Expense Reports

Quotify CRM provides three types of expense reports to help you analyze company spending, identify trends, and compare income vs. expenses.

1. 📅 Yearly Expense Report (by Category)

• Navigation:
  Reports -> Expenses

• What it shows:
  A full overview of all expenses grouped by year and category (e.g., Marketing, Travel, Subscriptions).

• Use Case:
  Great for high-level financial tracking and identifying which categories have the highest spend.

2. 🧾 Detailed Expense Report (With Tax Breakdown)

• Navigation:
  Reports -> Expenses -> Click "Detailed Report" button

• What it shows:
  Each expense listed with:

  • Expense Name

  • Category

  • Amount

  • Tax

  • Total Tax

  • Linked Customer/Project (if applicable)

• Filtering Options:

  • By customer

  • By category

  • By date range

• Use Case:
  Ideal for accountants or finance teams needing itemized reporting with tax tracking.

3. 📈 Expense vs Income Report

• Navigation:
  Reports -> Expense vs Income

• What it shows:
  Compares total expenses vs income over a time period, helping assess profitability.

• Important Note:

  • This report is shown in your base currency only.

  • If you have income or expenses recorded in other currencies, the totals may not be 100% accurate due to exchange rate fluctuations.

✅ Summary Table