Analyzing Time and Expenses by Case, Staff, and Category

Expense Reports includes both time entries and non-time expenses recorded in CaseWyze.

Choose a report

Expense Detail: entries with case, staff, item, and invoice context.
Expense Detail by Staff: staff-grouped entries with subtotals.
Expense by Case: case totals and unbilled exposure.
Expense by Staff: staff totals separated by time, non-time, and billing state.
Expense by Category: totals across configured categories.
Expense Trends: monthly movement in the selected period.

Filter and inspect

Available filters include date, staff, review status, case manager, staff manager, staff tag, category, billable state, and item code. Use the detail report to explain a grouped total and inspect its invoice relationship.

Interpret quantities and states

Hours and non-time expense quantities have different units. Avoid treating a combined quantity as total working hours. Awaiting Review, Approved, Declined, Committed, Paid, and Voided describe entry workflow; client invoicing is a separate relationship.

Unbilled exposure identifies recorded work not yet billed under the report's rules. It is not automatically collected revenue. Staff payment and client payment remain separate financial events.