The Expense Worksheet reports in detail the expenses entered in the Expenses page. It lists the date and description of each expense along with the unit rate and total expense.
Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Other’ tab and select ‘Expense Worksheet’ from the Print Reports screen to invoke the Expense Worksheet screen (shown below).
Generating the Report
From the Expense Worksheet screen, populate the following fields:
- Trustee: Select the Trustee number or ‘-All-‘.
- Case: Select the Case number or ‘-All-‘.
- Date Range: Enter the applicable date range.
- Sort by: Select either ‘Case No.’ or ‘Case Name’ via the radio buttons.
- Category: Select the appropriate option from the drop-down menu.
- Group by Category: Select this checkbox as desired.
- Date Title: Enter an appropriate report title (‘Expense Worksheet’ is the default).
Printing the Report
From the Expense Worksheet screen, select from the following options:
- Preview: Selecting this button enables you to view before printing.
- Print: Selecting this button sends the report to the default printer.
- To PDF: This button prints the report to PDF and saves a copy to Document Management.
- Cancel: This button undoes any changes and cancels the print job.
- Save Defaults: This button sets the current field selections as the default each time this report is accessed.