Expense Report

The expense report shows you the full details of your expenses. To create new expense reports:

1. From the “Finance” menu choose “Expenses Report”.
   
   1. Show saved report: Choose a saved report from the drop down menu and then click “Go”.
   2. Group Expenses by: Clients, staff, categories, vendors or periods.
   3. Added by: Shows expenses added by certain staff member or all staff.
   4. Clients: Shows expenses that are only linked with a certain client.
   5. Vendor: Shows expenses that are only linked with a certain vendor.
   6. Category: Shows expenses that are only linked with a certain category.
   7. Date range: Choose a date range to show expenses for a certain time period, like last week, month, year or a specific entry.
   8. Currency: Shows expenses in a certain currency or in all currencies.
   9. After you choose your preferred criteria click the “Show Report” button to generate the report.
2. Example of a report:
   1. We chose to create a report grouped by clients showing the expenses added by all staff , under all vendors and categories for the last 30 days and in AUD currency.
   2. This how the report looks:
      
   3. To save a report for future review add a name for the report and then click “Save”.
   4. To export the report click on the “Export Options” button and choose your preferred option “PDF, CSV or Print”.