Expenses Report
The Expenses Report turns recorded spending into insight: totals and averages, trends, category breakdown, receipt coverage, and pending reimbursements — all exportable.
Overview
Six KPI cards (Total Amount, Total Expenses, Average Amount, Pending Approval, Pending Reimbursements, Receipt Coverage %) sit above a monthly trend chart and a spending-by-category pie. A filter bar narrows the data, and Export CSV downloads the filtered set.
Step by step: analyze spending
- Use the filter bar to set a Date Range, Status, Category, or Payment Method.
- Read the KPI cards for totals, pending reimbursements, and receipt coverage.
- Click Export CSV to download the filtered expenses.
Key features
| Feature | What it does |
|---|---|
| KPI cards | Total Amount, count, average, pending approval, pending reimbursements, receipt coverage % |
| Monthly trend | Total vs. approved expenses over recent months |
| Spending by category | Pie of top categories by amount |
| Filters | Date range, status, category, payment method, receipt, reimbursable |
| Export CSV | Download all visible (filtered) rows |
Tabs, views & filters
| Control | Options |
|---|---|
| Filters | Date range · Status · Category · Payment method · Has receipt · Reimbursable |
| Default range | Last 30 days |
Tips & best practices
- Filter to Submitted to find expenses awaiting review.
- Aim for receipt coverage above 80% to stay audit-ready.
- Filter to Approved + reimbursable to see what's owed back to staff.
Troubleshooting
| Issue | Fix |
|---|---|
| KPIs show no data | Widen the date range — older expenses are hidden |
| Pending Reimbursements high | Filter Approved + Reimbursable to see and clear them |
| Export is empty | The filtered set is zero — loosen the filters |
What's next
- Record more expenses: Finance → Expenses
- See the impact on profit: Reports → Profit & Loss
- Review supplier spend: Inventory → Vendors