- What is Expense Report:
An Expense Report is a report of employee expense transactions. This feature can be used by the company admin with access to the Expenses module. It is a customisable reporting feature that creates expense reports of different types and formats. The downloadable file is in Excel format.
- To generate expense reports:
Head to the left panel. Click Expenses > Reports.
Click the Generate Report tab.
Select your preferred Report Type from the drop down list.
Select your preferred filters (if applicable).
Select a format.
Confirm by clicking Generate Report.
- To download expense reports:
Head to the left panel. Click Expenses > Reports.
Click the Download Report tab.
Confirm by clicking on the previously generated report you want to download.
The report will be downloaded in Excel format.