There are many reasons you may need to view all time and expense records that have been recorded over a specific period of time.  Some examples may include:

• ensure expenses incurred on behalf of a client have been allocated to a client invoice. 
• review expenses to ensure staff have used the correct cost code for the expense.
• monthly reconciliation between mattero and other systems, such as Xero and InfoTrack.

To view all costs transactions:

1. On the left navigation menu, select Costs ().
2. Select All Costs tab.
3. From the Cost Code filter, select the time and expenses cost codes to be viewed.
4. To view over a specific date range, select from the Date filter.

Please note, you can also export all Cost records by selecting the Export option in the top-right corner.

View Time Transactions

To view time transactions:

1. On the left navigation menu, select Costs ().
2. Select All Costs tab.
3. From the Costs Type filter, select Time
4. From the Cost Code filter, select the time cost codes to be viewed.
5. To view over a specific date range, select from the Date filter.

View Expense Transactions

To view expense transactions:

1. On the left navigation menu, select Costs ().
2. Select All Costs tab.
3. From the Costs Type filter, select Expense
4. From the Cost Code filter, select the expense cost codes to be viewed.
5. To view over a specific date range, select from the Datefilter.

Keywords

Reporting, Overview, Metrics, Summary, Finance, Profit, Loss