Spend by Category Grouped
Review approved lines by category and period.
From Expense policies
- Expense Reporting System
- Reports and analytics
Reports for the questions your team asks
Understand approved spending, policy findings and payment follow-up.
Overview×
Expense Reporting System · Overview
Expense Reporting System dashboard
This quarter
Policy violations in view
6Total exceeded by
112,498Per diem cap
1Single meal cap
1Expense reports by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 28 | ||
| Submitted | 16 | 57% | |
| Approved by mgr | 10 | 63% | |
| Approved by finance | 7 | 70% |
Total amount by status
Sample totals per stage
Reporting questions
Spend by Department & Project Grouped
Explain the department and project context of authorized costs.
Policy Violation Trend List
Compare recorded findings by rule, severity and time; a flag is not a misconduct conclusion.
From Expense policies
Top Spenders List
Investigate the approved spending population within the permitted employee scope.
From Corporate cards
Mileage Reimbursement Detail List
Trace journey evidence, the date-effective rate and approved amount.
From Reimbursements
Corporate Card Reconciliation List
Explain opening balance, signed activity, payments and closing statement balance.
From Corporate cards
Meals & Entertainment Detail List
Review purpose, evidence and the separately configured tax classification.
From Expense capture
Reimbursement Cycle Time List
Distinguish approval delays, scheduled requests and confirmed payment outcomes.
Reconciliation
Approved amounts and paid amounts answer different questions. Keep the report revision, selected period and organizational scope visible. Company-card spending is excluded from employee reimbursement. Related product previews provide operating context; they do not reproduce every aggregate calculation.
Set up Expense Reporting System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.