Client Reporting Portal
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Receipt Copies
This is your working copy view. Switch between image and list view below. Editing tools and exports will be added here in the full app.
Expense Reports
Note: To change any receipt categories, please use “View Receipt Copies.” You can view or download reports here.
Expense Report
Header
Report Period:
October 2025
Company Name:
Sample Company LLC
Total Expenses by Category
| Category | Total |
|---|---|
| No categorized expenses for this period yet. | |
Detailed Expense List
| Date | Vendor | Category | Amount |
|---|---|---|---|
| No detailed expenses for this period yet. | |||
Personal or Deleted (Duplicates)
| Date | Vendor | Category | Amount | Status |
|---|---|---|---|---|
| No personal or duplicate entries for this period. | ||||
Layout matches your spec: header, category totals, detailed list, and personal/duplicate section.
Your Profile
Account info
Reminder schedule
Current: —
Onboarding responses
Onboarding responses are read-only for now.
Edit Selected Receipts
Unsaved changes are tracked per receipt.
Report Options
Period
Export CSV
Period
Batch Expense Image Download
Choose the period for your receipt image ZIP file.
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