Create a Custom Expense Report

Create a custom expense report by filtering expense entries within a selected date range and applying one or more filters, including Payee, Amount, Check Number, Category, or Exclude Units. The filtered results can be previewed, printed, or exported directly from the Expenses section.

 From the sidebar navigation, click Business Tools, then Expenses.

1. From the toolbar, select the filter buttonthen choose Filter from the drop-down options listed.
2. From the filter sidebar, under the Date Range drop-down, select Custom or select a quick pick from the options listed.
3. Apply any other filters from Payee, Amount, Check #, Category, or Exclude Units.
4. From the toolbar, select the print buttonthen choose Print List.
5. In print preview, select the print button, or on a mobile device, tap the export button to export and download as another file type, such as PDF.
6. To remove any filters set when finished, from the toolbar, select the filter button and choose Clear Filter.

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Additional Information:

• Print a Detailed Expense Report
• Summary of Expenses Report