Summary expense report by type

  • 1
  • Idea
  • Updated 3 years ago
  • Not Planned
The Replicon Tool should be able to give to the approver the summary of the expense by type. Some projects delimit the value spent by type, and these information to the approver would facilitate the final validation that should be accordingly with the maximum value per type of expense.
Photo of Maciel, Danilo

Maciel, Danilo

  • 1 Post
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  • Frustrated

Posted 3 years ago

  • 1
Photo of Lingaraj Dharwad

Lingaraj Dharwad, Product Champion

  • 1100 Posts
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Hi Danilo,

Thank you for posting your idea on the community,

You can achieve this via reports. If you run Expense details report and group the rows by Expense code as shown below you will get a summary by each expense type: 



Let me know if that helps.

Thanks,
Lingaraj
Photo of Lingaraj Dharwad

Lingaraj Dharwad, Product Champion

  • 1100 Posts
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Below is the screenshot of the reports settings: 

Photo of Lingaraj Dharwad

Lingaraj Dharwad, Product Champion

  • 1100 Posts
  • 46 Reply Likes
Hi Danilo,

Hope the above information is helpful, I have marked this as not planned for now. Please reply should you have any other questions. 

Thanks,
Lingaraj
(Edited)