This section describes the specifics of accessing and interpreting Expenses to Accounting report.
Opening the Report
You can find the report at Reports > Accounting > Review Expenses > Expenses to Accounting.
The report is available only at the location level. Before opening the report, in the list to the left of the reports list, select the location (station) you need:
For more information, see Viewing Reports.
Viewing the Report
The Expenses to Accounting report provides the information on all expenses on the selected station within the specified period.
The report contains the following information:
- Date
- Category
- Payee
- Memo
- Amount
- Method Of Payment
- Account
Filtering the Report Data
To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.
Specify the period you are interested in manually using the calendar or one of the available filtering options. The report provides the following filtering options:
- Custom Date. Specify the period you are interested in manually using the calendar or use one of the available filtering options, and then click Refresh There are the following filtering periods available:
- Yesterday
- Current Month
- Current Quarter
- Current Year
- Last Month
- Last Quarter
- Last Year
- Last 12 months
Additional Actions
To open the Accounting Transaction form for a certain expense row, click it.
For more information on additional report features, see Reports.
