Financial / How To Create Expense Statement Report?
Updated on 10 Jun, 2024Definition: The Expense Statement Report gives a simplified financial statement displaying classified spending for a specified time.
Objective: To assess and analyze the organization's spending patterns and identify areas for cost control.
1. Go Report> Expense Statement
2. A list of expenditure heads will be created, including the expenditure head and amount(£). A graphical representation of it is provided immediately below the list.
3. Click Export to export report in.csv format if necessary with all pages or, current page and selected rows
4. Click Action> Download to export a report in.csv format if necessary with current list
5. Click Action> Email to get Report Emailing Settings. Enter your email address and time settings (now, recurring, or scheduled). If Recurring is set, the time of recursion must be fixed, such as every day or 7 days. If Custom Date is set, enter the date and time from which the email will be sent.
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