hello @bgriffin
The Accounting department, specifically the Accounts Payable people, are interested in seeing the corporate card transactions per employee that are pending accounting.
Para ello nos descargamos dos reportes, uno de empleado (donde aparece el email) y otro con las transacciones que aun no han sido contabilizadas:
To do this, we download two reports, one for the employee (where the email appears) and another with the transactions that have not yet been accounted for:
*Opens to the Reporting tool:
Go to: Home -> Reporting -> Analysis
Content -> Team conrent -> Analysis-Standard Reports
*Report with employee data: from here we obtain the employee's data, such as name, surname and email.
Goto to: Team content -> Analysis - Standard Reports -> Administration->> Report "Employee Details"
And then select "Excel data" format
*Expense report: here we select the card transactions, and indicate the period to be analyzed. We put 2020 as the start year because it is the beginning of the implementation and the types of payments that are company card (for example BBVA Company card)..
Goto to: Team content -> Analysis - Standard Reports -> Accrual->> Report "Expense Accrual by Date Range"
And then select "Excel data" format
Once downloaded, we cross the data from both files and obtain the transactions pending settlement by employee.
BR,
cj
