Enhancements to Advanced Expense Reports

support
Feb 23rd, 2021
We got some great feedback and feature requests from you. So we have made these enhancements to Advanced Expense Reports. The main enhancements are that you can now group by a field and show subtotals for the group. We also added dynamic period ranges like 'This Month' and 'Last Month' so you can easily list expenses for the period without having to mess with the dates.



An Advanced Expense Report is a report you define, you pick the criteria for the information you want to see in the report.



For example, if you drive a lot for your business, you might want a quick way to figure out your transportation related expenses for the month.
To do so, you can create an advanced report with the Period set to 'This Month' and Type set to 'Transportation'.


Or you might want to list all expenses above $100. You can set up an advanced report for this with Amount More Than value set to '100'.


alan
Feb 23rd, 2021
Thnks for this update! Will check it out now :)
alan
Feb 24th, 2021
Yes, this works. I have set up 2 reports, one for the current month and one for the last month with the expense types I care about. This is exactly what I needed. Thanks!
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