Summary Report includes information on the historic spend, a list of all the top expenses, and General Ledger categories.
1. Historical Spend.
The graph is a real-time view of all expenses paid via Virtual Cards, Physical Cards and Bill Payments.
1. Spend Period: Set a Start Date and End Date to view all expenses incurred within the time frame. 2. Vendor: View the amount paid to a Vendor for a given time.
Click on any month on the graph to view the spend pattern of that month.
Select the Vendor from the Filter chart by Vendor option to view the details of spend on the Vendor.
This section includes a list of the Top Expenses and Top Accounts.
1. Top Expenses
A list of all the Vendors and their charges paid within the given time period. If the Vendor was paid multiple times, use the Group by Vendor option to club the spends on the Vendor.
2. Top Accounts
A list of expenses based on the Vendor’s GL Category. The list includes the total amount paid and the percentage of the total spend.
User needs View All Reports User Permission to view Summary Report.
With this permission, users can access every report in the Reports page, even if View Department Expenses and View All Expenses permissions are disabled.