Reports & exports
Reports for finance managers, and for the auditor
See how long payments take from request to paid, where the money goes and what looks unusual. Totals are always per currency, and everything exports.
CSV export in every plan; reports with PDF and Excel on Professional and Enterprise · see plans
What you get
Turnaround
How long requests take from created to paid, so you can see where approvals get stuck.
Trends and breakdowns
Daily and monthly trends, and spend by status, organization, currency and payment type. Top requesters too.
Red flags
Requests that were edited unusually often are listed for a second look.
Currencies kept apart
Each currency has its own totals. Partially approved requests are counted where they belong.
CSV, PDF and Excel
Export any report, or the finance list, for your accounting system or the audit file.
Only your organizations
Reports follow the same access rules as everything else.
How it works
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1
Filter
Pick a period, organization, status or currency.
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2
Read
Summary, trends, turnaround and red flags on one page.
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3
Export
Download the report as CSV, PDF or Excel.
Can I import the export into my accounting package?
Yes, as a CSV file. There is no direct connection to accounting software.
Are rands and dollars ever added together?
No. Every total is per currency.
Can a branch manager see head office numbers?
No, unless they are assigned to head office. Reports only include the user's organizations.
Related features
Approvals & audit trail
Set how many people must approve. Every step is signed in, timestamped and logged.
Organizations & roles
Each user sees only their own organizations. Built-in and custom roles with 24 permissions.
Documents & smart search
Documents sorted and renamed automatically. Search in plain words, English or Afrikaans.
See it with your own payments.
Start a 7-day free trial without a card, or look around a demo company with sample data first.