The query builder lets you extract information from the system into the form of a report, which you are then able to export into CSV format and also print from there. The focus of this article is how to build an expense report and/or reporting on deleted expenses.
Click Access Button
then click HR Admin.
Click the + plus icon then select Expenses.
Then select the following fields:
Expense Date Submitted
Expense Report Description
Expense Status
Expense Line Receipt
📌Note: Expense Line Receipt provides a URL(link) to an image of each receipt submitted in the expense.
Click Next then apply any relevant filters.
If you skip this page, the query will retrieve all active employees and all expenses that have ever submitted. You may wish to use this area to filter by employee name, a specific time frame etc. For example, you can filter the date so that the query will only bring up expense reports submitted this month.
Click Next then enter a name for the query.
If required, enter a category and description.
Click Next then Export to if you wish to download the report.
📌Note: You will be able to see the actual images only after exporting the results into an Excel and copying every link of the receipts.