Lean-Quest T&E

Reimbursements not sent to payroll$0Signed-in associate

Weekly Time Review

Showing the signed-in associate only.

Associate	Friday date	Notes	Status

High Level Productivity Data

Project type	Hours	% total	Target %	Invoice fees	Productivity

Weekly hours0.0Half-hour increments

Expenses$00 linked receipts

Associate Report Homepage

Switch between the current associate and all submitted associate reports, sorted newest first.

Weekly Hours Tracking Field

Report ID must be a Friday, locations feed standard travel, and project totals include the Standard Travel row.

Saved

Report ID Week note

Only Fridays are accepted.

T&E Weekly Header

Created once per associate per week and stores the associate status snapshot used by reports and productivity.

Associate Report ID 2026-05-08 Submission status In Process Associate type at creation Full Time

Starting location To location Ending location Standard Travel Hours

Associate project list

Choose from admin-maintained projects. Checked projects appear as columns in the hours grid.

Search projects

Expense Entry

Notes are optional. Reimbursement and receipt flags are captured with each expense.

Associate

Report ID Week notes

Project expense totals

Associate reimbursement total$0.00

Project Expense Type Date Expense account Amount Notes optional

Reimburse associate Receipt available

Expenses under $25 do not require a receipt.

Editing Airfare

Current Week Expenses

Receipt Upload

Associate

Report ID Week notes

Upload by dragging a receipt into the drop zone or browsing the file tree, then select a file to review linked expenses.

Drop receipts here PDF, JPG, JPEG, or PNG

Link Receipt To Expense

Select one or more expenses for the highlighted upload. Expenses linked elsewhere can be reassigned to this upload.

Invoice Landing Page

Search invoice data, sorted by invoice date, with finance tracking flags visible up front.

Search invoices Project Paid flag Sent to Bookkeeper

Invoice Date	Due Date	Project Code	Invoice Number	Bookkeeper	Paid	Total

Invoice Header Info

Select an invoice to review or create a new one.

Autosaves

Invoice Number Invoice Date Payment Days

Due Date Not set

Project Paid flag

Sent to bookkeeper

Notes

Professional Fees

Invoice Expenses

Total Invoice $0.00

Attach invoice Drop a PDF or image, or browse the file tree

Professional Fees to Catalog

Catalog item, associate, and billed amount roll up to Professional Fees and Productivity.

Catalog Catalog Item Person Amount

Catalog	Catalog item	Person	Amount billed

Link Weekly Expenses to Invoice

Only weeks with recorded hours or expenses for the selected invoice project are shown.

Invoice Activity

SQL audit events for the selected invoice.

Reports

Associate Reimbursement

Excel-style preview with download-ready data.

Select a Start Expense Report and Ending Expense Report to display a report.

Start Expense Report Ending Expense Report Project Associate

Productivity Reporting

Year to date

Hours Start Date Hours End Date Invoice Start Date Invoice End Date

Client Productivity

Productivity uses all client time. Productivity w/o Travel removes travel hours. Fees exclude expenses.

Client Billing

All invoiced professional-fee revenue by client, including Consulting, Training, and Products.

Associate Productivity vs Target

All associates are shown with all-client and client-less-travel productivity rates.

Associate Time Split

Summary and associate-level detail across the five project type buckets.

Best of Clients Metrics

Best of Associates Metrics

Project Level Summary

	Project	Client hrs	Travel hrs	Total hrs	Invoiced Dollars	% of Total Invoices	Prod (all hours)	Prod (w/o Travel)

Expense Variance

Project	T&E	Invoice	Variance

Project Detail

Associate	Client hrs	Travel hrs	Total hrs	Invoiced Dollars	Prod (all hours)	Prod (w/o Travel)

Project Catalog Detail

Catalog	Catalog item	Invoice dollars	% of project

Catalog Summary

	Catalog	Catalog item	Total Invoice Dollars	% of total

Catalog Detail

By Client

Client project	Invoice Dollars	%

By Associate

Associate	Invoice Dollars	%

Overall Productivity

Split

40 Hours Week (8/day)

45 Hours Week (9/day)

High Level Productivity Data

Associates displayed: All selected associates

Project type	Hours	% total	Target %	Invoice fees	Productivity

Associate Detail Repeats

Same high-level project and business-impact format repeated for each selected associate.

Products & Subs

Revenue, support hours, and productivity for Product and Subscription work.

Invoice (Revenue)

Hours (Cost)

Productivity ($/Hr)

Settings & Security Workbench

Settings sections are controlled by the logged-in user's security level.

