How are Expenses reflected in reporting?
Users with the Administrator or Auditor role have access to a reporting
An Organisation's Administrator/Auditor can set up new
reports to suit their needs.
This is how you create such a report:
- On the Reports page, start creating a new report by clicking on the NEW REPORT button:
- In the first screen, select Expense and click on
- In the next screen, specify the filters and click on NEXT:
- In the following screen, you can select the columns you want
to be visible:
When ready, click on NEXT.
- In the final screen, name your report and click on CREATE:
- You'll now see all Expenses according to the filters you've set via the second screen:
Such reports can be scheduled, printed or downloaded as a CSV file.
Does ApprovalMax support Xero Expenses?
We currently do not support Xero Expenses as Xero has not released an API yet. However, setting up suppliers for employees works perfectly in this respect. The option of Xero Bill creation in ApprovalMax should provide a rather good flow for employee ...
Where can I find the reporting function?
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports" section: There are default reports already available, which can be adjusted if required: Bills pending approval ...
Can I download multiple audit reports in a single archive?
Yes, multiple audit reports can be downloaded as an archive with a single click. This facilitates the preparation of the document package for bulk payment approvals. This is how you download multiple audit reports in a single archive: Go to the main ...
Can I pull Expenses from QuickBooks Online to ApprovalMax?
Yes, ApprovalMax supports pulling of existing Expenses from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax. Besides, you can create your Expense requests directly in ApprovalMax or pull them from Dext, run ...
How are Vendors reflected in reporting?
Users with the Administrator and Auditor role have access to a reporting tool. An Organisation's Administrator can set up new reports to suit their needs. This is how you create such a report: On the Reports page, start creating a new report by ...