How to Enter Expenses and Download Reports

To watch a how-to video on entering expenses, click here.

To watch a how-to video on downloading expense reports, click here.

Follow the below steps to learn how to add expenses and download an expense report for your program.

1. In your Wonderschool dashboard, click on the Payments header.
2. Click on the subheader titled Expenses.
3. Click the blue Add Expense button to add a new entry.
4. In the pop up window, enter the following information:
• Purchase Date
• Expense Type (select category from menu)
• Merchant (type answer)
• Amount
• Notes (any description you choose)
5. When done, scroll down and click the blue Save button.
6. You will see your new expense listed. You can click into an expense to edit the information or choose to delete it if needed by clicking delete. 

Downloading an Expense Report

1. In your Wonderschool dashboard, click on the Analytics header.
2. Scroll down to the Exportable Reports.
3. Hover over the All Expenses or Monthly Expense Rollups chart and click the three lines in the corner of the chart.
4. Select Download data to download the report.

If you need any support with the above steps, email us! Reach out to our support team at [e-mail] any time you need assistance.