The Transaction Detail Report Builder views expenditure, with transactions detailed line by line. The report has been rebuilt with a new interactive table, giving you greater flexibility over how you view and manage your expenditure data.
You can now show or hide columns to display only the information relevant to you, and drag and drop columns to reorder them to suit your preferred layout.
A new Department column has been added with full filtering support, allowing you to view expenditure by department alongside your existing filters for accounts, expense categories, expense types, suppliers, and cost centres.
This report is also the first in Voly to include Job ID, giving you direct visibility of project job data within your expenditure reporting.
Just like an Excel spreadsheet, click the arrows to sort your transactions in ascending or descending alphabetical order. Beyond sorting, additional filtering options let you fully customise the report — grouping, filtering, and showing or hiding columns as needed. Once your parameters are set and your transactions are displayed, simply click into any entry to review or edit its details.
This report will show you transactions both in the original amount and your reporting currency of the vessel, giving you full clarity of expenses across these accounts.
To export your data, the zip download is available within the report — this bundles the report spreadsheet together with all supporting receipt files into a single file for easy sharing and record keeping. You can also group your data with per-group totals to summarise expenditure across categories or departments.
Still Have Questions?
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