Expense Reports

Expense Reports

Generate detailed expense reports to understand your costs and prepare for your tax return.

Generating a Report

1. Go to Expenses and click Reports (or navigate to Reports > Expenses).
2. Configure the report:
   • Date Range — Select the period (e.g. tax year 6 April to 5 April).
   • Properties — All properties or specific ones.
   • Categories — All categories or selected ones.
   • Group By — Property, category, month, or supplier.
3. Click Generate Report.

Report Contents

The expense report includes:

• Summary — Total expenses for the period with category breakdown.
• Detail Table — Every expense line with date, description, amount, category, and property.
• Charts — Visual breakdown by category and monthly trend.

Exporting

• PDF — A formatted report suitable for printing or sharing.
• CSV — Raw data for import into spreadsheets or accounting software.

Click the Export button and select your preferred format.

Tax Preparation

At year-end, generate a report covering your tax year with all categories included. This gives your accountant everything they need in one document.

Tip: Run a monthly expense report to catch any missing receipts or miscategorised items before they pile up.