About the Purchase Categories report

The Purchase Categories report shows you a categorized breakdown of billed expenses logged in the specified period. 

How to find this report:

Navigate to your  Reports page, then click on the Purchase Categories report under the Purchases heading.

To run this report:

Select the date range you wish to view from the Date Range boxes. Next, select the Display type of purchases you wish to return: 

• Material will show all expenses directly linked to an inventoriable material purchase
• Other will show all in-direct purchases 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.