Expense Analysis

This video covers the reporting and analytical tools used by managers to monitor company spending habits.

• Pivot View Reporting: The video guides you to Reporting > Expenses Analysis, showing how to create a spreadsheet-like view of total spending by employee or category.
• Visualizing Trends: The video demonstrates switching to Graphical views (Bar, Pie, or Line charts) to see which months had the highest spending.
• Custom Filtering: The video shows how to filter data by “Approved,” “Paid,” or “Refused” status to track the volume of pending reimbursements.
• Drill-Down Capability: By clicking on a segment of a chart, the video shows how you can see the specific individual expense records that make up that total.
• Budget Comparison: The summary highlights how this analysis helps managers compare actual employee spending against the company’s annual budget.