Understanding the Expenses Report

Modified on Sun, 6 Aug, 2023 at 11:47 AM

Use the Expenses Report to record your Expenses throughout the year, then run and download the report by date for use in your Tax preparation. Often you do not need any other accounting software.

Tip: You can use this report to provide a list of expenses to your accountant or when doing your own taxes. Also run your Staff Pay Report for the year for additional expenses you incurred.

Note: The expenses report can be easily downloaded by clicking on the "CSV" button for editing in a spreadsheet or uploading to accountancy software.

How Do I View the Expenses Report?

Navigation: Reports > Expenses > Show Expenses

Select a custom date range or use a quick report button, i.e. "This Week."
- To view the previous timeframe click the "<" button.
- To view the next timeframe click the ">" button.
Click "Reload" to view your customized Expenses Report.
Click "Show" to select columns displayed: Details, Net and Tax.

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Tip: Further reading:
How do I edit or delete an expense?
How do I download the expenses report.