Allowance & Expenses Report

On the tab Follow-up - Reports a combined report for Allowance and expenses can be generated per person and month. The report can be obtained in PDF format and contains all registered expenses and allowance registrations registered by the selected person during the selected month.

Users with approve rights have the right to generate allowance and expenses reports for all the persons included in the group(s) for which the user is responsible for.

The allowance and expenses report found here under Follow-up - Reports has exactly the same content as the user can extract from the Approve view.

The allowance & expenses report can be generated for one person at a time or for all persons at the same time. To generate a report for a single person - select the person in the selection list, select the period and then click the OK button to generate the report (PDF format). To select the period, you can enter the year and month in the period field in the form “YYYY-MM” or by using the Previous or Next buttons. To include pictures of expense receipts in the report, check the box Include photos. If the report is to be printed for all persons, select the top option in the selection list, i.e. All users.

The allowance & expenses report found here under Follow-up - Reports has exactly the same content as the reports each individual time reporter can generate for their own registered expenses and allowance from the Reports - Allowance and Expenses by the Reports link accessed in the left-hand menu under Time registration view.

The allowance & expenses report contains at least two pages if the content includes both allowance registrations and expense registrations. The allowance registrations come first in the report.