Reports

Reports shows where the money went over a period you choose. Admins and Accountants can open it. It opens on the last 30 days.

1. Press one of the periods above the report.

2. For any other range, press Custom, set From and To, and press Show period.

Receipts count on the date printed on them. A receipt with no date read counts on the day it arrived.

When the period has receipts in more than one currency, a switch beside the periods shows each currency code. The report shows one currency at a time. SlipInbox never adds different currencies together or converts them.

Four figures sit at the top:

• Total spent: Everything spent in the period, and how that compares with the period before it.
• Receipts: How many receipts the period has. It also says how many have no amount and are left out of the totals.
• Average receipt: The total spent divided by the receipts that have an amount.
• Largest receipt: The biggest single receipt, and its merchant.

Under them are cards:

• Spending over time: Spending by day for short periods, by week for a few months, and by month beyond that.
• By category: Each category’s share of the spending.
• Status: How many receipts are in each status, rejected ones included.
• Top merchants: The merchants you spent most with.
• Top locations: Spending by a merchant’s branches, when there is more than one.
• By contact: Spending by the contact who forwarded each receipt, when there is more than one.
• Day of the week: Which days of the week the spending lands on.

Press any line in a card, such as a category or a merchant, to narrow the whole report to it. Each narrowing shows as a chip above the report, such as Category or Merchant. Remove a chip to widen the report again.

When nothing matches, the report offers Clear filters. When the period itself is empty, it offers Show this year.

The dashboard’s top categories and merchants open this page for the current month. See The dashboard and Merchants and their branches.