Generate an Expense Report

Overview

The Expense Report provides a detailed breakdown of all expenses associated with a property or specific unit. This report excludes liabilities such as deposits, prepaid rent, and pet deposits, ensuring a clear view of paid expenses.

The report can be filtered by rental owner, property, or unit and is available for both Cash and Accrual accounting methods.

How to Generate an Expense Report

1. Navigate to the Reports Module in ManageCasa.
2. Click on the Expense Report icon.

3. Enter the Rental Owner and/or Property for which you want to generate the report.
4. Select the reporting period or enter a custom date range.
5. Choose the report format:
   • Consolidated – Groups expenses by transaction category.
   • Detailed – Displays each transaction as a separate line item.
6. Click Run Report to generate the statement.

7. Once generated, you can:
   • Download the report as a PDF
   • Export it as an Excel file
   • Share it directly with the Rental Owner via ManageCasa

Why Use the Expense Report?

• Helps track and categorize expenses efficiently.
• Provides clear financial insights for better decision-making.
• Supports accurate financial reporting for rental properties.

Need Help?

If you need further assistance, visit our Help Center for more guides and troubleshooting steps.