{"id":26615,"date":"2024-10-31T11:48:56","date_gmt":"2024-10-31T09:48:56","guid":{"rendered":"http:\/\/support.simplbooks.ee\/?post_type=ht_kb&p=26615"},"modified":"2024-10-31T11:48:57","modified_gmt":"2024-10-31T09:48:57","slug":"reporting-persons-report","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/reporting-persons-report\/","title":{"rendered":"Reporting persons report"},"content":{"rendered":"

Reports -> Reporting Persons<\/strong><\/p>\n

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The report on reporting persons reflects partially or fully unpaid expense reports.<\/p>\n

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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.<\/p>\n

A negative amount in the balance column indicates that the reporting person still holds company funds, i.e., an outstanding advance balance.<\/p>\n

\u25cf<\/span> Reporting persons report data fields<\/strong><\/p>\n

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  1. As of<\/strong> \u2013 the date on which the report is compiled<\/li>\n
  2. Cost report prepared from<\/strong> \u2013 the starting date of invoices included in the report<\/li>\n
  3. ...Until <\/strong>\u2013 the end date of invoices included in the report (defaults to the same date as “As of”)<\/li>\n
  4. Reporting person <\/strong>\u2013 to display the data for a specific reporting person<\/li>\n
  5. Refresh <\/strong>\u2013 to update the report data<\/li>\n<\/ol>\n\u25cf<\/span>\u00a0By clicking on the header, you can change the order of the data in the corresponding column. The order can be modified in the “Reporting<\/strong> Person<\/strong>” and “Date<\/strong>” columns.<\/p>\n

    \"\"<\/a><\/p>\n\u25cf<\/span>\u00a0To export or print the report on reporting persons, click the “Export<\/strong>” button (located on the right side above the report).<\/p>\n

    \"\"<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

    If you have any additional questions, write to us at\u00a0support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[181],"ht_kb_tag":[],"class_list":["post-26615","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reports"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/26615","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=26615"}],"version-history":[{"count":5,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/26615\/revisions"}],"predecessor-version":[{"id":27280,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/26615\/revisions\/27280"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=26615"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=26615"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=26615"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}