Spending report

The Spending tab shows what you spent on deliveries in a period. It adds up your receipts. The direct link is /reports?type=spending.

Owners and Managers can open it on every plan, including Free. On the Free plan, Reports opens on this tab.

Pick the period with the selector: This Week, Today, Last 7 Days, Last 30 Days or Custom. The default is Last 7 Days. This Week starts on Monday. Each day starts and ends at midnight in your restaurant's timezone.

What the report shows

• The tiles show Products Received, the number of products, and Total Spending.
• Daily Spending is a bar chart of receipt totals by the day the delivery arrived.
• Products Received is a table with one row per product. It shows the quantity received in the product's own unit (cases times case size), the average cost per unit, and the total. To sort it, tap the Quantity or Total column header. The largest amount comes first.

The Products Received tile counts products, not deliveries. Three deliveries of ground beef are one product. Daily Spending has a bar for every day in the period, and a day with no delivery shows $0, so a gap in the chart means nothing was received.

When spending jumps, find out whether you bought more or paid more. Compare the product's Quantity with the same period last month. Then open its Product report to see the price on each delivery.

The table does not group rows by supplier or by storage area. To see spending by supplier, use the spend share on the Suppliers page (Standard and up). To export spending to your books by GL account, use the accounting export.

Credits, shorts and returns

A receipt can carry Short, Credit and Return lines. Rinvy stores these lines as negative amounts. In this report they reduce the quantity and the total of the product on the same row. They do not get a row of their own.

A price-only credit has no cases. It still lowers the total. See shorts, credits and returns.

A worked example

On Tuesday you receive 3 cases of ground beef at $45 a case. The case size is 10 lb. On Thursday you return 1 case at the same price. Later the supplier sends a price-only credit of $10 for a late delivery. The ground beef row shows:

• Quantity: 30 lb − 10 lb = 20 lb. The price-only credit adds no pounds.
• Total: $135 − $45 − $10 = $80.
• Avg cost: $80 ÷ 20 lb = $4.00 per lb.

If a return in this period is for a delivery from an earlier period, the row can go below zero. A negative quantity shows an average cost of $0.00, and the negative total lowers Total Spending.

Why is Total Spending different from my invoices?

Total Spending adds up the lines on your receipts. It does not read the Invoice total you type on a receipt. When tax, a delivery fee or a fuel surcharge is on the invoice but not on a line, it is not in this report. The receive form warns you when the lines miss the invoice total by more than $1 or 2%, whichever is greater.

Other causes:

• A record-only receipt does not change stock, but you still paid for it. The report includes it.
• The period uses the date on the receipt, in your restaurant's timezone. A delivery dated Monday counts on Monday, even if you enter it on Wednesday.
• The Food Cost tab counts purchases between the moments of its two counts, not by calendar day. The two tabs can show different totals for the same week.

Keep the paper invoice for your books. IRS Publication 583 lists invoices among the supporting documents that back up the entries in your books. You can attach a photo of it to the receipt under Delivery photo.

Products you make in house

The table leaves out products that you make from a recipe. The Daily Spending chart includes them. If you received a house-made product, for example from a sister kitchen, the chart total can be higher than the table total.

Export

On Standard and Pro, Export CSV saves the table in the order you sorted it. The columns are Product, Storage Area, Unit, Quantity Received, Avg Cost and Total Value. A product name that contains a comma is wrapped in double quotes, the quoting rule in RFC 4180, so it stays in one cell when you open the file in a spreadsheet. The daily chart is not in the file.