We understand a company's need to have access to all the details associated with the expenses submitted by your employees. The advanced search gives you an option to get an in-depth view of all the important metrics associated with your company's expenses. You can go one step further and export the information as CSV for further analysis or for reporting to your management. Here are the steps of how you can download the details:
1. Select the 'Expenses' tab in the left panel > Click on Filter.
2. Below sets of search fields will now be available to use as search criteria.
User Fields: To filter using user-related details
Expense fields: To filter using expense related fields
Report Fields: To filter using report related fields
Settlement Fields: To filter using payment-related fields
Policy fields: To filter using policy-related fields
Corporate cards: To filter using card related fields
Custom fields: To filter by custom expense fields created for your organization
3. You can select multiple search options to view expense details based on the required filter criteria and click on 'Apply Filters'
4. Once the search result is available as per the required criteria, you can select one/multiple entries and take any one of the below actions:
Remind To Report: Clicking on this will send a reminder to all the users to submit their expenses by creating a Report
Create Report: This allows you to create a report on behalf of the user
Export: To export all the selected records for further analysis
After applying the filters, select the filtered expenses and click on 'Export' as csv
All the expense fields will now show up on the screen, appropriately grouped for selection. Depending on your requirement, select the fields that you require for your analysis.
Bill Fields: Details specific to bills uploaded by the employees & confirmed by the finance team
Card Fields: Details specific to credit card transactions
Comments fields: Details specific to comments entered by approvers & verifiers for every expense
Custom fields: Custom expense fields that you have created in your organization's set-up to capture additional details for the required set of expenses
Employee fields: Details of employees as available in the Employee details page within Fyle
Expense fields: Details of expenses as entered by employees and captured by application, while creating an expense
Policy fields: Details of policy limits and violations as per the policies set-up for your organization.
Report fields: Details of expenses as entered by employees and captured by application, while creating & updating a Report
Travel fields: Details of travel booking related fields entered by users while creating an expense