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The Expenses Report shows all of your expenses for a specified time frame. To view your Expenses Report, you'll need to click on the Reports tab on the left of your POS screen.

Expenses Report

On the Reports page, click on the Reports drop-list and click on Expenses. The Expenses Report will load in the Category view.

Category View

Export CSV – Click this button to download all of the report's data in a CSV spreadsheet file.

Print – Click this button to print the current page of the report.

Column Sorting – Click on the column headers to sort the line items in the report alphabetically or numerically, depending on the column data. Click again to reverse-sort.

1. Filter – You can click this drop-list to view your expenses by Category, Vendor, Device, or All.
2. Range – This field automatically populates with the current day's date and time. If you want a different date range click in the box to select the dates you want.
3. Search – Enter keywords or numbers into the Search field to find a specific item or value.
4. Category – This column displays the Expense Category.
5. Date – This column displays the Date the most recent expense payment in the category accrued.
6. Payments – This column displays the number of Payments made for each category.
7. Amount – This column displays the total Amount of all payments for each expense category.
8. Total & Grand Total – The total for the Payments and Amount columns on the current page is in the Total row. The total for the Payments and Amount columns across all pages is in the Grand Total row.

All View

Selecting the All filter displays your Expense Report differently. You'll see a new filter at the top and all the same columns from the Category view, plus a few others, described below.

The All filter still shows you the Category, Date, Payments, and Amounts columns described above but adds others as well as an additional filter:

1. Type By – This filter lets you show only expenses for a specific Type of expense. By default, you'll see All of your expenses.
2. Vendor – This column displays the name of the Supplier associated with the Expense Category.
3. Type – This column displays the Type of Expense.
4. Device – This column displays the Device from which each Expense was paid out.

Vendor View

The Vendor View of the Expenses report shows the Vendor, Date, Payments, and Amounts columns described above. It arranges your expense data by Supplier.

Device View

The Device View of the Expenses report shows the Device, Date, Payments, and Amount columns described above. It lists expense data by the Device on which each was created.

Related Topics

Guide to Admin Reports

How to Create and Manage Expenses

How to Manage Categories

Frequently Asked Questions

Q: Can I print my reports from the Admin?

A: Yes. If you have a printer connected to your device, you can press the Print button on the top right of the report page to print the report you are viewing.

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the number below. Contact our 24/7 support team at: (877) 381-4087