Financial Report - Expense

The Expense report breaks down how much money your practice has spent, and summarises the totals by category.

To access this report, go to 'Dashboard' > 'Financial' > 'Expense'

Generating an Expends Report

  1. Select the date range of when items were bought (or paid)
  2. Define how you want to calculate expenses (date purchased is for accrual accounting, while date paid is for cash accounting)
  3. Optionally define categories of expenses

Press 'Generate' when you are finished.

Once the report has been generated, it can be exported to CSV, by clicking the CSV Export button at the top.

James Hogan -

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