The expense report
How many have reported their wellness allowances, or who keeps having lunch with customers all the time?
Find out with the report below!
How does the expense report work?
There are several ways to follow up the expenses that the companyâs users submit. There is a search function among the journals under the heading Expenses in the left-hand column in Kleer, but there is also a report in addition to this. In the Expense report you can follow up how much has been reported in receipts per expense type. Sort the report on the settings below to get the information you are looking for.
Set up the report correctly and get the information you are looking for!
1. Period
Fill in the dates you are interested in.
2. User
If you are looking for a specific userâs expenses, select the individual person in the User box.
3. Expense type
If you want to look at a single expense type, you can select it in the report. You may for example want to see how much the employees have reported in wellness allowance, and are therefore only interested in seeing one type of expense.
4. Payment method
Set whether you are looking for private receipts or purchases made on the company card.
5. Group by
If you select expense type in this view, all expenses reported in the selected period are shown in the left-hand column of the report. If you instead choose to group by user, all users who have reported receipts according to the selected settings are shown in the column instead.
6. Show per
If you select expense date, the report includes the expenses that were made in the period. This is controlled by the date on the receipt you submitted. If you instead select authorisation date, the expenses that were authorised in the period are shown.
Example
Let us say you bought a train ticket in August that you report in December. If you sort the report by expense date, the receipt will be shown in August if you filled in the date correctly when submitting. If you select authorisation date, the expense is shown when it is authorised in December. When the expense is booked can differ depending on your settings in Kleer. It is possible to accrue the receipt to any period you like. If no period is selected but the expense was made in a locked period, it is booked in the first open period.
Who can see the expense report?
Finance managers
Finance manager is the role for the person who should be able to see everything in Kleer, often the CFO, the CEO or a finance administrator. That permission includes this report too.
Full read access
Your auditor, potential investors and board members. There can be people around your company who should be able to see all the accounting and all the information, but not be able to do anything administrative in the system. They see all parts of the system, and therefore this report too.
Expense administrators
Users with the permission âAdminister all expensesâ can see the expense report.