Expense Reports for Owners and Accounts Teams

These reports read the claims, advances and batches already recorded. They show spend by head, by customer and by branch, and they list what is pending or unsettled.

Share your requirements

Spend read from the claim record

Every report is built from entries made when the money was spent. Because the head, branch and customer are chosen on the claim, no one has to sort a month of receipts afterwards, and owners and accounts read the same figures. What a report shows depends on who is signed in to read it.

The reports

Spend by head and month

Each head is set beside the month before, so a rising head is seen early.

Claims pending

Claims waiting beyond the days you allow, listed by person and by approver.

Advances

Advances given, adjusted and still outstanding, by person.

GST captured

GST recorded from the bills, listed for your CA to review.

Expenses by cause

Expenses by customer, site, project or vehicle, so the cost of serving one customer becomes visible.

Reimbursements paid

Payments with the date, mode and reference kept against each claim.

Spend by branch

Spend for each branch, with the approver on each entry.

Who acts on them

Accounts works from pending claims, outstanding advances and the GST list. Reporting managers work from claims waiting on them. Owners read spend by head, by site and by branch, and what the quarter’s travel cost. Your CA reads the GST list before deciding what is eligible for credit.

What the figures reflect

A report reflects what has been recorded. A claim that is not yet filed, or a bill that is not yet entered, will not appear in it. What is eligible as input tax credit is your CA’s decision and not a figure the system gives. Reports beyond this list are scoped with you.

FAQ

Frequently asked questions

Can spend be read for one customer?

Yes. Each expense is tagged to a customer, site, project, vehicle or branch, so spend can be read by any of them.

Does the GST report decide what we can claim?

No. It lists the GSTIN, invoice number and tax from each bill. What is eligible is for your CA to decide.

Can reports go to Excel?

Excel and CSV are among the formats the system connects to, and the reports available for export are agreed with you at set-up.

Are the figures live?

They read the claims as recorded, so they change as claims are filed, approved and paid.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.