Here’s a quick and easy guide on how to download an Excel file of submitted reimbursable fund requests for your company using Rindegastos’ web platform.
WHAT IS GLOBAL COMPANY AND WHAT IS IT FOR?
The Global Company feature gives your company an overview of all Expense Reports that are in-progress or closed, and fund requests that are in-progress or approved. Additionally, this feature allows you to assign custom statuses to Expense Reports in bulk, such as 'pending payment,' 'paid,' 'accounted for,' and others.
You can also track the history of each Report or request by applying various search filters (report name, reference number, expense policy, submitter, submission date, currency). Once filtered, you can download an Excel file with the Reports or requests you’ve filtered.
HOW TO DOWNLOAD SUBMITTED FUND REQUESTS FROM THE GLOBAL COMPANY SECTION?
Downloading fund requests from the Global Company feature is very simple, just follow these steps:
From the “Administrator” menu, select “Global Company”.
Click on the “Fund Requests” tab, where you’ll find requests listed from most recent to oldest.
At the top, apply filters (status, submission date, and currency) to search for specific fund requests.
In the top-right corner, click the “Export Requests” button to download the requests as an Excel file.
That’s it! It’s that easy to download submitted fund requests in Excel format.
🧐 Note: To access this section, the user must have the Global Company permission in addition to the Approver role.