Instantly generate a number of reports and download straight to your device or email them from the app.
On Mobile Device
Step 1: From your account dashboard select reports on the bottom menu bar.
Step 2: Select the report you want to run.
- Note: You can edit the properties and categories you want to show in the report. These filters remain set until you change them again.
Step 3: Hit run report.
Step 4: Click on the icon on the top right of the screen to choose how you download or share the document.
The flow is slightly different on a desktop.
Step 1: Open the menu bar on the left-hand side.
Step 2: Select the 'Reports" option.
Step 3: Select the report you want to run.
Step 4: Set the filters and hit run report.
Step 5: Save, share, or print your report.
- Note: If something isn’t appearing in your report that you want to see, please check the following.
- Check the Date Range filter;
- Check the filter categories filter;
- Make sure the expense is marked as paid;
- If it is a recurring expense, future expenses will not show in the report.