What is a Location Expense Summary Report

Overview

Expenses are deductions in a business statements. These expenses include Management Fees, Transaction Fees, Lab Fees - GST and Other Adjustments.

*note that if you do not use the Statement feature in Core Practice, there will be no data generated for this report.

In this report, you can get an overview of the total amount of expenses per business name as well as the tax included on the fees and other adjustments on a given date range.

Steps

1. Click Report and select Any option as this will bring you to the main Reporting page.

2. Select Location Expense Summary.

3. Filter the report by Location, Date range and click Run Report.

4. This report can also be exported via PDF or Excel. 

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