Use expenses and income reports | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/use-expenses-and-income-reports
Publisher: Pixie Technologies LLC

How-to guide
Use expenses and income reports

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Compare operational costs and revenue over selected periods.

Audience: Manager; Feature: Expense; Permission-aware; 

Where to goReports (https://pixiecrm.com/help-centre/topic/report) → Expenses (https://pixiecrm.com/help-centre/topic/expense) / Expenses (https://pixiecrm.com/help-centre/topic/expense) vs Income

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Compare operational costs and revenue over selected periods. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Reports (https://pixiecrm.com/help-centre/topic/report) → Expenses (https://pixiecrm.com/help-centre/topic/expense) / Expenses (https://pixiecrm.com/help-centre/topic/expense) vs Income.

- Select the required date range and confirm whether the report (https://pixiecrm.com/help-centre/topic/report) uses creation, due, payment (https://pixiecrm.com/help-centre/topic/payment) or activity dates.

- Apply customer (https://pixiecrm.com/help-centre/topic/customer), status, staff, group, currency (https://pixiecrm.com/help-centre/topic/currency) or other filters needed for a like-for-like result.

- Check totals and drill into the source records when a figure appears unexpected.

- Change grouping or chart options only after confirming the base filters.

- Export or print the result when required, then protect the downloaded file according to company policy.

- Record the filters used so another authorised user can reproduce the result.

Settings to check

CategoryCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Date and amountCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Tax (https://pixiecrm.com/help-centre/topic/tax)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Payment mode (https://pixiecrm.com/help-centre/topic/payment)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Customer (https://pixiecrm.com/help-centre/topic/customer) or projectCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Billable and receipt settingsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Attach evidence where required.

- Mark billable only when the customer (https://pixiecrm.com/help-centre/topic/customer) should be charged.

- Check (https://pixiecrm.com/help-centre/topic/check) currency (https://pixiecrm.com/help-centre/topic/currency) and tax (https://pixiecrm.com/help-centre/topic/tax) before saving.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)expense (https://pixiecrm.com/help-centre/topic/expense)check (https://pixiecrm.com/help-centre/topic/check)report (https://pixiecrm.com/help-centre/topic/report)tax (https://pixiecrm.com/help-centre/topic/tax)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)customers (https://pixiecrm.com/help-centre/topic/customer)leads (https://pixiecrm.com/help-centre/topic/lead)

Related guides

Use timesheet reports (https://pixiecrm.com/help-centre/use-timesheet-reports)Use sales reports (https://pixiecrm.com/help-centre/use-sales-reports)Use lead reports (https://pixiecrm.com/help-centre/use-lead-reports)Use customer reports (https://pixiecrm.com/help-centre/use-customer-reports)Send a survey and manage mailing lists (https://pixiecrm.com/help-centre/send-a-survey-and-manage-mailing-lists)