Category report
Feature 2: Category Report Overview The Category Report provides real-time tracking of actual expenditures, syncing with the Accounting Module expenses.
Key Function
Tracks expenses in predefined categories.
Automatically syncs with accounting records.
Step-by-Step Guides
Navigate to "Category Report" under Finance.
Select a reporting date range to view categorized expenditures. Select the currency you working with as well as weather its an expense or income.
Review synced accounting data and compare spending trends.
Export the report if needed for financial analysis by clicking on the export icon top left of the report graph.
FAQs
Q: How often is the report updated? A: The report updates automatically when new expenses are recorded in the accounting system.
Q: Can I create custom spending categories? A: Yes, categories can be customized based on operational needs. To change or edit categories go to Accounting > Settings > Categories.
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