Security Levels

AdminFull access, including Manager functions plus Security.

ManagerUser access plus Invoicing, Productivity, and settings for all associates.

AssociateHours, expenses, receipts, reporting, own settings only, and Kaizen.

User Admin

Admins can create login users, connect the user email to an associate, set a security level, and deactivate or reactivate access while preserving history.

Login	Email	Associate Code	Level	Status	Actions

Associate List

Associates appear here only after they are added through the Security tab.

Search associates

Associate Maintenance

ID First name Last name Associate type

Email Phone Default location StatusActive

Associate type is maintained here.

Associate Controls

Default projects Search and select up to 15 defaults for new weekly T&E reports. Weekly projects can still be modified after the week starts.

Location controls Limit location choices by associate and mark one default.

Targets Revenue generation, future revenue, admin time, and time away target settings.

Project Type Targets

Percentage targets must total 100%.

Report Traffic Light Settings

First: select a target or create a new one to open the edit window, or Create New.

Report Traffic Light Edit

Filled from the selected target, or blank when Create New is selected.

Target name Type ID Indicator Active

Threshold 1 Threshold 2 Threshold 3 Threshold 4

Target name and numeric thresholds are required.

Lean Quest Catalog

Catalogs are used when adding invoices and reporting. Each catalog entry belongs to exactly one catalog.

Catalog Maintenance

Deactivate catalogs instead of deleting them so reporting history remains intact.

Name Active

Catalog Entry Maintenance

Name Description Notes

Search catalog entries

Edit Project Code

Use this box for both adding and editing project codes.

Project code Project name Type Status

Billable Subscription Support

Project Codes

Project codes should display as Code - Project Name anywhere reports combine the two values.

Search project codes

Project code	Project name	Type	Billable	Assigned	Status

Edit Expense Account

Use this box for both adding and editing accounting-linked expense accounts.

Expense Type Account Code Expense Description Active

Code links this account to the accounting system.

Expense Accounts

Set up accounting-linked expense accounts and their expense type values.

Search expense accounts

Expense Type	Account Code	Expense Description	Status

Edit Location

Use city and state separately so state-level records can support tax inquiries.

City State Time zone UTC offset Active

Locations

Locations provide state, time zone, and offset used for reporting and standard travel.

Search locations

State	City	Time zone	Offset	Assigned	Defaults	Active

Project Types

Maintained list used for project code grouping, hours-grid sort order, and productivity buckets.

Associate Types

Maintained list used when creating weekly headers and calculating productivity.

Expense Types

Maintained list used to classify expense accounts and reporting groups.

Standard Travel Rule

Base hours per leg Active

Each leg5 hours plus the absolute time-zone offset difference between locations.

Round tripStart to client plus client to return location.

Hours gridThe calculated total must be allocated across visible project columns.

Kaizen Knowledge Base

Search FAQs, SOPs, update notes, and improvement requests from one associate-facing page.

Search

Lean Quest T&E

Change password

Weekly Time Review

High Level Productivity Data

Associate Report Homepage

Weekly Hours Tracking Field

T&E Weekly Header

Associate project list

Expense Entry

Current Week Expenses

Receipt Upload

Link Receipt To Expense

Invoice Landing Page

Invoice Header Info

Professional Fees to Catalog

Link Weekly Expenses to Invoice

Invoice Activity

Reports

Associate Reimbursement

Productivity Reporting

Filters

Client Productivity

Client Billing

Associate Productivity vs Target

Associate Time Split

Best of Clients Metrics

Best of Associates Metrics

Project Level Summary

Expense Variance

Project Detail

Project Catalog Detail

Catalog Summary

Catalog Detail

By Client

By Associate

Overall Productivity

Split

40 Hours Week (8/day)

45 Hours Week (9/day)

High Level Productivity Data

Associate Detail Repeats

Products & Subs

Invoice (Revenue)

Hours (Cost)

Productivity ($/Hr)

Settings & Security Workbench

Security Levels

User Admin

Associate List

Associate Maintenance

Associate Controls

Project Type Targets

Report Traffic Light Settings

Report Traffic Light Edit

Lean Quest Catalog

Catalog Maintenance

Catalog Entry Maintenance

Edit Project Code

Project Codes

Edit Expense Account

Expense Accounts

Edit Location

Locations

System Banners

Project Types

Associate Types

Expense Types

Standard Travel Rule

Kaizen Knowledge Base