Run the Expense Claim Detail report (New)

Run the Expense Claim Detail report to display information on individual expense claims, and how long these have gone unpaid.

About running the Expense Claim Detail report

Choose which information you display in your report:

    • Choose ageing by invoice date or due date.
    • Change ageing periods.
    • Choose additional display information, for example, add mobile numbers or outstanding GST to the report.
    • Group or summarise information, for example, by contact.

Run the Expense Claim Detail report

  1. In the Reports menu, select All Reports.
  2. Under Purchases, click ... to expand the section if the report is hidden.
  3. Click Expense Claim Detail (New).
  4. Choose a time frame or select a date, then click Update to view your report.

Customise your report

Click Report Settings to customise your report.

Image showing report settings fields.

Ageing Periods

The number of ageing periods (columns) to display, and the timeframe each period covers.

Image of the Report Settings opened and General options displayed.

Display column options

  • Outstanding GST

    The GST portion of the amount outstanding.

  • Phone

    The phone number entered under Telephone in the contact record. Not the phone number entered under Direct Dial.

Image of the Report Settings opened and Display options.

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