{"id":38076,"date":"2025-09-10T09:13:40","date_gmt":"2025-09-10T09:13:40","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%aa%d9%82%d8%a7%d8%b1%d9%8a%d8%b1-%d8%a7%d9%84%d9%85%d8%b5%d8%b1%d9%88%d9%81%d8%a7%d8%aa-%d8%ad%d8%b3%d8%a8-%d8%a7%d9%84%d9%85%d8%af%d8%a9-%d8%a7%d9%84%d8%b2%d9%85%d9%86%d9%8a%d8%a9\/"},"modified":"2025-09-10T09:32:11","modified_gmt":"2025-09-10T09:32:11","slug":"expenses-periodic-reports","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/expenses-periodic-reports\/","title":{"rendered":"Expenses Periodic Reports"},"content":{"rendered":"

Through the expense report in the system, you can track all recorded expenses within a specified time period, displayed in aggregated views (Daily \u2013 Weekly \u2013 Monthly \u2013 Yearly). This enables you to accurately monitor outgoing cash flows, analyze different expense items, and support financial decision-making based on actual expense movements.<\/p>\n

    \n
  1. From the main menu, go to “Reports<\/strong>“.<\/li>\n
  2. Click on “Accounting Reports<\/strong>“.<\/li>\n
  3. From the “Expenses Periodic Reports<\/strong>“, choose between (Daily \u2013 Weekly \u2013 Monthly \u2013 Yearly).<\/li>\n
  4. Alternatively, define the details you wish to display from the report screen, with filtering options available by: yearly, monthly, weekly, daily, category, staff, vendor, treasury, or branch.<\/li>\n<\/ol>\n

    Report Contents<\/strong><\/p>\n

      \n
    • View Mode:<\/strong>\n
        \n
      • Summary<\/strong>: Displays only the date with the total expense.<\/li>\n
      • Details<\/strong>: Displays all data related to each expense, such as (Code \u2013 Date \u2013 Treasury \u2013 Category \u2013 Vendor \u2013 Journal account \u2013 Staff \u2013 Notes \u2013 Branch \u2013 Amount \u2013 Taxes \u2013 Total with Tax).<\/li>\n<\/ul>\n<\/li>\n
      • Chart<\/strong>: Illustrates expense movements during the selected period.<\/li>\n
      • Totals<\/strong>: Shows the total recorded expenses for each period.<\/li>\n<\/ul>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2098],"tags":[3240,3761],"class_list":["post-38076","tutorial","type-tutorial","status-publish","hentry","category-expenses-periodic-reports","tag---en","tag----en"],"yoast_head":"\nExpenses Periodic Reports - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/expenses-periodic-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Expenses Periodic Reports - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Through the expense report in the system, you can track all recorded expenses within a specified time period, displayed in aggregated views (Daily \u2013 Weekly \u2013 Monthly \u2013 Yearly). 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