Expense Reports
Use expense reports to help manage your invoices, payments, etc. Reports return information on items showing the Expenses list for your selected policy.
Expense Reports Process
1
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.