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Want to see how much you’re paying each vendor on a monthly basis? This is possible by running a monthly expense report by vendor.
How to run a monthly expense report by vendor #
- Go to Reports.
- Search for and open the Expenses by Vendor Summary report.
- Select Customize.
- Set the report period to the appropriate date range, based on the bill dates.
- In the Rows/Columns section, select the Columns drop-down, then choose Months.
- Select Run report.
How do I save my monthly expense report? #
To save your monthly expense report by vendor:
- While the report is still open, select Save Customization button.
- Enter the report name.
- Select whether you’d like to share this report with all users or just a group of users. If neither one of these options are marked, only the user who created the report will be able to access it.
- Select Ok.
Where can I find my monthly expense report after I save it? #
To access this report (and other custom reports):
- Go to Reports.
- Select Custom Reports.
