Is there a report which captures monthly overhead expenses specifially or is this something I would have to create?

While there isn’t a specific prebuilt report labeled "monthly overhead expenses" in the system, Kim, you can use the Profit and Loss report, customize it to display monthly, and filter it by the distribution account to show only overhead expenses.

Here’s how:

1. Go to Reports and select Standard Reports.
2. Under the Business Overview section, choose Profit and Loss.
3. In the Display tab, set the Display columns by dropdown to Months under Transaction Date.
4. Next, go to the Filter tab:
   • Set the first field to Distribution Account.
   • In the second field, select Equals (optional: choose Equals Including Sub-account if applicable).
   • In the third field, choose the Overhead Expense account.
5. In the Report Period dropdown, select This Year.

Once you’ve customized the report, click the Save As button. This saves the report as a custom report so you can easily access it next time without having to recreate it.

Let us know if you need further assistance.