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    Expense type analysis report

    To analyze expense balances per employee per calendar year for tax and audit purposes, or to provide detailed data per employee when an employee inquires about expense details, you can run, and then view the Expense Type Analysis report. For example, you can run the report to view the mileage per employee per calendar year.

    The following list describes some characteristics of the report:

    • Includes expense lines for unassigned expenses and purchase request lines.

    • Displays a summary per specific period that is filtered by expense date or posting date.

    • Summarized by expense type or vendor.

    • Displays details for the summary information.

    To run the Expense Type Analysis report

    1. Choose Lightbulb that opens the Tell Me feature., enter expense type analysis, and then choose the related link.

      The Expense Type Analysis page opens.

    2. Specify values for fields as required.

    3. To view the report, choose Send to, Print, or Preview.

    Related information

    Expense claims
    Set up requisition management

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    All Rights Reserved | Sparkrock © 2025