# Purchase Expense Report

Summarizes additional costs recorded on purchases—freight, handling, insurance, and similar charges—split into non-taxable, taxable, tax, and total by expense type.

On this page

Overview Use Cases Filters Columns Actions FAQ

Overview

Go to Purchase → Reports → Purchase Expense Report. Report title in ERP: Purchase Expense Report

What it shows. One row per expense type with NonTaxable, Taxable, Tax, and Total amounts for purchase-related charges in the period.

When to use it. Use to understand true landed cost beyond item lines, verify tax on ancillary purchase charges, and support cost allocation.

Screenshot pending — Purchase Expense Report view.

Use Cases

Cost accountant — How much freight and handling was capitalized on purchases this quarter? Run monthly for landed-cost analysis.
Finance controller — Are taxable and non-taxable purchase expenses recorded correctly? Run before VAT/GST reconciliation.
Procurement — Which expense types (freight, insurance, clearance) dominate our purchase overheads? Run when negotiating supplier delivery terms.
Auditor — Do purchase expense totals tie to purchase invoices and expense accounts? Run during procurement cost audits.

Filters

Date, Employee. Advanced Filter: Expense Type, Supplier, Branch, Center, Project.

Columns

| **Column** | **Description** | |------------|-----------------| | Expense Type | Type of purchase-related charge (e.g. Freight, Handling, Insurance). | | NonTaxable | Expense amount not subject to tax. | | Taxable | Expense amount subject to tax. | | Tax | Tax calculated on taxable expenses. | | Total | Combined total for the expense type. |

Actions

Generate — run the report for the selected filters
Export — export to Excel
Print — print the report
Advanced Filter — open additional filter fields
clear — reset active advanced filters

FAQ

Where are purchase expenses entered?
On Purchase → Purchase Expense as standalone documents, often linked to purchase invoices, orders, or receipt notes — not on regular invoice item lines.

Is this the same as Accounts Expense Report?
No. Expense Report in Accounts covers all expense accounts. This report focuses on charges tied to purchase transactions.

Why is a row missing for an expense type?
Only expense types with amount greater than zero in the period appear.

Can I filter one expense type only?
Yes. Set Expense Type in Advanced Filter before generating.

Which purchase expense statuses are included?
Approved and Closed purchase expenses in the period.

Why is my report empty?
No purchase expenses match the date range, expense type, pay mode, or branch filters.

Does To Inventory vs To Expense appear separately?
Amounts are grouped by expense type. Cost type detail is on each Purchase Expense document.