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How to Access
Navigate to:
Tools > Reports > Transactions > Expenses
Report Features
1. Summary Overview
Displayed at the top of the first page:
- Total Number of Expenses
- Total Value (Excluding Tax)
- Total Tax Value
- Total Value (Including Tax)
This summary provides a high-level view of expenses during the selected reporting period.
2. Expenses Per Category (Bar Graph)
- Visual representation of total expenses per category.
- Helps identify areas with the highest expenditure.
3. Expenses by Category (Pie Chart)
- Displays the percentage share of each category in the total expenses.
- Useful for quick comparison and analysis.
4. Detailed Expense Breakdown
Each expense transaction is listed with the following fields:
| Field | Description |
|---|---|
| Date | Date the expense was processed at the Point of Sale. |
| Quantity | Number of expense entries. Totals per category are shown in bold. |
| Ex Tax Amount | Expense value excluding tax (e.g., GST). |
| Tax (GST) | Tax component of the expense. |
| Amount | Total expense value including tax. |
Benefits
- Monitor and control business expenditure.
- Identify and budget for recurring expense categories.
- Gain insights through visualizations for better financial planning.
