Expenses Reports

Modified on Thu, 30 Jan at 6:52 AM

Expense report breaks down business expenses by category, customer, work order, vendor, and employee. It helps identify inefficiencies and areas for cost reduction, aiming to improve profitability through careful financial management.

To check these reports,

Login to your Markate account.

Click Reports
Scroll to Expenses Reports section or Search Expenses in the search bar.
Here you will find these reports: Expenses By Category Summary, Expenses by category, Expenses by customer, Expenses by Work order, Expenses by Vendor, Expenses by Employee.
Click the Report you want to check out and let's understand how the data is being populated.

Expenses By Category Summary

Below is a report for expenses grouped by category, filtered by expense date.

Duration: 01-Jan-2024 to 31-Dec-2024
Category: Eg: Automobile Expense
Balance: Addition of all the Expenses made under the category (Automobile Expense) in this duration
Total: Addition of Balance of all the categories displayed under Category column

Expenses By Category

Below is a report for expenses grouped by month and category.

Duration: 01-Jul-2024 to 30-Sep-2024
Month: Jul 2024 to Sep 2024 (in a descending month order)
Category: Eg. Fuel/Mileage Expenses
Balance: Addition of all the Expenses made under the category (Fuel/Mileage Expenses) in the respective month
Total: Addition of Balance of all the monthly expenses displayed under Month column

Expenses By Customer

Below is a report for expenses grouped by month and customer.

Duration: 01-Jan-2024 to 31-Dec-2024
Customer Type dropdown: All Types (Note: If you select All Types, both Residential and Commercial Customers will be displayed. If you select Residential R, only Residential Customers will be displayed and the same for Commercial C)
Month / Customer Name: Dec 2024 to Jan 2024 (in a descending month order) / All the Customers attached with expenses made in the particular month
Date: Date of the particular month when expense is made for the respective customer
Expense: Category of Expense Eg: Fuel/Mileage Expense
Billable: If Expense is billable, Billable is displayed. If Expense is not billable, Non-Billable is displayed.
Total without Tax: Only Expense Amount is displayed
Tax: Only Tax on that particular expense is displayed
Total Expenses: Expense Amount including Tax is displayed

Expenses By Work Order

Below is a report for expenses grouped by month and work order, for expenses linked to work orders.

Duration: 01-Jan-2024 to 31-Dec-2024
Customer Type dropdown: All Types (Note: If you select All Types, both Residential and Commercial Customers will be displayed. If you select Residential R, only Residential Customers will be displayed and the same for Commercial C)
Month / Customer Name: Dec 2024 to Jan 2024 (in a descending month order) / All the Customers attached with expenses made in the particular month
Date: Date of the particular month when expense is made for the respective customer and Work Order is created
Details: Only those Expenses are displayed with which Work Order is attached
Work Order: Work Order ID is displayed for the respective expense
Billable: If Expense is billable, Billable is displayed. If Expense is not billable, Non-Billable is displayed.
Total Sales: Grand Total of the Expense is displayed
Total: Addition of all the values displayed in BOLD in Total Sales column

Expenses By Vendor

Below is a report for expenses grouped by month and vendor.

Duration: 01-Oct-2024 to 31-Dec-2024
Month: Dec 2024 to Oct 2024 (in a descending month order) / All the Vendors attached with expenses made in the particular month
Balance: Grand Total of the Expense is displayed
Total: Addition of all the values displayed in BOLD in Balance column

Expenses By Employee

Below is a report for expenses grouped by month and employee.

Duration: 01-Jan-2024 to 31-Dec-2024
Month: Dec 2024 to Jan 2024 (in a descending month order) / All the Employees attached with expenses made in the particular month
Date: Date of the particular month when expense is made by the respective Employee.
Expense: Category of Expense Eg: Fuel/Mileage Expense
Billable: If Expense is billable, Billable is displayed. If Expense is not billable, Non-Billable is displayed.
Total without Tax: Only Expense Amount is displayed
Tax: Only Tax on that particular expense is displayed
Total Expenses: Expense Amount including Tax is displayed against the respective Date
Total: Addition of all the values displayed in BOLD in Total without Tax, Tax and Total Expenses

Expenses Reports

To check these reports,

Login to your Markate account.

Click Reports

Scroll to Expenses Reports section or Search Expenses in the search bar.

Here you will find these reports: Expenses By Category Summary, Expenses by category, Expenses by customer, Expenses by Work order, Expenses by Vendor, Expenses by Employee.

Click the Report you want to check out and let's understand how the data is being populated.