Xpenditure Tutorials - Reporting expenses

Rydoo

Business travel booking & expenses management platform

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Xpenditure Tutorials - Reporting expenses

Video Transcript

Speakers in this video: Jimmy (GetApp) and Bram (Rydoo)

Bram: Once expenses have been controlled they are ready to be reported and this is where the power of the CFO comes in. So people with the level of CFO in expenditure they will have an overview of the dashboards of the company expenses. You can have it on a yearly basis, quarterly, monthly, that is something you can choose and the reports are always in real time. So with some nice graphs you’ll have an overview per month, per payment methods, per category of what’s going on in regards to expenses in your company.

You’ll also be able to create the necessary report. In expenditure you can create two types of reports, you can create a standard report and an accounting report. Now the standard reports you can see them as report you would like to do and analyze its own expenses. Certain departments linked to certain projects, to compare your expenses [inaudible 01:18] individual users, for example. So via all these parameters you can just select any kind of values you would like to, even summarize your reports and create reports again in the formats that you would like to have. PDF, XML, CSV or Excel. And all the reports you create stay available in your accounts, so you can have a look at historical reports if necessary. So for example you can select date range—say from the 1st of February to the 10th for example. Apply.

You can select it per user if you want to, per payment methods, per branch, linked to a certain project, linked to a certain role ... and just run an expense report.

You can create as many reports as you want to in expenditure... the accounting reports, the accounting report is a smart report that way you don’t have to choose end dates for the reports you can do it per branch as well, and say I’m going to run an accounting report. The accounting report will contain all the approved expenses up to your chosen end date. So you will receive an overview of all those expenses. And you can then export your reports into your designated file. And that report will have an overview of all individual reimbursement reports per employee, all in one smart report. So that you perfectly know what you need to reimburse to which employee. Again with all the necessary information you need for your accounting purposes.