The Engineer Expenses report shows all expense claims submitted by engineers across your organisation. It provides managers and finance teams with full visibility of submitted, approved, rejected, and pending claims, allowing you to maintain tight and accurate expense control.
Use this report to:
Track and review engineer expense claims.
Monitor approval status and identify pending or rejected items.
Ensure expenses are allocated correctly to jobs and customers.
Support internal audits and financial oversight.
Getting There
When you need to run the Engineer Expenses report:
Open the Business Intelligence module.
Click Reports.
In the Reports window, open the Scheduling category.
Select Engineer Expenses.
Choose your filters, then click Apply to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which expense claims appear.
Branch: Filters by branch. Defaults to the branch selected in the main Service Geeni interface.
Engineer: Filters by engineer number. Use this to review claims from a specific engineer.
Status: Filters by expense status: Approved, Submitted, Not Submitted, or Rejected. Use this to identify pending or problem claims.
Added By: Filters by the user who submitted the claim. Useful for auditing and validation.
Period: Filters by the date the expense was submitted.
Use this to review claims for a specific time period.
Column Breakdown and Key Fields
Each row in the report represents an individual engineer's expense claim:
Column Name | Description |
Date | Date the expense was submitted. |
Job No. | The job number and sub-task are linked to the expense. |
Engineer | The engineer who submitted the claim. |
Expense Type | Type of expense, such as travel or accommodation. |
Description | Expense description. |
No. of Days | Number of days the expense covers. |
Notes | Notes added by the engineer. |
Cost | Actual cost incurred. |
Sell Price | Amount charged to the customer. |
Status | Current claim status. |
Rejection Reason | Reason for rejection, if applicable. |
Added By | The user who submitted the claim. |
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Insight: Regularly reviewing engineer expenses ensures proper claim approval, accurate cost tracking, and prevents duplicate or incorrect entries.
The Engineer Expenses Report is a key tool for monitoring all expenses submitted by engineers and maintaining financial control within Service Geeni. By using this report, teams can: