Expense reports
Report on agent payments, mileage and travel for any period, for yourself or your whole team.
Updated 11 October 2026
Each expense area has a Reports tab:
- Expenses › Agent payments › Reports
- Expenses › Mileage expenses › Reports
- Expenses › Travel & accommodation › Reports
Run a report
- Choose a From and To date, or a quick range: This month, Last month, Last 3 months, This tax year, Last tax year or Last 12 months. There is no 30-day limit.
- Press Run report.
- Use Export CSV to open it in Excel, or Print / PDF to save a copy.
The report shows what was spent, what went on the company card, what has been claimed, what is awaiting approval, what is approved and what has been paid back, followed by every item.
Who sees what
- Team members only ever see their own expenses.
- Owners and admins can report on Everyone or pick one person. The By team member table lets you click into anyone's full history.
- Personal items are never shown to anyone else.
Ask your agent or use the API
Ask your agent "what did the team spend on travel last month?", or use the API and MCP server, which have expense reports too.
Was this helpful?
✓Thanks for your feedback. Sorry it didn't help. Contact support and we'll sort it out.
Related articles
Mileage expensesRecord business mileage automatically from your phone and claim it monthly at HMRC rates.Travel & accommodationKeep hotels, trains, flights, taxis and chauffeurs separate, and claim back what you paid yourself.Spending policyCategories your agent will always refuse, such as gambling, whatever someone’s role or limit.