1. Creating expense reports
Using Joiin’s Custom Report feature, you can strip back your P&L reports to create fully customisable expense reports. To do this, go to the custom report page and click new P&L, you will then be taken to the custom report editor.
Now click the three-dot menu next to every report group, except the expenses group, and click edit. Here you will be given the option to ‘hide group’. Once this process is complete you will be left with just your expenses items on your report. Why not try adding a bar chart to this report to see how your expenses vary month on month?
Go one step further: If you are likely to run this report regularly, select the pin icon next to the report in the custom report list to pin to your taskbar for easy access.