Purchases and Expenses Reports - Overview
The Purchases and Expenses report category in Zoho Billing lists all reports displaying the expenses incurred by your business.
Zoho Billing supports the following Purchase and Expense reports:
- Expense Details
- Expenses by Category
- Expenses by Customers
- Expenses by Projects
- Billable Expense Details
Expense Details
The Expense Details reports shows a list of all expenses incurred by your business in a list view. The report also displays the total amount that your business has incurred in the selected period.
How is this report helpful for your business?
The Expense Details reports give you an overview of the total of all expenses incurred by your business during a selected period, along with a list of each expense incurred during the period. You can also customize this using filters to view the desired results.
Scenario: Aaron Brown, the manager of the expenses department at Zylker, wants to view the total expenses Zylker has incurred in the current month. Using the Expense Details report in Zoho Billing, he can keep track of the total expenses incurred by Zylker in the current month. Additionally, he can also go through each expense directly from the report and reach out to his team for further details.
Expenses by Category
The Expenses by Category report in Zoho Billing displays a summary of all expenses incurred by your business in different categories. The report also displays the total expenses that your business has incurred in the selected period.
How is this report helpful for your business?
The Expense by Category report in Zoho Billing allows you to dive deep into the different categories that contributed to overall expenses of your business in a particular period. The report also allows you to customize the report further based on filters to view the desired results.
Scenario: Aaron Brown, the manager of the expenses department at Zylker, wants to view the total expenses that the business has incurred and the categories that contributed to it. Using the Expenses by Category report in Zoho Billing, he can find out how much expenses the business has incurred in each category, along with the number of expenses for each category. This allows him to break down the total expense for the business and analyze the highest contributors. He can also view the report to view the list of all expenses that were contributed by a specific category and analyze it further.
Expenses by Customers
The Expenses by Customer report in Zoho Billing displays a summary of all expenses incurred by your business for each customer. The report also displays the total expenditure your business has incurred for all customers during the period.
How is this report helpful for your business?
The Expenses by Customer report allows you to dive deep into how much expense your business is incurring for each customer in a particular period. This is also helpful in analyzing the profitability of your business for each customer.
Scenario: Aaron Brown, the manager of the expenses department at Zylker, wants to view the total expenses that the business is incurring on each customer. Using the Expenses by Customer report in Zoho Billing, he can track how much expenditure is being made for each customer. Based on the data, he can also further to find out the profitability for the business for each customer.
Expenses by Project
The Expenses by Project report in Zoho Billing displays a summary of the total expenses incurred by your business for each project, along with the total expenses incurred for all projects in the period.
How is this report helpful for your business?
The Expenses by Project report lets you analyze the expenses your business is incurring for each project during the selected period, allowing you to analyze the profitability of each project.
Scenario: Aaron Brown, the manager of the expenses department at Zylker, wants to view the total real-time expenses made by the company for all projects. Using the Expenses by Project report in Zoho Billing, he can view how much expenditure the business is making for each project, along with the total expense for projects. Based on the data, he can reach out to his team for further details and analyze the profitability of each project.
Billable Expense Details
The Billable Expense Details report in Zoho Billing gives you a list of all expenses, which you can bill your customers, along with the invoiced amount. You can also view the total expense which you can bill your customers, and the total amount that you have already invoiced.
How is this report helpful for your business?
The Billable Expense Details report in Zoho Billing allows you to analyze the total expenditures which can be billed to your customers, along with the total amount that you have already invoiced.
Scenario: Aaron Brown, the manager of the expenses team at Zylker, wants to view the total billable expenses for the company in the current month. Using the Billable Expenses report in Zoho Billing, he can find the list of all billable expenses, along with their status, invoiced amount, and gross profit. Based on this data, he can reach out to his team for further actions.
Report Functions
The Purchases and Expenses reports in Zoho Billing support the following report functions:
| Report Function | Expense Details | Expenses by Category | Expenses by Customer | Expenses by Project | Billable Expense Details |
|---|---|---|---|---|---|
| Filter Report | ✔ | ✔ | ✔ | ✔ | ✔ |
| Group Report | ✔ | X | X | ✔ | ✔ |
| Customize Report Columns | ✔ | X | ✔ | ✔ | ✔ |
| Sort Columns | ✔ | ✔ | ✔ | ✔ | ✔ |
| Schedule Report | X | X | ✔ | ✔ | ✔ |
| Share Report | ✔ | ✔ | ✔ | ✔ | ✔ |
| Export Report | ✔ | ✔ | ✔ | ✔ | ✔ |
| Print Report | ✔ | ✔ | ✔ | ✔ | ✔ |
| Custom Report | X | X | ✔ | ✔ | X |
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