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:
For accountants such a structure of task 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 a report shows scheduled time and assignment per task.
To build the task expense report, you can use VIP Task Manager. This 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.
- Start VIP Task Manager Professional
- In Task Tree View, create a tree-like structure for the report. Use Permissions Panel to allow or deny employees to access the report
- Use Custom Fields feature to add three new task columns: 'Budget', 'Actual', and 'Variance'
- Use 'Export to HTML/Excel' option to send a job report to Excel or HTML file (shown on the screenshot)