An Expense Report tracks company, department, or project expenditures and is used by employees for reimbursement.
How to Access the Report
- Go to the Report menu.
- Select Purchases & Payables > Expense Report.
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Report Customization
To view a specific report:
- Click the appropriate icon.
- Choose your desired Report Type.
- Select the Date range.
- Click View.
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Expense List Report: A categorized, itemized list of organization expenses used by finance teams to review spending and approve reimbursements.
This below is a template of Expense List:
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By Expense Detail Report: A customizable report that breaks down expenses by employee, project, customer, or other specific preferences using filters.
This below is a template of Expense Detail:
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