Expenses Reports

Estimated reading: 1 minute 60 views
  1. Click REPORTS, located on the sidebar menu (left-hand side of the screen).
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  2. Click Expenses report option.
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  3. Expenses table will display all expenses for the current year (Jan to Dec) for each expense category created in the system.

    Note: To create/update expenses categories, please follow this guide: Manage Expenses Categories

    You can exclude Billable expenses from the report – just tick ‘Exclude Billable Expenses’ box.
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    Yearly expense report can be easily exported to Excel or PDF file.
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  4. To view a more detailed report, click Detailed Report button.
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  5. Adjust From and To dates.
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  6. Ensure that All expenses are displayed – set view dropdown to All.
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  7. Click Export button, to export your report to Excel, CSV/PDF file or print it out.
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