Expenses report

Every expense of a year, summed or listed, each converted at the rate that was true on its own date.

Where

Expenses › Report

Who

People whose role may see expenses.

Choose the Year.

Narrow it: All categories, Billable and not, the Customer and All payment modes each open a list to choose from.

Choose the view: Summary sums the year by category and month, with the Net Amount (Subtotal), the Total Tax and the Total above the table; Detailed Report lists the expenses one by one, each with its Category, Amount, Tax 1, Tax 2, Total Tax, Amount with tax, Billable, Invoice, Reference # and Payment Mode.

Export downloads what is shown.

An expense with no exchange rate on its date cannot be converted, so it is left out of the summary and the report says so. Record the rate under Exchange rates.

The expenses report, Summary: the year by category and month

The expenses report, Detailed Report: the expenses one by one