Expense Reporting in Zuriey CRM
Zuriey CRM provides three types of reports for tracking and analyzing expenses. Here’s a breakdown of each report type:
1. Yearly Expense Report
- Overview: This report includes all expenses categorized by year.
- How to Access: Navigate to Reports -> Expenses to view the full yearly expense report. This report gives you a comprehensive look at your expenses over the year, helping you identify trends and manage budgets effectively.
2. Detailed Expense Report
- Overview: This report provides a detailed breakdown of expenses, including TAX and TOTAL TAX amounts.
- Filtering Options: You can filter the report based on various criteria for more precise insights.
- How to Access: Go to Reports -> Expenses and click on the Detailed Report button to generate this report.
3. Expense vs. Income Report
- Overview: This report compares your total expenses against your income, giving you a clear picture of your financial health.
- Currency Consideration: The report is displayed in your base currency. If you have payments recorded in other currencies, the results may not be 100% accurate due to currency conversion discrepancies.
- How to Access: Navigate to Reports -> Expense vs Income to view this comparative report.
These reporting features in Zuriey CRM allow you to effectively monitor and analyze your financial performance, enabling better decision-making and financial management for your business.