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 tax to the report.
    • Group information, for example, group by contact.

Run the Expense Claim Detail report

  1. Go to Reports, then click 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.

Refine your report's settings

Click Report Settings to refine 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.

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.

Show or hide decimals

Numbers will show to 2 decimal places by default.

To show only round numbers, click to clear the Show decimals checkbox.

Group data and select columns to display on the report

Select an option from Group By to group and subtotal information on the report. Select None for no groups.

Select checkboxes for columns you wish to show on the report. Clear a checkbox to hide a column.

Display column options explained

  • 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.

Apply filters

Click Add a filter and select a column to filter by, then enter or select details.

As you add more filters, the report displays results based on all your filters combined.

When you update the report, the filters show at the top in a text block you can edit or delete.

Edit, move or delete text blocks

Click Update to run and view

After you've made your choices, click Update to close Report Settings and view your report.

Sort and reorder columns

Once you've run your report and refined your results, you can:

  • Sort the report in ascending or descending order of the data in any column by clicking on the column heading.
  • Reorder the columns by dragging and dropping them into a different order.

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