Expenses Master Report

The Expenses Master Report can be used to enter and track basic practice expenses. These can be categorised and exported to Excel or printed as required. Categories need to be set up in Data Maintenance > Expense Categories.
Expenses Master Report
1

Select a date range

1. Select a date range
Enter the date range to find expenses for
2

Go

2. Go
Click Go to search for expenses already entered for the date range above
3

Search Results for date range

3. Search Results for date range
Search results for the above date range.
Multi-cell selection is available in this report.
4

Totals

4. Totals
Total Expenses and Total GST for the expenses found for the given date range.
5

Add a new expense

5. Add a new expense
Use the blank row at the top of the report to add a new expense
6

Save Changes

6. Save Changes
Click Save Changes after adding any expenses to the report.
7

Find an expense

7. Find an expense
Use the Find field to search for a particular word within the report, i.e. to find a particular expense item
8

Group by....

8. Group by....
Use the Group By option to group the expenses entered. An example would be to drag the Category field upto the Group By header so that expenses can be displayed by category.
 
9

Preview

9. Preview
Preview the results before saving as PDF or Printing
10

Print

10. Print
Print the results
11

Export to Excel

11. Export to Excel
Export the results to Excel
12

Close

12. Close
Close the report