If you have a Reporting Role and no other role you will only have access to the Reporting Tab. 

Reporting Options

There are three options available;

  1. Overview 

  2. All Expenses 

  3. Statistics



NOTE: As a default, all the reporting tabs will give you the last 90 days - this will overwrite if the user chooses to filter the date range. Also, every tab has the same filtering search options, and there is the option of more filters; which you can then filter by minimum dollar amount.


Overview

This tab is a quick overview and has the number of expenses and total - just like all tabs you can filter to whatever you require.

All Expenses

This tab will show you all expenses including expenses that have been declined or awaiting approval.

All Transactions

This shows you the transactional data - reconciled and not reconciled data.

Statistics

If you are wanting a more in-depth look into the data that has been collated by your company you can go into the Statistics Section where you can find the following:

  • Total number of expenses claims

  • Number of expenses claims using RIPA scanners

  • Number of expenses claims manually uploaded from a receipt photo, pdf, etc

  • Number of expenses claims approved

  • Average time from claim entry to approval

  • Maximum time from claim entry to approval

  • Minimum time from claim entry to approval

  • Average time to enter a claim after purchase