Expenses and Purchases Reports
  • 10 Jul 2024
  • Contributors

Expenses and Purchases Reports

Article summary

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.


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.

Expenses and purchases detail report-example

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


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.

Purchases by supplier-example


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:

Expenses by category

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 by category-details


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).

Top section of expenses & purchases dashboard


The green arrow next to each amount indicates an increase compared to the corresponding amount in the previous period, while the red arrow indicates a decrease. Hover over the arrow to see the exact amounts and the comparison period

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.

Expenses & purchases breakdown

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.

Secondary dimension of expenses & purchases dashboard

Performance comparison

The secondary dimension allows for a direct performance comparison of current expenses versus previous periods, to quickly identify trends and manage the financial health of your business.

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.

Last section of expenses & purchases dashboard

If you have created your custom categories, more charts will be available.

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

Dashboard widget

  • Expenses & purchases detail, Purchases by supplier and Expenses by category reports can be downloaded in excel or PDF format by clicking the Save button. The downloaded files are saved in the folder preselected for your downloads. This folder is set through the settings of your browser (Chrome, Mozilla, Safari, etc.). For more information, visit the relative article.

  • Summary reports, such as the Expenses & purchases dashboard, present the total data for the respective period. Hovering over the charts will also display the exact values.

Was this article helpful?