What this screen is for
This report looks at expenses rather than bills, grouped by the supplier they were paid to. You set a start and end date and can narrow to a single expense category. Summary cards give the number of suppliers involved, the number of expenses, the total amount and the total tax within it.
The report can be printed, or exported as Excel, CSV or PDF.
When to use it
When you want to know where day-to-day spending is going rather than what has been formally purchased — which suppliers absorb the most expense, and how much tax sits inside those amounts. The category filter is useful when a particular cost line has grown and you want to see who it was paid to.
What you see on this screen
Four cards head the page: Total Vendors, Total Expenses, Total Amount and Total Tax.
Two panels follow: Expense by Category, listing each category with its expense count and total, and Monthly Expense Trend (6 Months), listing each month with its expense count and total.
The detail table carries:
- # — the row number.
- Vendor — the supplier the expenses were paid to.
- Expenses — how many expense records.
- Amount — the total before tax.
- Tax — the tax within them.
- Total (incl. Tax) — the two together.
- First Expense and Last Expense — the earliest and latest dates in the period.
Expenses with no supplier recorded are gathered into a highlighted row marked as having no vendor assigned, so they are neither hidden nor mixed into a named supplier. A Grand Total row closes the table.
Filters and actions
- Start Date and End Date — the period the report covers.
- Category — All Categories, or one expense category.
- Apply Filter — reloads the report.
- Print — opens a printable version.
- Export — a menu offering Excel (.xlsx), CSV and PDF.
Related
- Purchase by Vendor — purchasing grouped the same way