Expenses and Purchases Reports

Every time you add Expenses, Bills or Supplier credits, Elorus automatically records each transaction and displays it in your Expenses & purchases reports.

Elorus provides four types of expenses & purchases reports: Expenses & purchases detail, Purchases by supplier, Expenses by category and Expenses & purchases dashboard.

• Expenses and purchases detail: Displays every entry created from the Expenses, Bills, and Supplier credits functionalities.
• Purchases by supplier: Delivers another perspective on the data, aggregating sums by individual suppliers. This report excludes expense entries that are not assigned to a supplier.
• Expenses by category: Presents combined expenses and purchases based on the expense categories you have defined.
• Expenses & purchases dashboard: Serves as a control panel for your business expenses (Expenses, Bills, and Supplier credits).

Below, we present some examples of how to use these reports. For more detailed instructions on setting the period, using filters, and organizing data into columns and rows, visit the relative article.

EXPENSES & PURCHASES DETAIL

How can I see detailed information on outstanding purchase invoices for a specific period?

From the Expenses and purchases detail report, you can set the period of interest (e.g., Current year). In the example below we have applied the filter Unpaid.

Using this report (e.g., showing 2-3 different periods) can help identify recurring instances of unpaid bills.

PURCHASES BY SUPPLIER

How can I see which suppliers I deal with most frequently?

There are two ways to figure this out: first, through the Purchases by supplier report, which offers detailed transaction numbers, net and total values, plus the number of transactions. The Expenses & purchases dashboard also provides pertinent insights, as we will see below.

EXPENSES BY CATEGORY

How can I identify where I spent the most in the previous year?

The Expenses by category report shows the categories where you spent the most, as seen below:

The report displays both the net value of expenses and the frequency of each transaction. In addition, each category has its own detailed report, accessible by clicking on the category title.

In the example below, we open the Contractors expense category, which has the highest frequency for the selected period.

EXPENSES & PURCHASES DASHBOARD

How can I get a complete overview of my business's spending dynamics at a glance?

The Expenses & purchases dashboard report provides detailed information and a dynamic overview of your expenses & purchases trends, and helps you understand the distribution of expenses and purchases within a defined period.

The top section of this report the following indicators:

• Net sales amount (excluding all taxes),
• Τotal amount (after taxes, excluding tax withholdings),
• Payable amount (including taxes and possible withholding taxes),
• Paid/Unpaid amounts (in percentage %)
• Overdue amounts (past their payment due date).

The next section of the report shows a chart analysis of expenses and purchases for the selected period. Expenses for a month are analyzed weekly, and expenses for a year are analyzed monthly, etc.

Deeper analysis is available in the report's secondary dimension, focusing on the top 10 suppliers or tracking categories for the reporting period. Hovering over the diagram's dots reveals more details.

In the secondary dimension of the report, you get a deeper analysis of expenses and purchases either per supplier (the top 10 suppliers of the reporting period) or per tracking category. Hover over each dot in the chart for more details.

In the last section of the Expenses & Purchases dashboard, three different charts provide a comprehensive overview of expenses for the selected period.

The information includes:

• Νet expense & purchase value per supplier for the top 10 suppliers.

• Outstanding amount per supplier, showing results for the top 10 suppliers you owe the most.

• Net amount per project, with results limited to the top 10 projects.

• Net amount per category, showing the top 10 values for each category.

Using the selector (widget), you can select which charts to display on the Expenses & Purchases dashboard.