You can create expenditure reports to see:
•What a user has purchased
•When it was purchased
•How much it cost
•The project and reference the purchase was allocated to
The reports are based on the information entered by you in the Enter expenditure details popup which appears before a chargeable action. Refer to Enter expenditure details for more details.
Tip The project and reference field labels, and the recharge tick box label in the Enter expenditure details popup are customisable. You are able to change the labelling of the fields and tick box, determine a set format for the data entered in the project field, and display a drop down list in the reference field. For more information and to request customisation please call customer services on: 0844 844 9960 |
You can view this data in different ways. For example, by project or by type of transaction. You can ask for a detailed report or a summary. You can also print the reports and save them as a spreadsheet file, which can be opened by spreadsheet packages such as Excel and imported into many databases.
Standard users can only run reports on their own expenditure. Admin Users can view expenditure for everyone in the organisation.
This is a useful feature for the Admin User who can access these to investigate expenditure they do not understand or are unsure of.
Tip It may be worth considering an organisation-wide standard for entering of project codes and references to ensure they are easily understandable by the Admin User. |
Click the Viewing users' expenditure chapter button in the Help window to see the topics in this chapter