Expense Claim reports allow you to analyse submitted expense claims alongside your other ApprovalMax requests using the same reporting tools.
You can filter, sort and export Expense Claim data, including employee, expense type, bank account, workflow status, amounts, and approval information.
Please note: Reports are only available to users with the Administrator or Auditor role.
To create an Expense Claim Request Report
On the Request Reports page, click on the +NEW REPORT button.
Under Xero Workflows, select Expense Claim, and click Next.
Configure any required filters and click Next.
In addition to the standard Request Report filters, Expense Claim reports include:
Filter | Description |
Employee | Filter by the employee who submitted the expense. |
Expense type | Filter by Out of pocket or Corporate card expenses. |
Bank account | Filter by the reimbursement bank account for Out of pocket expenses. |
Select the columns you want to include and click Next. Some columns, such as Employee and Expense type, are selected by default, but you can add or remove columns as needed.
Enter a report name and click Create.
Once created, you can update the report settings at any time by clicking Report setup, export the report by clicking the Download icon, or schedule it for automatic delivery by clicking on the Clock icon.
