Frequently Asked Questions

What is an Expense Report?

The Expense Report breaks down all of your Expenses into detail, including any applicable taxes.  

You can run your Expense Report by doing the following:

  1. Go to the Dashboard
  2. Scroll to the bottom to the Advanced Reports section
  3. Select Expense Report.

 

There are a few things you’re able to adjust when running the Expense Report. Click on the drop down next to the Report title, and you'll see some filters:

expense_report_filters

  • Date Range - You can set the range for which dates you’d like Expenses pulled in
  • Group By - Here you can select which field you would like your Expenses grouped together by. Your options are Category, Vendor, or Author
  • Exclude Personal Expenses - If you've categorized some of your Expenses as Personal, you're able to exclude these from your Expense Report - making it super easy to track both business and personal Expenses from within your account
  • Currency - You're able to track multi-currency Expenses, which means you can adjust the currency of your Expense Report here

Clicking More Actions in the top right will give you the option to Export your Report to Excel, or Print your Report.