Expenses Report

Expenses Report provides detailed analysis of business spending across all categories.

Key metrics

Metric	Description
Total spend	All expenses for period
Approved	Approved expense amount
Pending	Awaiting approval
Reimbursable	Amount to reimburse staff

Report sections

Spending overview

Widget	Shows
Spend trend	Expenses over time
Category breakdown	Spending by category
Status distribution	Approved vs pending

By category

Column	Shows
Category	Expense type
Amount	Total spending
Count	Number of expenses
% of total	Share of spending

By vendor

Column	Shows
Vendor	Supplier name
Amount	Total paid
Count	Number of transactions
Avg transaction	Average amount

By employee

Column	Shows
Employee	Staff member
Submitted	Total submitted
Approved	Approved amount
Pending	Awaiting approval

Filters

Filter	Options
Date range	Custom period
Status	Approved, Pending, Rejected
Category	Expense type
Payment method	Card, Cash, Check
Employee	Specific staff
Reimbursable	Yes / No
Tax deductible	Yes / No

How to use

1. Set date range for analysis period
2. Review total spend vs budget
3. Check category breakdown for patterns
4. Identify top vendors for negotiation
5. Review pending approvals
6. Export for accounting

Export options

Format	Use case
CSV	Spreadsheet analysis
PDF	Formal reports

Tips

• Compare months to spot anomalies
• Review pending expenses weekly
• Use category breakdown for budget planning
• Check reimbursable totals for payroll

Troubleshooting

Issue	Solution
Totals don't match	Check filter settings
Missing expenses	Verify date range and status filters
Export fails	Try smaller date range

What's next

• Log expenses: Finance → Expenses
• Check profitability: Reports → Profit & Loss
• Review balance sheet: Reports → Assets & Liabilities