List of standard expense report reports

Related module:

In this article:

• Expense report reports
  • Graphical reports:
  • Reports in Excel format:

Expense report reports

Access: Menu > Expense reports > Reports

Reports are conditioned by a set of filters:

If needed, here is how to create a list or matches in two columns: 

There are several types of reports.

Graphical reports:

• Expense trends: it highlights the movement of expenses by type and by month
• Expense breakdown by type: it highlights the breakdown of expenses by type and by month

You can choose how to display data (Bar chart, line chart, area chart or table), but also print them or download them in PNG, JPG, PDF or SVG format from the chart menu.

Reports in Excel format:

• Meal voucher count: it highlights, per employee, the count of meal vouchers to deduct based on expenses incurred by the employee directly or if they participated as a guest in an expense report of one of their colleagues. This report includes the employee ID, last and first names of the employee, the number of vouchers to deduct, the expense report number, issuer, expense date, and description.
• Expense details: it highlights the cumulative total of amounts (excl. tax, VAT, incl. tax, net to reimburse, recoverable VAT, …) of expenses incurred per employee, by expense type
• Accounting entries (credits): it highlights the total incl. tax of expenses incurred by "employee" (third-party account) according to the payment method.
• Accounting entries (debits):  it highlights the total incl. tax of expenses incurred by "Expense type" (GL account)
• CO2 emissions: calculates total carbon dioxide emissions by department or structure (sum on 1st levels only). The calculation takes the number of kilometers traveled in expense reports x number of grams of CO2 / km from the employee record. To set it up, see the article Calculating your carbon footprint during business trips.
• Expense tracking by employee: as its name suggests, this report allows you to track the total amount incl. tax of expenses, per employee, by expense type with a column total per expense and a row total per employee.
• Recoverable VAT: it highlights the total recoverable VAT by expense account.

These reports are provided as standard; for more advanced needs, it is entirely possible to establish a connection between Eurécia and business intelligence tools.

Keywords associated with this article:  

Expense report - reimbursement - pro expenses - Professional expenses - reports - carbon footprint - expenses - standard data reports - Excel exports