Expense Reports

Use expense reports to help manage your invoices, payments, etc. Reports return information on items showing in the Policy or Payees list.

Expense Reports Process

1
Run the Reports
2
Expenses – Lists expenses by payee/policyholder. Reports expense, gross premium, payables, coverage type, etc.
3
Accrued Expenses Reconcile – Reconciliation report for accrued expenses. Reports expense, policyholder, gross premium, accrued expenses, etc.