Here are several types of exports/reports that you might need and how to download them on Spendesk. Don't hesitate to check the Requests page, All payables page and All payments page to practice building reports! ✨
Ex: your company's controllers might need to download invoices to pay (=that aren't marked as paid on Spendesk), Cost center owners might need to check their cost center's spending, etc.
Note: the All payables page remains the main reporting page as it includes all statuses of payments and bookkeeping. 🎉
Download filtered payments
"I need to download a user's payments, made using a physical card between XX/XX/XXXX and XX/XX/XXXX"
2 possibilities:
Go to the Bookkeep > All payments tab. Filter "type = physical card" and "payer =..." then validate.
Go to Bookkeep > All payables tab. Filter by payment status, period and tick/download the payables. On excel or Numbers, filter by payer.
Here, we won't use the 'Requests' tab because we're looking for paid expenses only.
Download filtered payables
"I need a recap of all expense claims "approved by approvers and/or by finance teams" but not paid yet, for the Marketing Cost center"
2 possibilities:
Go to Bookkeep > All payables
Go to Requests >All requests, select the filters Type = expense claims, Status = Approved, Cost center = Marketing.
Download Requests
"I need to download all requests with the Denied status"
Go to Requests > All requests > Status = denied.
Tick the results and click on download.
Download receipts
"I need all the receipts of the expense claims paid in the period of XX to XX"
Go to Bookkeep > All Payments
Check the filter "Period ..." and "Type = expense claim".
Validate, tick the results, click on Download with receipts.