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Expenses

How do I run expense reports?

Group, filter, and export a summary of your expenses from the Reports area.

The expense report gives you a grouped summary of your spending — handy for month-end reviews or handing figures to your accountant. It lives in the shared Reports area.

Open the expense summary

  1. Go to Reports.
  2. Open the Expense summary section.
  3. Choose how to group the results — by category, bank account, or month.
  4. Apply filters to narrow the range — by date and by status.
  5. Review the totals and the grouped breakdown.
  6. Click Export PDF to download the report.

The Expense summary is part of the Invoicing product's reports. The Reports area also includes Email logs, which is shared across products and is where Reports opens by default.

Group by month for a running view of spending over time, or by category to see where the money goes.

Manage expense categories

Set up the categories your report groups by.

Expense details

Understand the statuses you can filter a report by.

How do I manage expense categories?

Create, nest, and archive the categories your expenses are filed under.

Contacts

Create contacts, link them to organisations, add custom fields, and import your address book from a CSV file.

On this page

Open the expense summary