Expense report

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Overview

• View expense summary by period
• Filter by category and date
• Track expense trends
• Compare expense periods
• Export to PDF or Excel

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Prerequisites

• The Expense and Report modules must be enabled.
• Expenses should be recorded (see Expenses).
• You need permission to view reports.

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Step-by-Step Actions

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1. Open Expense Report

1. In the left sidebar, expand Reports.
2. Click Expense Reports.
3. The Expense Report page opens.

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2. Set the date range

1. Choose start and end dates.
2. Click Generate or Apply.
3. The report updates.

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3. View expense summary

1. See total expenses for the period.
2. View breakdown by category.
3. Check for unexpected spikes.

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4. Filter by category

1. Select one or more expense categories.
2. The report shows only those.
3. Use for focused analysis.

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5. View trends (if available)

1. If a chart or trend view exists, use it.
2. See how expenses change over time.
3. Use for budgeting.

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6. Compare periods

1. If comparison is available, select another period.
2. See if expenses are up or down.

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7. Export the report

1. Click Export PDF or Export Excel.
2. Save for accounting or budgeting.

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Common Mistakes and How to Avoid Them

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End Result

• You have a clear expense summary.
• You can track and control costs.