Where I can find a reporting function? (Stand-alone)
Important note: Reports are only available for users with Administrator or Auditor role assigned.
Learn more, how you can assign a new role to a user here.
Please note: For organisations not connected to an accounting system (Xero or QuickBooks Online), line item reports are not available as standalone requests do not have line items.
Related Articles
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 ...
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: You can use Line item reports or high-level reports. There are default reports already available, which ...
Getting started guide for stand-alone workflows
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...
Report scheduler (Stand-alone)
It is now possible to schedule the sending of reports. This is how it works: In the main menu, select your Organisation and go to the Reporting section. Open report and click on the clock icon: Add a rule name, type in the email address of users you ...
How can I specify instructions for Requesters? (Stand-alone)
An Organisation's Administrator can provide a message that will be shown to Requesters during request creation. This is how instructions for Stand-alone Requesters can be set up: In the main menu (in the left upper corner) select your Organisation ...