How to download a monthly financial/cost report?

Monthly financial reports provide a concise overview of the previous month's financial status, offering up-to-date reporting on cash management, and, profit and loss statements, and helping evaluate future plans and decisions. To access the Monthly Cost Report, follow the path below:

Go to the Payroll (1) section of the Keka Portal, then click on Reports (2). Then go to the Payroll, Contribution, and Tax (3) tab.

Here, scroll down to Payroll Run Reports and click on Monthly Cost Report 

Then a window will pop up where you can select the Pay Group (If they are multiple), Year, Month (mandatory)

You can further filter the list by selecting the Employment Status, Job Title, Department, Location, Cost Center & Business Unit as per your requirement. and then click on Run.

Once you click on Run, the monthly cost report will be displayed. You can download the report in Excel format.

This is how you can check the Monthly Cost Report. If you require any further assistance, please reach out to our product experts.