General expenses

Help Center For Landlord Reports Types of reports

To access the General expenses report, open the Reports page from the left-side menu. Here you can find the respective card in the Financial section (if the “swimlane by type” is enabled) and will be able to mark a report as a favorite to move it to the top of the section.

The General expenses report shows general expenses that are not related to any property. It is often used for documenting travel expenses, lodging, and other related business expenses that may be reimbursed.

Please note!
The General Expenses Report cannot be shared with the owner. 

This might be useful:
How do I set which reports an owner can view?

Filters:

Date
You can adjust your own “custom range” by choosing a start and end date to generate the report, or you can use the pre-set date range options, which are: Previous month, Last 3 months, Previous quarter, Last 12 months, Current year, Previous year.

Accounting type
You can view/generate a report based on how you do your accounting. Cash type is selected by default, but you can switch to Accrual type to see transactions sorted by due date.

Sub-category
The system will generate a report using all sub-categories if you have not selected any from the dropdown menu.

Group
Additionally, you can enable/disable the “Group” option. This option allows grouping by payer/payee and sub-category in alphabetical order by due date within the group.

Please note! 
Save your selected filters for frequent use to streamline your workflow and save time.

Columns

You can personalize your report by selecting the columns you want to include. To do this, please click on the “Columns” button in the upper right corner. Here you can check the boxes next to the additional columns you want to be included in the report. You can also change the order of the columns with the drag & drop option. Press the “Save” button to save the changes.

Please note!
At least 3 columns need to be selected to generate the report.

Preview the report

Once you open the report, you will see the preview of the report right away. You can adjust the information you want to be included and then download the report. A horizontal scroll appears when the information exceeds the width of the screen, allowing users to navigate and view all content.

If the report contains many rows, you will see the “Load more” button to click to view more. You can then use the “Back to top” arrow button to return to the top of the page.

If you're using a mouse, hold SHIFT and use the scroll wheel to scroll horizontally, or simply press and hold the mouse wheel to scroll.

What categories does this report include?

This report includes only General expenses transactions that are not linked to any property.     

Not included categories:

  • Management Fees
  • Liability
  • Tenant Charges & Fees
  • Owner Contributions
  • Owner Distributions
  • Property Income
  • Property Expense
  • General Income

Included Statuses:

  • paid
  • partial

Not included statuses: 

  • unpaid
  • failed
  • pending
  • waived 
  • void
  • canceled 

Downloading the report
Click the "Download report" button to generate the General expenses report. The report is generated into one file, and you can download it as an Excel or PDF file. The "Download report" button will be inactive if there is no information on the chosen criteria or you have no properties added.

Please note!
If the file is very large, it will be compressed into a zip file which you will need to unzip.

The report sample:

 

Last updated:
Mar. 20, 2025

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