Reporting persons report

Reports -> Reporting Persons

The report on reporting persons reflects partially or fully unpaid expense reports.

The report shows the types of reports for which the reporting person has not been reimbursed. If an advance payment has been made to the reporting person, it appears with the description “Payment” and the payment date. By clicking a row in the report, the original document for that entry opens.

A negative amount in the balance column indicates that the reporting person still holds company funds, i.e., an outstanding advance balance.

● Reporting persons report data fields

  1. As of – the date on which the report is compiled
  2. Cost report prepared from – the starting date of invoices included in the report
  3. ...Until – the end date of invoices included in the report (defaults to the same date as “As of”)
  4. Reporting person – to display the data for a specific reporting person
  5. Refresh – to update the report data
● By clicking on the header, you can change the order of the data in the corresponding column. The order can be modified in the “Reporting Person” and “Date” columns.

● To export or print the report on reporting persons, click the “Export” button (located on the right side above the report).

If you have any additional questions, write to us at support@simplbooks.ee

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