Nov
16
2015

Expense Report

create new expense reports:

Through the “Reports” tab, select the “Financial Reports” option.
Select your preferred report by segmentation (“Client” – “Staff” – “Vendor” – “Category”) or Periodic (“Daily” – “Weekly” – “Monthly” – “Yearly”) basis, then select whether you want to see a detailed or a summarized report.
The report page will display the requested report.
Adjust the filters indicators according to your business requirements then click the “Show Report” button.
Once the report is displayed you can export it “CSV”, “PDF” or “Print” it using the “Export Options”.

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