Expenses Categories Report

The Expenses Categories Report shows all expenses that have been entered into a patient’s treatment over a period of time.

Run the Report

1. Click the navigation menu > Management > Reports page

2. Open Expense Categories Report

3. Report parameters:

   1. Date: Select the date range to base this report on

   2. Location: Select the location to base this report on, if applicable

   3. Providers: Select the Providers to include

   4. Expense Categories: Select the Categories to include

   5. Show Inactive Providers: Tick to include inactive Providers

   6. Show Details: Tick to see details in place of totals

   7. Show Inactive Categories: Tick to include inactive Categories

   8. Expenses Source: 

      1. From Invoices: Tick to base the report on expenses attached to items that have been created into an invoice

      2. From not Invoiced Items: Tick to base the report on expenses attached to items that have not been created into an invoice

   9. Click OK
      

                                                                                                      

Report Details

Links: 

Setup Expense Categories