Reports Automation

The Automation Manager in ExpensePoint is a useful tool designed to streamline accounting integrations and reporting processes. It enables users to create custom CSV reports tailored to their specific needs.

Custom Report Creation

Users can build reports by selecting the columns they want to include, such as name, GL Code, date, project, and more. The reports generated focus exclusively on accounting-approved expenses, meaning that only submitted and approved data is included, and unsubmitted or pending expenses are excluded.

Scheduling and Delivery

One of the key strengths of report automation is the ability to schedule reports. Users can set reports to run automatically at chosen dates and times, ensuring timely access to essential financial data without manual intervention.

Reports created through the Automation Manager are compatible with various financial or accounting systems, facilitating seamless integration with existing workflows. Delivery options are flexible and secure, including Secure File Transfer Protocol (SFTP), email, or direct download, allowing organizations to receive reports in the format and method that best suits their needs.

Benefits

• Customized report generation tailored to user-defined criteria.

• Focus on accounting-approved expenses for accurate financial tracking.

• Automated scheduling for consistent and timely reporting.

• Multiple secure delivery options, enhancing accessibility and data security.

• Compatibility with other financial and accounting systems for easy integration.

To learn more about the Automation Manager feature, please refer to this article.