Expense Report: Track and Manage Organizational Spending
What is the Expense Report?
The Expense Report in CRM LEAF provides a detailed overview of all organisational expenditures. It captures individual expense entries, helping finance teams track spending, monitor budgets, and support internal audits and financial control processes.
Table View – Expense Report
Example
| Item Name | Price (₹) | Price (USD) | Employee | Purchased From | Bank Account | Purchase Date | Bill Status |
| Flight Tickets | ₹15,000 | $180 | John Williams | MakeMyTrip | HDFC Corporate | 05-May-2025 | Paid |
| Office Chairs | ₹10,000 | $120 | Beaulah Hansen | Staples India | ICICI Business | 07-May-2025 | Unpaid |
| Adobe License | ₹12,000 | $144 | Michael Adams | Adobe Systems | Axis Business | 12-May-2025 | Paid |
| Google Ads | ₹30,000 | $360 | John Williams | Google Marketing | SBI Corporate | 20-May-2025 | Paid |
Export Option
The Expense Report can be exported in Microsoft Excel format by default, enabling:
- In-depth financial analysis
- Budget planning
- Compliance audits
- Vendor tracking
Quick Actions – Expense Report
| Action | How To |
| View Expense Summary |
Go to Reports > Expense Report to review expense entries in detail.
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| Filter by Category/Date | Use filters to narrow data by category, employee, or time frame. |
| Export Expense Report | Click Export to download the report in Excel format. |
| Analyze Spending Trends |
Compare expense trends by category or time period to optimize budget control.
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FAQ – Expense Report
Q: Can I see detailed expenses grouped by category or employee?
A: Yes, use filters to group and view expenses based on category, employee, or vendor.
Q: Does this report include all company expenses?
A: Yes, all logged expenses associated with valid categories and purchase details are included.
Q: Can I generate the report for specific months or quarters?
A: Absolutely. Use the date range filters to customize your view and export accordingly.
Q: How are total expenses calculated?
A: The total is the sum of all expenses listed under the selected filters, calculated both in ₹ and USD.