Create a Custom Expense Report
Filter expense entries by Payee, Amount, Check Number, or Category within a specified date range to create a custom report that can be printed or exported from the Expense section of Boulevard.
- From the sidebar navigation, click Business Tools, then Expenses.
- From the toolbar, click and select Filter from the drop-down options listed.
- From the filter sidebar, under the Date Range drop-down, select Custom or select a quick pick from the options listed (default is set to the current year).
- Apply any other filters from Payee, Amount, Check #, or Category options.
- To preview, from the toolbar click and choose Print List from the drop-down options listed.
- From the print preview form, click to print, or if using a mobile device, click to export and download as another file type such as PDF.
- To remove any filters set when finished, from the toolbar, click and select Clear Filter.