{"id":947,"date":"2023-04-11T15:00:54","date_gmt":"2023-04-11T12:00:54","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/reports\/expense-summary-report\/"},"modified":"2024-07-30T13:23:12","modified_gmt":"2024-07-30T10:23:12","slug":"expense-summary-report","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/reports\/expense-summary-report\/","title":{"rendered":"Expense Summary Report"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>What is the Expense Summary Report<\/strong>?<\/h2>\n\n\n\n<p>An expense summary report is a compacted report of your company\u2019s expenses in a period &#8211; monthly, quarterly, or yearly.&nbsp;<\/p>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<p>An expense summary report may include the financial year, vendor, category, basis (accrual or cash), account, and amount of each expense.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">To get an Expense summary report on Akaunting:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to<strong> Reports<\/strong> on the Navigation Menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"519\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1024x519.png\" alt=\"a screenshot of a dashboard for expense summary report\" class=\"wp-image-2666\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1024x519.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-300x152.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-768x389.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image-1536x778.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image.png 1614w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the Reports page, go to the <strong>Income &amp; Expense<\/strong> section.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11150713\/expense-summary-1.mp4\"><\/video><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Expense Summary.<\/strong><\/li>\n\n\n\n<li>On the Expense summary report page, you can use the filters to set the following:\n<ul class=\"wp-block-list\">\n<li>Financial year<\/li>\n\n\n\n<li>Basis: Accrual or Cash<\/li>\n\n\n\n<li>Account<\/li>\n\n\n\n<li>Category of expense.<\/li>\n\n\n\n<li>Vendor<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>After entering your preferred filters, hit the <strong>Enter Key<\/strong> on your keyboard to refresh and view an updated report.<\/li>\n<\/ul>\n\n\n\n<p>You can switch the report chart from Timeline to Distribution by clicking the Distribution icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"25\" class=\"wp-image-1530\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20142147\/Screenshot-2023-04-20-at-14.21.20.png\" alt=\"distribution icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20142147\/Screenshot-2023-04-20-at-14.21.20.png 64w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20142147\/Screenshot-2023-04-20-at-14.21.20-16x16.png 16w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20142147\/Screenshot-2023-04-20-at-14.21.20-50x50.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11150626\/expense-summary-1024x576.png\" alt=\"Expense summary report\" class=\"wp-image-953\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11150626\/expense-summary-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11150626\/expense-summary-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11150626\/expense-summary-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11150626\/expense-summary-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11150626\/expense-summary.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>What is the Expense Summary Report? An expense summary report is a compacted report of your company\u2019s expenses in a period &#8211; monthly, quarterly, or yearly.&nbsp; 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.&nbsp; An expense summary [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":928,"menu_order":4,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-947","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/947","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=947"}],"version-history":[{"count":7,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/947\/revisions"}],"predecessor-version":[{"id":2668,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/947\/revisions\/2668"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/928"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=947"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=947"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}