Overview of the Expenses Section

Click "Accounting" to navigate to the module.

Click the "Expenses" tab.

Click "Expenses"

The Expense Transactions will populate.

Filter the results by clicking on a Custom date range using the dropdown menu.

Or utilize the small calendar icons to set a date range.

Click "Search"

Click the "New Transaction" button to display shortcuts to create new Expense Transactions.

Click the "Print Checks" button for one-click access to the Check Print Queue.

From the dropdown menu, select Positive Pay to access the page for the report.

The Transactions can be filtered by Type.

The Transactions can be filtered by Reference Number.

The Transactions can be filtered by Payee.

The Transactions can be filtered by Memo.

The Transactions can be filtered by Status.