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Track where your money is going during daily operations.

Expense Report

  • Outstanding Payment Report: Lists pending expense payments by due date.
  • Expense Summary Report: Shows category-wise totals and percentage of total expenses.

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Generating the Report

1

Navigate

Go to Reports > Expense Report.
Expense List
2

Choose Report Tab

Select one of the tabs:
  • Outstanding Payment Report
  • Expense Summary Report
3

Set Date Range

Use a preset date range or custom start/end dates.
4

Export

Click Export to download the selected report as an Excel (.xlsx) file.
Pro Tip: Use Outstanding Payment Report for payable follow-up and Expense Summary Report for category-level cost control.

Expense Categories

Create categories

Profit & Loss

Calculate net profit