Review the Expense Summary Report Head-Wise

How to Review the Expense Summary Report Head-Wise in Muhasib ERP
Overview
This guide will help you compare expense totals by head and sub-head and trace material values to detailed expenses.
You get a classified expense view for budgeting and accounting review.
Who can do this
You need access to Expense Summary Report Head-Wise and relevant expense visibility.
Before you start
Define company, period, locations, head hierarchy, expense/payment date basis, tax treatment, and expected total.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Expenses & Vouchers → Reports → Expense Summary Report Head-Wise.
Review the Expense Summary Report Head-Wise
Step 1: Set company/date/location/head filters
Step 2: Generate the report
Step 3: Review parent and sub-head totals
Step 4: Confirm whether tax and unpaid expenses are included
Step 5: Drill or compare material heads with Expense Report
Step 6: Reconcile grand total to expense accounts
Check your work
Each head total equals non-overlapping detailed expense rows under the same hierarchy and filters.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Confirm parent-head roll-up does not double-count shown sub-heads.
Check historical head mapping after master changes.
Related guides
Review the Expense Report
Create an Expense Type or Head
Create a Sub-Expense Type
What to do next
Review the Expense Report.