Use the Expenses, Mileage and Business hours tabs in Overview to review your records and download the selected period. Income is exported separately from the income tab.
Select the period first
- Open Overview and select the required tab.
- Search or filter for the records you need.
- Choose the start and end date for the period.
- Review the visible totals and rows.
- Use that tab's download action.
The download respects the current filter selection. For a quarter, select that quarter before downloading.
Expenses
In Overview → Expenses, the totals show costs excluding VAT, VAT within the selection and the amount including VAT, together with the number of expenses.
Each expense shows its date, supplier, category, description and amount. Open the expense to view or download its attached receipt. The delete action removes the expense from the active records; review the selected row before confirming.
Use Download purchase ledger to export expenses for the selected period. Your bookkeeper can review the purchase amounts and VAT information from that file.
Mileage
In Overview → Mileage, you see separate journeys and journeys from work orders. Entries include the date, departure, destination, business purpose, vehicle, trip type and distance.
The private-vehicle business-mileage summary shows the eligible kilometres and the fiscal amount at the rate for their year. The fiscal calculation is separate from the travel charge billed to a customer.
Choose Download mileage after selecting the period. See Track mileage for the trip sources and single/return choice.
Business hours
In Overview → Business hours, the record combines work-order hours with internal hours such as administration and customer acquisition.
The totals show all registered hours, the hours marked as counting towards the criterion, and progress towards 1,225 hours. Each row includes its date, duration, category, description, criterion setting and source.
Choose Download business hours for the selected period. See Track business hours for recording and eligibility checks.
Search and sort
The search fields correspond to each record type:
- Expenses: supplier, category or description.
- Mileage: departure, destination or purpose.
- Business hours: description or category.
Use date sorting to review the newest or oldest entries. Check the filters before every download so the exported period is the one you intended.
Prepare files for your bookkeeper
For a periodic review, collect:
- The Purchase ledger from Expenses.
- The General ledger from Income; see Manage work orders and invoices.
- The Mileage record for the required period.
- The Business hours record when your bookkeeper needs the hours-criterion evidence.
Work-order information contributes to the relevant income, mileage and hours views. Avoid entering it twice. Keep the original receipts and review flagged VAT entries along with the exports.
Next steps: