How to Track and Export Payroll Expenses

Overview
The Payroll Expenses screen lets you view all expense entries associated with payroll, filter them by date, and export for accounting or audit purposes.

Step-by-Step

1. Navigate to Payroll → Payroll Expenses

2. Set a Date Range

   • Click the Duration dropdown and choose a preset range (e.g. “This Month”) or

   • Enter custom Start Date and End Date

3. Search or Filter

   • Use the search box to filter by item name, employee, or vendor

4. Export

   • Click Export at the top left

   • Choose your format (CSV or Excel)

   • Download the file

Best Practices

• Always verify your date range before exporting.

• Use consistent naming conventions for “Purchased From” to ease reconciliation.

Troubleshooting / FAQs

1. No data appears after filtering.

   • Ensure your date range actually contains expense entries.

2. Export file is blank.

   • Confirm you have at least one row selected or remove overly strict filters.

3. Missing columns in export.

   • Check your user-role permissions under Settings → Roles & Permissions to ensure you can view all expense fields.