Generating expense reports for tax or personal purposes is super easy and fast. Just click the Reports button in the footer of the app.
TIP: Reports are only available to registered members. Registration is free and takes ~10 seconds.
- 3 type of reports available - Receipts, Ledger and Vehicle logbook.
- Each report has different options. eg. the Ledger report is the only one where you can filter by Tags. For example, you may want to know all your "work" related expenses involving "lunch". Easily done as pictured.
- Request a PDF report. The Ledger report is great for reimbursements since you can be specific about "work" related expenses in a single PDF format. This yields on the 1st page a tabular summary followed by all the receipts inside the PDF document. This you can then hand to your manager for reimbursement purposes after a business trip.
- Intuit Interchange Format (.Iif) format - we are supporting Quickbooks Desktop (offline). Available only to PRIME account holders.