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How do I run a report on expenses via payment method?

 
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How do I run a report on expenses via payment method?

Hi Team7,

 

I’ll be more than happy to assist you in generating that expense report by the payment method. Here's how to do so:

 

  1. Go to the Expense tab, then choose Expense.
  2. You will see three icons, a print icon, export, and settings icon, select the settings icon.
  3. Under Columns, put a checkmark in the Method box.
  4. Click the setting icon again to clear the drop-down.
  5. Under the Method Column, choose any transaction. Please note, if you will like to see a certain transaction, go to the Filter box and make the necessary customization.
  6. Once the Expense screen appears, choose which payment method type.
  7. Save and Close.
  8. This will be reflected in the expense transactions screen under the Method Column, continue this process for the other transactions.

Once finished, you will be able to print or export this report by selecting the icons as mentioned before. Please let me know if there is anything else I can assist you with. I'm just a reply away!

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