EXPENSE STATEMENT TRANSACTIONS REPORTS

Expense Statement Transaction Reports are useful to...

How to run the report

The Expense report is available to Manager users where the permission is enabled:

To set the permission click: Settings > User Permissions > Manager > Can see Reports section > Expenses = True

To run the report:

  1. Spoof as a self employed trainer 
  2. Go into money on the left side
  3. The change to accounts in the right corner 
  4. The look at Statement period and choose Transactions filter 
  5. Press Generate 

Image 02-11-2023 at 17.55

Filter Reports

Period  
Type Transactions/Attachments

Report Columns 

Statement Period  
Summary  
Money In  
Money Out  
Balance  
Transactions  
Payment Date  
Date Added  
Type  
Description  
Spent  
Received