How to Manage Your Purchase & Expenses Report (New Vers.)

How to Manage Your Purchase & Expenses Report (New Vers.)

Manage Your Purchase & Expenses Report is to know where your business spends the most money on buying materials and also expenses.

What purchase report may help your business? 

Purchase report is to help to avoid over purchase , spending too much money and causing over budget of your business. If you take the purchase report matching it with your tax, can help to confirm the accuracy.

What is a Purchase Report?

Purchase Report is a report for you to view all your purchases.

What does the Expense Report do?
Expenses report is to help control expenses, to have a clear understanding of where you should spend your money on.

What is Purchase Invoice?
Purchase Invoice is the proof of where you spend money on your business, and also the solution to make sure your stock is tally. 

How to view your Purchase Report

1. Click on Purchases and select 'View Report'

2. Click on Purchase Report

3. Select the calendar icon to filter the dates you want to view

4. Click on the settings button

5. Select a supplier to view

6. If you want to export it, select the three-dot menu

7. Click on Export to Excel or CSV

How to view your Expenses Report

8. Click on Purchases and select 'View Report'

9. Click on Expenses Report

10. Select the calendar icon to filter the dates you want to view

11. Click on the settings button

12. Filter the payment method

13. Filter the category

14. Filter the approval status

15. Click on the three-dot menu

16. Click on Export to Excel or CSV

How to create your Purchase invoice

17. Click on Purchase and select 'Purchase Invoices'

18. You can view all your purchase invoices

19. Click on Add New

(To learn more about adding purchase invoices, please refer to How to Create a Purchase Invoice)