Add expense report documents (under Expenses and/or the Documents vault) that can be created, saved, and downloaded as PDF.
- On demand over a date range with filters (category, deductible, client/project).
- Auto-generated monthly / quarterly / annually (whatever's standard good practice).
- Content: header + business branding (like the other PDFs), grouped totals (total, deductible, by category), and the line items for the range.
- Save into the Documents vault so reports are re-downloadable.
Add expense report documents (under Expenses and/or the Documents vault) that can be created, saved, and downloaded as PDF.