What is the Expenses Category Report?
The Expenses Category Report shows you a categorised breakdown of billed expenses logged in the specified time period.
How to find this report:
Navigate to your Reports page, then click on the Expenses by Category report under the Expenses heading.
To run this report:
Select the date range you wish to view from the Date Range boxes. Next, select the Display type of expenses you wish to return:
- Material Expenses will show all expenses directly linked to an inventoriable material purchase
- Other Expenses will show all in-direct expenses for the period, including non-inventoriable material purchases.
When ready, click the Run Report button.
As tax, shipping and discounts are proportioned across items within expenses, this can result in amounts that calculate to 4 decimal places. All amounts shown in the display and print versions of this report are rounded to 2 decimal places for display purposes, however if you need more precision to your tallies, your CSV download will contain the values to 4 decimal places.
This report can be downloaded a print-friendly PDF or a CSV for further analysis in a spreadsheet.