new

Accounting Reports

Expense Tracker

Enhanced Date Range Filters & Accounting Controls

Based on your feedback, we've rolled out new Date Range filters across the Expense Tracker and core Accounting Reports, giving you total control over how you view and manage your project spending.
🕒 New Date Range Picker
The Expense Tracker now features a versatile date range selector (shown above). Instantly filter your data by:
  • Quick Presets:
    Today, Yesterday, Last 7 Days, or Last 30 Days.
  • Period Views:
    Current Month/Year vs. Last Month/Year.
  • Custom Range:
    Total flexibility to select any specific window.
Date Filter on Expense Tracker
📊 Upgraded Accounting Report Filters
To streamline your reporting, we’ve integrated these filters into several key areas:
  • Expense Summary & Category Reports:
    Now include the Date Range filter.
  • Vendor & Invoice Reports:
    Added Date Range and Company filters.
  • Account Expense Report:
    Added Date Range, Account, and Company filters—plus a new Company column for better visibility.