What is an Expense Report?

The expense report provides you with an overview of all the expenses. The filters let you obtain only the desired information about the expenses.

Accessing the Expense Report

The following steps will lead you to the Expense report section:

1. Click on “Reports” from the left menu.
2. Click “Expense Report” under the “Invoices & Expenses Reports” section.

Filters

You can view the details of your choice by using the filters from the right side of the page. Here are some details about the filters:

• Reset All: It is shown at the top of the filters. You can click on it to take back all the filters to the default settings.

• Date Range: It shows the date range of this year, last year, this month, last month, and the custom date range. You can choose among these options to view the required information.

• Custom: Click on the “Custom” option to choose the start date and end date from the calendar. You can also write the start and end date by clicking on the icon at the top-right corner.

• Group By: Choose an option among category, merchant, and source. It will let you view expense details as per the selected option.

• Download: Click “Download” to save the expense details in your system.