Using the Finance Report

The Finance Report page shows all of your company's previous work assignments, and it’s where you’ll find historical data for billing or audit purposes. 

Video – Finance Report

Access the Report

To access it, navigate to the Reports tab. 

On the Reports tab you will want to click on "Finance Report" page. 

Please note: This option is only visible to account administrators. If you do not have access, you will need to ask your account administrator to turn on your permission.

Use the search and filter options on the page to display the work assignments you need to view.  If you'd like, you can tap on the download icon to download a CSV of your finance records.

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