Reports are not assembled at month end.
An expense enters the numbers the moment it is recorded. See the breakdown by team, project and category without waiting, and open any figure onto the records behind it.
- Lodging$482,400.00
- Fuel$396,180.00
- Software subscriptions$310,720.00
- Entertainment$178,940.00
- Other$114,400.00
Every figure opens onto its records.
A total is made of individual records, and the report opens onto them. Category to expense, expense to receipt and approval history — all from the same screen. Verifying a number does not require emailing anyone.
Same data, three different questions.
By team
Which team spends what, and where they sit against budget. A manager sees their own team, finance sees all of them.
By project and client
In agencies and consultancies this is the real question: which job does the spend belong to. Cost centre and project tags carry straight into the report.
By category
The classic cuts — total software subscriptions, the trend in meal spend. Fed from the same place as the accounting code.
A figure is read from wherever it came from.
Reports are not a summary kept somewhere else; they are computed from the records themselves. So the report and the amount exported to accounting never drift apart, and nobody has to refresh a report when a figure changes.
- Records
- 1,482 expenses
- Sources
- receipt · invoice · statement
- Freshness
- live
- Exported
- the same amount
A report knows who may see what.
Permissions carry into reports
A manager sees their own team; not everyone sees every figure. Reports are not a separate permission layer — they inherit the one on the record.
Views are recorded
Who opened which report, and when, is written to the audit trail. It is one of the questions an enterprise audit asks.
Exports give the same number
The table on screen and the downloaded file come from the same computation. There is no way to end up with two different totals.
You can combine the dimensions — team, project, category, cost centre, period — into your own saved view. For deeper analysis, export the data and work in your own tool.
Close this month a week early.
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