What is the Expense Report?
The Expense Report breaks out all of your expenses into detail.
You can run your Expense Report by going to “Reports” -> Expense Report
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What is the Expense Report?
1. WHAT IS AN
EXPENSE
REPORT?
T H E E X P E N S E R E P O R T B R E A K S O U T A L L O F
Y O U R E X P E N S E S I N T O D E T A I L .
2. You can run your Expense Report by going to “Reports” -> Expense Report
There are various options for running your report:
1. Date Range: You can set the range for which dates you’d like expenses
pulled in
2. Limit To: This option allows you to run the report with only certain
expense categories Check off the individual categories you would like to
see or leave them all blank to see everything.
3. What about the sales tax?
The report you generate will now show the Category, Date,
Vendor, Author, Project, Notes, and Amount of each expense. It
will also total up each grouping of expenses for you and also give
you a grand total at the bottom.
If you have paid tax on your expenses it won’t be broken out
within the web-view of the report.
4. Never fear, you can still get that information! In the top-right of the
report you’ll see an “Export to” button. If you click that you will be given
the option to export your report as a CSV file or an XLS. Once you
export one of those files you’ll be able to see the taxes broken out for
each individual expense.