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How to make an Expense Management Report in Spoonbill PMS.

< 1 min read

 

  • Click on the Reports icon.

 

 

  • Once the dropdown menu appears, click on Expense Management.

 

 

  • At the top, you see:

    • Total Earnings – all revenue collected.

    • Total Expenses – total amount spent.

    • Balance – the difference between earnings and expenses.

    Below, you can use filters to quickly find specific expenses:

    • Description – search by expense details (e.g., “Laundry Service”).

    • Invoice Number – enter the exact invoice number to locate it.

    • Category – filter by type (e.g., Utilities, Maintenance, Supplies).

    • Payment Method – choose how the expense was paid (e.g., Cash, Card, Bank Transfer).

    • Date Range – narrow results by expense date (e.g., from 24/08/2025 to 24/09/2025).

    • Partner – select the supplier or partner linked to the expense.

 

  • Once you use specify the filters, click on the Filter button.

 

 

  • You can also export the list by clicking on Export to Excel.

 

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