If you use our expense area then you will probably want to run reports on the expenses for your company. You can easily do this in Breathe as the expense reports cover information on what stage the expense is at and who approved/paid the expense.
What each report displays
Expense Claims Report - A report filtered by the date the claim was submitted
Expenses Report - A report of the expenses themselves and the date they took place. (not necessarily when they were submitted)
Expense claims Report
This report will cover all bases of claims from Submitted and Approved through to Rejected. If you click on the grey arrow you will be able go ahead and change the status of the claim and complete if needed.
These expenses are coded with an S,A,R or a C
S = Submitted
A = Approved
R = Rejected
C = Completed
Expenses Report
This report goes into more detail about each expense and filters by the date the claim took place.
Can I download the reports?
Yes you can! Where ever you see the Blue Icon in the top right of the screen as highlighted shown below. This will also relate to the filter to!
Frequently asked questions
I'm running both reports and they do not match when I add the same date?
This is because each report shows different information.
Expense Claims Report - A report filtered by the date the claim was submitted
Expenses Report - A report of the expenses themselves and the date they took place.