Travel and expense invoice reporting can be used for monitoring and comparing the development of travel and expense invoices by product and person. The reporting function can be found in the section Reports > Travel and expense reporting.
The travel and expense invoice report can be used for monitoring and comparing the development of travel and expense invoices by person and product. The report view can be filtered and used for drilling down to invoice row level.
The data for the report is retrieved from travel and expense invoices based on the invoice date. You can opt to review the invoices as euro-denominated, inclusive of value added tax or review the number of products used in the invoice. You can retrieve information about business transactions, other transactions, only travel invoices or only expense invoices or combinations of all of these choices to the report.
In the Time period selection panel, you can choose whether to retrieve data from the current financial period, current year, last 6 months, last 12 months, or a certain date interval. If you want to specify the time interval yourself:
- Enter the start and end dates of the time interval in the Start and End fields. You can also use Calendar-view.
- Confirm your time interval search by clicking the Select period button to activate the selection.
If a financial year has not been set for the period in question, the dates of the Time period search criteria will be highlighted in red. Specify the financial year in Management > Accounting info > Financial years.
In the Product, Product group, Person and Person group selection panels, you can select multiple search criteria by highlighting them with the left mouse button or by clicking on individual search criteria. In the Search field, you can search for specific products/persons by entering the beginning of the product’s/person’s name. The Clear selections button, which looks like an eraser, clears the selections made in the selection panel in question.
The Clear selections button at the bottom left corner of the report clears all selections.
The Travel and expense invoices development graph displays the data for the selected time interval. You can also limit the graph to present data by person or product. The fourth graph option displays the development of travel and expense invoices as a comparison to the previous year.
You can export the table graph into a PDF file by clicking the PDF button. You can review the row information of the invoices for the selected period with the To invoices button. The row information list that appears can be sorted by double-clicking the column headers. With the button at the top left corner, you can export the data of the Travel and expense invoices development and the row information list into an Excel file.
The Travel and expense invoices development reporting table depicts travel and expense invoice data in two different ways. The standard view displays travel and expense invoices by product. By clicking the Order by person button at the top right corner of the table, you can review the same data by person. The data in the table can be exported to Excel with the Excel button at the top right corner.
The report is updated once an hour, if new travel and expense invoices have been created in the environment after the last update. The most recent update time is displayed in the top left corner of the report.