View & Download Expense Summary Report

Track monthly expenses across categories and vendors — with visual graphs and exportable summaries for financial planning, reporting, and reconciliation.

🔐 Access Control

• Only Admin users or staff with report permissions can access expense summaries
• From the Dashboard, use the side menu to navigate: Accounting → Report → Expense Summary

🧭 Step-by-Step: View Expense Summary

1️⃣ Apply Filters

Use the filter panel to define your report scope:

• Year: Select the reporting year (e.g. 2025)
• Category: Choose a specific expense category (e.g. Electric, Cleaning, Logistics) or select All Categories
• Vendor: Choose a specific vendor or select All Vendors

Click the Search icon to generate the report.

2️⃣ Review Graph & Table

The report will display:

• A monthly expense graph showing trends across January to December
• A summary table with columns for each month and rows for:
  • Payment
  • Bill
  • Purchase
  • Employee Salary
  • Expense = Payment + Bill + Purchase + Salary

Use the table to identify cost spikes, seasonal patterns, or vendor-heavy months.

📥 Download the Report

• Locate the Download button at the top right of the report panel
• Click to export the report in your preferred format (e.g. PDF)
• The exported file will include:
  • Monthly breakdown by category and vendor
  • Total expenses per month and year
  • Filter criteria and reporting duration

✅ Best Practices

• Review expense summaries monthly to monitor spending and budget adherence
• Filter by vendor to analyse cost concentration
• Export reports before audits or financial reviews
• Archive reports quarterly for compliance and traceability
• Use sector-fit categories (e.g. Care Home Utilities, Cleaning Supplies, Logistics Fuel) for clarity