Expense Report
Overview
The Expense Report provides a structured summary of all business costs recorded in ISPBills, grouped by category and subcategory. Use it for monthly financial reviews, end-of-year accounting, or any time you need a consolidated view of where your money is being spent.
Accessing the Report
Navigate to Income & Expenses → Expense Report. The report loads with the current month pre-selected.
Filters
Choose the scope of the report using the filter bar:
| Filter | Description |
|---|---|
| Month / Year | Select a specific calendar month and year. |
| Date range | Use a custom start and end date for more flexible reporting periods. |
| Category | Optionally restrict the report to a single top-level category. |
Click Generate Report to refresh the results.
Report Layout
The report is organised hierarchically:
By Category
Each top-level category (e.g. Operations, Staff, Equipment) appears as a section heading. Beneath it, all subcategories within that category are listed with their totals for the period.
By Subcategory
Within each category section, subcategories are listed with the sum of all expenses recorded against them during the period.
Category Subtotals
At the end of each category section, a subtotal shows the combined cost across all subcategories in that group.
Grand Total
At the bottom of the report, a grand total shows the sum of all expenses across all categories for the selected period.
Downloading the Report
Click Download CSV (or Download PDF, if available) to export the report. CSV exports are suitable for import into accounting software or spreadsheets. PDF exports are convenient for sharing with management or external accountants.
Practical Uses
- Monthly financial review — Run the report for the previous month to review all costs before closing your books.
- Budget vs. actual comparison — Export the report and compare actuals against your planned budget in a spreadsheet.
- Category-level cost control — If total costs are higher than expected, the category breakdown immediately shows which area is over budget.
- Year-end accounting — Run the report for the full year to support your annual financial statements.