Expenses analysis

It is important for companies to track expenses so they have an understanding of their expenses and can identify trends. Expense reporting allows for detailed information, such as which expense categories are reimbursed the most, which employees incur the most expenses, and if there are any periods of time that tend to incur more expenses than others.

View expense analysis report

To view the default Expenses Analysis report, navigate to Expenses app ‣ Reporting ‣ Expenses Analysis. The Expenses Analysis report displays all expenses for the current year, in a stacked bar chart, grouped by month.

View expenses by employee

It is possible to view the data so that the total cost of expenses by employee is visible. To view the report in this way, navigate to Expenses app ‣ Reporting ‣ Expenses Analysis. Next, click the (Pivot) icon to view the data in a pivot table.

This presents the data with the employees populating the rows, and the total monthly expenses populate the columns. Next, click Total at the top of the monthly columns to hide the individual monthly totals, and present only the total amount for the year.

To present the data in either ascending or descending total, click the Total In Currency box, and the information is organized first in ascending order, starting with the smallest amount. Click Total In Currency again to reverse the order, and present the highest amount first.

Example

In this example it can be determined that Mike Smith has the highest amount of expenses, totaling 4,216.44. This is almost seven times higher than Ronnie Hart, who has the second highest expenses, with a total of 644.74.

View expenses by category

It is possible to view the data so that the total cost of expenses by category is visible. To view the report in this way, navigate to Expenses app ‣ Reporting ‣ Expenses Analysis. Next, click the (Pivot) icon to view the data in a pivot table.

This presents the data with the employees populating the rows, and the total monthly expenses populate the columns. Next, click Total at the top of the employees column. Click Total that appears in place of Total, revealing a drop-down menu of options. Click Category, and the expense categories now populate the rows.

Next, click Total at the top of the months column to hide the individual months, and only show the annual total for each category.

To present the data in either ascending or descending total, click the Total In Currency box, and the information is organized first in ascending order, starting with the smallest amount. Click Total In Currency again to reverse the order, and present the highest amount first.

Example

In this example, it can be determined that the company spent the most on travel expenses, with the expense category [TRANS & ACC] Travel & Accommodation incurring 2,940.00 of expenses for the year. The company reimbursed mileage the least, with only 229.69 in [MIL] Mileage expenses.