- Approval of Aging Report
The Approval Aging report will display the number of days it took you to approve expense reports for your submitters.
- Approval Analysis
The Approval Analysis report will display key dates of the approval process along with the duration for each step.
- Billable Source Report
The Billable Source report will list the expense details for your billable sources.
- Category Analysis
The Category Analysis report offers a convenient breakdown by category of all expenses.
- Category Summary by User
The Category Summary by User will group the categories of expenses by users.
- Cost Per Unit Report
The Cost Per Unit report will list the categories of expenses per single unit of the expenditure.
- Credit Card Payment Analysis
The Credit Card Payment Analysis report is a great way to view who owes what for the credit card. Whether the user or company.
- Credit Card Reconciliation
For your Credit Card Reconciliation report give you an overview of the transaction expenses’ status, along with the expense value.
- Currency Analysis
The Currency Analysis helps you identify the value, amount of transactions, and average exchange rate of the currencies used within your organization.
- Duplicated Expense Audit
You can review any duplicate expenses by the vendor through the Duplicated Expense Audit.
- Expense Analysis
To review the expenses from Expense Reports, use the Expense Analysis report.
- Payment Type Analysis
The Payment Type Analysis report allows you to view the value of each payment type along with the number of transactions for each available type.
- Pending Manager’s Approval
To review the aging of Expense Reports approvals, use the Pending Manager’s Approval report for more details.
- Project Cost Analysis
To view expense categories grouped by projects, use the Project Cost Analysis report.
- Receipt Submission Analysis
The Receipt Submission Analysis gives you an overview of the number of receipts attached to the expenses reported by users versus the expenses themselves.
- Report Analysis
To view the Expense Reports by the user and their values, go to the Report Analysis report option.
- Report Analysis (with tracking number)
To view the Expense Reports by the user and their values, go to the Report the Analysis (with tracking number) report option. This report will also include the tracking numbers of users' Expense Reports.
- Tax Detail Analysis (user currency)
The Tax Detail Analysis lets you review the Tax amounts for the expense categories.
- Tax Reclamation Analysis
Through the Tax Reclamation Analysis report, you can view the rates of your applicable taxes along with their current values based on the submitted Expense Reports.
- Tax Analysis
Through the Tax Analysis report, you can view the rates of your applicable taxes along with their current values based on the submitted Expense Reports.
- Unexpensed Transaction
The Unexpenses Transaction report lets you see the transactions that came through the data feed but still needed to be expensed/submitted as part of an Expense Report.
- User Detail Analysis
The User Detail Analysis allows you to review the expenses' start and end dates, along with their values.
- User Settlement
The User Settlement report will display what is owed to the company or what is owed to the employee.
- User Settlement (reconciled)
The User Settlement report will display what is owed to the company or what is owed to the employee.
The records will show for the reconciled Expense Reports
- User Settlement (unreconciled)
The User Settlement report will display what is owed to the company or what is owed to the employee. The records will show the unreconciled Expense Reports.
- User Summary by Expense
The User Summary by Expense provides a clear picture of average spending per user based on the Expenses count.
- User Summary by Report
The User Summary by Expense provides a clear picture of average spending per user based on the Reports count.
- User/Department Analysis
The User/Department Analysis report will display the department details for your users.
- User/Group Analysis
The User/Group Analysis report will list all users by user group.
- User's with Authoring
The User’s with Authoring report will provide details on the authors assigned to users.
- Vendor Analysis
The Vendor Analysis report will help you assess the spending value per vendor.
- Xporter Control
The Xporter Control report allows you to view the value of each exported file, which comes in handy when you want to verify the accuracy of the data being imported.