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Jjolly
Occasional Member - Level 1

Balance sheet of monthly expenses

I was wondering if there is a way to create a balance sheet of last year's expenses to create a budget?

1 REPLY 1
KevinD
Community Manager
Community Manager

@Jjolly you can create a report in Cognos reporting that would show a total of what your department spent in expenses for the entire year. It could even be broken down by expense types, employees, etc. 

 

However, you would need Cognos access and to know how to build custom reports in Cognos. We do offer free classes on using Cognos, so if you are interested in that, go to: https://www.concurtraining.com/cnqr/cognos-11-registration. Scroll to the bottom of the page to see the upcoming classes. Also, on this page you will see our training resources for Cognos.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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