Britixo CRMBritixo CRM Enterprise Help Centre
How-to guide

Use expenses and income reports

Compare operational costs and revenue over selected periods.

Audience: ManagerFeature: ExpensePermission-aware
Feature pathReports → Expenses / Expenses vs Income
Before you beginThe 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 feature does

Compare operational costs and revenue over selected periods. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Step-by-step workflow

  1. Open Reports → Expenses / Expenses vs Income.
  2. Choose the required date range and confirm whether the report uses creation, due, payment or activity dates.
  3. Apply customer, status, staff, group, currency or other filters needed for a like-for-like result.
  4. Review totals and drill into the source records when a figure appears unexpected.
  5. Change grouping or chart options only after confirming the base filters.
  6. Export or print the result when required, then protect the downloaded file according to company policy.
  7. Record the filters used so another authorised user can reproduce the result.

Important fields and decisions

CategoryConfirm this information is accurate and appropriate for the record.
Date and amountConfirm this information is accurate and appropriate for the record.
TaxConfirm this information is accurate and appropriate for the record.
Payment modeConfirm this information is accurate and appropriate for the record.
Customer or projectConfirm this information is accurate and appropriate for the record.
Billable and receipt settingsConfirm this information is accurate and appropriate for the record.

Checks before completion

  • Attach evidence where required.
  • Mark billable only when the customer should be charged.
  • Check currency and tax before saving.
  • Check whether the result should be visible to a customer contact or only to staff.
  • Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
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