task expense report can be sent by accountant to financial manager through e-mail.

Action plan:

  1. Start VIP Task Manager Professional
  2. In Task Tree View, create a tree-like structure for the report. Use Permissions Panel to allow or deny employees to access the report
  3. Use Custom Fields feature to add three new task columns: 'Budget', 'Actual', and 'Variance'
  4. Use 'Export to HTML/Excel' option to send task expense report to Excel or HTML file (shown on the screenshot)

See also:

 When you are delegated a task, think if you are able to accomplish it

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