Expenses Overview
From the sidebar navigation, clickBusiness Tools, then Expenses. By default, expenses entered for the current year are displayed.
Toolbar:
- (1)
: Creates a New Expense or New Recurring Expense from the drop-down menu.
- (2)
: Edit an entry or change the category of existing expense entries simultaneously.
- (3)
: Click to Filter or select Clear Filter to remove any previously set. Filter options include Date Range, Payee, Amount, Check #, Category, and Exclude Units.
- (4)
: Choose either Print List (expense entries currently shown), Summary by Category, or Details by Category.
- (5)
: Click and select either Export to PDF or Export to Excel which will download the displayed entries directly as a download for the selected file type.
- (6)
: Create, edit, or delete Recurring Expenses.
- (7)
: Deletes the selected expenses
- (8)
: Click to access Expense Category or Memorized List. Boulevard comes with pre-defined expense categories that can be deleted or edited. Additional categories can also be added. Important Note: If an expense category that has been previously assigned to an expense is edited or deleted, it will become un-linked to those entries it had been assigned.
The Memorized List contains all Payees that have been previously assigned to an expense entry. They can be deleted or edited. Edited payees will not change any previously entered expense entries, only future expense entries added. Payees can also be manually added to the Memorized List. - (9) Auto-Fill by Payee: If selected, when creating a new expense, if the payee entered into the Pay To field has been previously used, it will pre-fill the information from the last entry added.
- (10) Search/Advanced Search: The search field will perform a quick search of the entries displayed, and can be used in conjunction or separately from the Advanced Search which filters the columns based on the criteria set.
- (11)
: Expand to view additional information about the expense entered
- (12)
indicates a recurring expense, and
indicates a split expense.
- (13) Date: The date of the expense (Required)
- (14) Payee: The payee or description associated with the expense (Not required)
- (15) Category: The category the expense is assigned which can be either an expense, income, or other type based on the unit associated with the expense category. (Required)
- (16) Number: The number or other information associated with the expense, such as check number or other payment method information. (Not Required)
- (17) Amount: The numerical amount of the expense. Typically a currency, but can also be another type of Unit depending on the expense category. (Required)
- (18): The total sum of the entries displayed in the Amount column.