For each expense claim matching the specified range and status, the data extracted includes:
- item type and ID
- expense report name, ID and status (e.g. submitted, awaiting approval, awaiting reimbursement approval, sent for payment)
- trip purpose
- dates of dates of expense report creation, submission, approval and reimbursement approval
- submitter name, ID, external ID, username, company email address, accounting reference, traveller category, Organisation Unit name and code
- ID of trip or mission order link to expense report
- expense item category, type, date, location, supplier, amount and currency details
- expense item amounts conforming with policy, exceeding reimbursement policy, reimbursable, approved by manager, and approved for reimbursement
- expense item VAT codes, rates and amounts
- whether expense item is policy-compliant
- whether expense item is a personal expense
- justification code if expense is non-compliant
- whether receipt is attached or lost
- whether expense report was recalled or rejected
- other expense item data, including:
- date, country and location
- payment method
- supplier
- arrival and departure date, location and time
- hotel reservation details
- car rental details
Full details of the data fields contained in the report are available here (sign-in required).
See Also
Comments
0 comments
Please sign in to leave a comment.