Expense Summary Report

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What is the Expense Summary Report?

An expense summary report is a compacted report of your company’s expenses in a period – monthly, quarterly, or yearly. 

It determines the amount of money a specific company needs for its projects and other activities. It is also essential for budget planning and tax reporting. 

An expense summary report may include the financial year, vendor, category, basis (accrual or cash), account, and amount of each expense.

To get the Expense summary report:

  • Go to Reports on the Navigation Menu.
  • On the Reports page, go to the Income & Expense section.
  • Click Expense Summary.
  • On the Expense summary report page, you can use the filters to set the following:
    • Financial year
    • Basis: Accrual or Cash
    • Account
    • Category of expense.
    • Vendor
  • After entering your preferred filters, hit the Enter Key on your keyboard to refresh and view an updated report.

You can switch the report chart from Timeline to Distribution by clicking the Distribution icon distribution icon.

Expense summary report
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Expense Summary Report

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