This report shows records of Expense Reports and it includes Expense Reports which were paid. This report also shows the Expense Report creation date and the delivery date of that Expense Report. This report will be helpful in identifying the bills which were saved as a draft, open, partially paid, billed, and canceled.
This report can created in three different sections they are Current, Previous and Custom. In current, reports can be created by using Today, Current Month, Current Year, Current Quarter and Previous, reports can be created by using Yesterday, Previous month, Previous Year, Previous Quarter. Using Custom to create the report for specific dates, a month or even a year
Navigation
- Click on reports and then expense reports
- Then click on expense report
Expense Report
Create the Report,
- Go to reports
- Click on the expense report mentioned in the expense report
- Click on date range choose from the dropdown menu
- You can customize the report by clicking on accounts and status filters
- You also customize the report by selecting the account from the dropdown menu
- The report can also be filtered by tags
- Click on tags and select the tags from the dropdown
- Click on generate Report to generate the report
- Click on open to open as PDF
- You can download by pressing on the download icon
- You can edit the headers to your need
- See screenshot attached bill report with data
