Expense reports

What expense reports show

Expense reports give you a clear picture of how your business spends money over time. They help you identify trends, spot unusual spending, and prepare for tax filing.

Accessing expense reports

1. Go to Reports in the main navigation
2. Select Expenses from the report types
3. Choose a date range
4. View the report

Report sections

The expense report includes:

• Total Expenses — The sum of all expenses in the selected period
• Category Breakdown — A chart showing spending by category (e.g., 35% Rent, 20% Supplies, 15% Marketing)
• Monthly Trend — A line or bar chart showing how total spending changes month over month
• Top Expenses — The largest individual expenses in the period
• Branch Comparison — If you have multiple locations, spending per branch

Filtering reports

Narrow down your report with filters:

• Date range — This month, last month, this quarter, custom range
• Category — Focus on a single expense category
• Branch — View expenses for a specific location
• Amount — Filter by minimum or maximum expense amount

Understanding trends

Look for patterns in your expense data:

• Is spending going up or down month over month?
• Are any categories growing faster than revenue?
• Are there seasonal patterns (e.g., higher utility bills in summer)?
• Did a new branch significantly increase total expenses?

Exporting expense data

You can export expense reports for your accountant or for further analysis:

1. Generate the report with your desired filters
2. Tap Export
3. Choose CSV (for spreadsheets) or PDF (for sharing)
4. Download the file

The export includes all expense details: date, amount, category, branch, description, and receipt status.