Expenses report

What it answers

Where your money is going, by expense category and account, for a period.

What's on the page

Tiles: total expenses and change versus the prior period.
By category chart and table (categories come from Settings → Expense Accounts).
Sources: expenses logged by crews on jobs, expenses added on job pages, and internal costs on quotes and invoices.

Expenses report with totals by category. — Expenses report

Every report works the same way

Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).

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Settings & Company Setup

Expense accounts

Create the categories expenses are coded to (fuel, dump fees, materials, subcontractors) so the Expenses report and Profit & Loss group spending the way your bookkeeper expects.

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Log an expense or materials on a job

Record dump fees, fuel, parts, and materials against the job with a receipt photo so the office can bill or cost them.

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Profit & Loss report

Net collected revenue, expenses, net profit, and margin for a period, with monthly trend, revenue by service, and expenses by category.

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Reports: what each one answers

The Reports hub groups 21 reports into Money, Sales, Jobs & Crews, and Customers. This page says what question each answers and links to its article.

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How Zentive defines revenue in reports

Every money report uses one definition: payments received minus refunds, excluding sales tax and tips, dated by the recorded payment. What that includes and excludes.

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Aging Receivables report

Outstanding invoice balances by days overdue (Current, 1–30, 31–60, 61–90, 90+) and by customer, so you know who to follow up with first.

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