There are 5 default reports which may be adjusted if needed :
- Bills pending approval
- Purchase Orders pending approval
- Bills approved this month
- Purchase Orders approved this month
- Potential Fraud detected
When you create a new report, first give it a name by completing the ‘Report name’ field. Next, you’ll have the option of choosing and applying filters to your report.
The following options are available:
- Rename report
- Export to CSV file
- Print report
- Remove report
- Edit report filters
- Sort information in the column
- Move columns
- Download audit reports archive for all requests
- Create accrual report for Xero
To move columns, just use drag and drop.
To sort the information in a column, click on the button
To apply all changes to the report, save them.
See our last video here.