{"id":2901,"date":"2021-01-07T13:33:34","date_gmt":"2021-01-07T13:33:34","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=2894"},"modified":"2024-07-01T11:38:30","modified_gmt":"2024-07-01T11:38:30","slug":"sage-intacct-expense-ledger-report","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/","title":{"rendered":"Sage Intacct Expense Ledger Report"},"content":{"rendered":"\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\" target=\"_blank\">Sage Intacct<\/a> Expense ledger report shows current account balances for each employee in the Organization. Also, we can use this report to see if the balance in the Expense Ledger agrees with that in the General Ledger and to see which employees have balances greater than zero. Using this report we can filter the list by employee, location, department and&nbsp;payment summary. To get the data you want just fill in the desired fields, and click&nbsp;<strong>View<\/strong>&nbsp;to see the report.&nbsp;If after viewing the results you want to refine the report further, click&nbsp;<strong>Customize<\/strong>&nbsp;to return to the report setup page.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report.png\" alt=\"Expense Ledger Report\"><\/a><\/p>\n\n\n<ul class=\"wp-block-list\"><li>To access this report Go to Time &amp; Expense &gt; Click on All &gt; Click on Expense Ledger. <a rel=\"noopener noreferrer\" style=\"font-size: inherit;\" href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Navigate-to-Expense-Ledger.png\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border-width: 1px; border-style: solid; border-color: rgb(169, 169, 169); padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Navigate-to-Expense-Ledger.png\" alt=\"Navigate to Expense Ledger\"><\/a><br> <a rel=\"noopener noreferrer\" style=\"font-size: inherit;\" href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report-filters.png\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border-width: 1px; border-style: solid; border-color: rgb(169, 169, 169); padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report-filters.png\" alt=\"Expense Ledger Report filters\"><\/a><\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Set Time period, Select reporting period using drop down to get the data you want. If you don&#8217;t specify a reporting period, the system generates a report for the current month to date.<\/li><li>Set the filters to get the specific data you want. Filters enable you to include or exclude specific types of data in the report, such as&nbsp;vendor&nbsp;and location.&nbsp; As a general rule, to get fewer and more precise results in your report, set more filters.<br><p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report-filters1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report-filters1.png\" alt=\"Expense Ledger Report filters\"><\/a><\/p><\/li><li>Select Format. You can set the layout of the report and\/or arrange how to group and display the data contained in the report.<\/li><li>Enter a title, subtitle, and footer text for your report.<\/li><li>You can View, process, memorize, export, or customize the report or add it to the dashboard by using button given in right corner of the screen.<\/li><\/ul>\n\n\n\n<p>We can click an employee name to drill down to the Employee Information page. This report is helpful for see which employees owe money.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>Sage Intacct Expense ledger report shows current account balances for each employee in the Organization. Also, we can use this report to see if the balance in the Expense Ledger agrees with that in the General Ledger and to see which employees have balances greater than zero. Using this report we can filter the list\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[330,280,331,332,34,333],"class_list":["post-2901","post","type-post","status-publish","format-standard","hentry","category-sage-intacct","tag-employees","tag-expenses","tag-ledger","tag-ledger-report","tag-sage-intacct","tag-time-and-expenses"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Report on Expense Ledger for Sage Intacct<\/title>\n<meta name=\"description\" content=\"Find out more about the expense ledger report for Sage Intacct.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Report on Expense Ledger for Sage Intacct\" \/>\n<meta property=\"og:description\" content=\"Find out more about the expense ledger report for Sage Intacct.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage Intacct \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2021-01-07T13:33:34+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-01T11:38:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report.png\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/\",\"name\":\"Report on Expense Ledger for Sage Intacct\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report.png\",\"datePublished\":\"2021-01-07T13:33:34+00:00\",\"dateModified\":\"2024-07-01T11:38:30+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/e108e7d0e2204e7a4b30748b516741c8\"},\"description\":\"Find out more about the expense ledger report for Sage Intacct.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report.png\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Sage Intacct Expense Ledger Report\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/\",\"name\":\"Sage Intacct \u2013 Tips, Tricks and Components\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/e108e7d0e2204e7a4b30748b516741c8\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/author\/sageintacct\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Report on Expense Ledger for Sage Intacct","description":"Find out more about the expense ledger report for Sage Intacct.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/","og_locale":"en_US","og_type":"article","og_title":"Report on Expense Ledger for Sage Intacct","og_description":"Find out more about the expense ledger report for Sage Intacct.","og_url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/","og_site_name":"Sage Intacct \u2013 Tips, Tricks and Components","article_published_time":"2021-01-07T13:33:34+00:00","article_modified_time":"2024-07-01T11:38:30+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report.png","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/","url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/","name":"Report on Expense Ledger for Sage Intacct","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report.png","datePublished":"2021-01-07T13:33:34+00:00","dateModified":"2024-07-01T11:38:30+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/e108e7d0e2204e7a4b30748b516741c8"},"description":"Find out more about the expense ledger report for Sage Intacct.","breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report.png","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2021\/01\/Expense-Ledger-Report.png"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/01\/07\/sage-intacct-expense-ledger-report\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/"},{"@type":"ListItem","position":2,"name":"Sage Intacct Expense Ledger Report"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/","name":"Sage Intacct \u2013 Tips, Tricks and Components","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/e108e7d0e2204e7a4b30748b516741c8","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/author\/sageintacct\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/2901","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/comments?post=2901"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/2901\/revisions"}],"predecessor-version":[{"id":6303,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/2901\/revisions\/6303"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/media?parent=2901"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/categories?post=2901"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/tags?post=2901"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}