Expense Details Report
To access the expense details report in Zoho Invoice,
- Click on the Reports tab on the navigation panel on the home page of Zoho Invoice.
- Go to Purchases and Expenses - Expense Details.
- Set the date range you want to generate the report for and click on Run Report.
All the expenses that you’ve recorded can be viewed here in single file along with the following details highlighted,
Status - Refers to the current condition of the expense, based on criteria such as whether they’re reimbursable or not, come with an expense receipt attached or not etc. Expenses can also be sorted according to their status such as unbilled, reimbursed, invoiced etc. From the status bar provided below the date filter, you can opt to include only those expenses pertaining to one or two such status categories.
Eg : You can customize your report to contain only reimbursed expenses for the current week as shown below.
Expense Date - The date on which the expense was incurred, as provided during expense creation.
Reference# - Unique identification assigned during expense creation.
Customer Name - The customer, if any, who has been associated with the expense.
Category - The expense category that this particular expense falls under, as specified during expense creation. Expense Amount - The sum that the expense amounts to.
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