Keka makes it easy for organizations to download Expense and travel-related reports, helping organizations to get a clear picture of their spending categories and their reasons. This article will explain the importance, and types of reports, and how they can help organizations understand their finances better.

Accessing expense and advance reports

To access the Reports tab, click on Org(1) from the left navigation menu. Navigate to Expenses & Travel(2) to find the Reports(3) section.

Types of Report

There are 10 types of Reports related to travel & expenses that are available in this section. Let us understand them in detail.

1) Expense Category Summary

This report provides a breakdown of the total expenses in each expense category. It offers a clear view of how funds are allocated across different categories during a specific period, making it a valuable tool for understanding the money spent across various categories.

2) Expense Claim Breakup

This report focuses on expenses included in the claims submitted by employees within a specified time range. It helps organizations identify and understand the specific costs incurred by employees during that period, offering valuable insight into the financial aspects of these claims.

3) Expense Claim

This report provides the data of the claims submitted by the employees. It provides an overview of the claims made during that period, helping organizations keep track of and manage employee submissions efficiently.

4) Project Wise Expense

This report offers a clear view of the costs associated with each project during a period, aiding in project-related financial management and analysis.

5)Cost Center Wise Expense

Expenses tied to a cost centre within a specified time range are the focus of this report. It provides a detailed overview of the costs associated with each specific cost centre during the designated period.

6) Expense Claim Paid Outside Payroll

In a chosen period, this report covers expense claims paid outside the Keka payroll system, giving a clear picture of non-payroll spending during that time.

7) Expense Claim Yet to be Paid Outside Payroll

This report focuses on expense claims that are yet to be paid outside the Keka payroll system during a specific time frame.

8) Advance Requests

This report covers advance requests that have been submitted within a specific time frame. It provides an overview of advance requests made during the designated period, offering a clear understanding of financial advances within that time frame.

9) Advance Settlement Requests

This report deals with advance settlement requests that were submitted within a specified time frame. It offers insight into the requests made to settle advances during that period, providing a clear overview of financial transactions related to advance settlements.

10) Travel Desk Booking History Report

This report focuses on past booking requests that have been processed. It provides an overview of booking requests from earlier periods, offering insight into historical booking activities.

How to Download a Report?

In the reports section, click on a report that you want to download. You will now be redirected to a report download screen where you can filter your report by dates, business unit, department, location and status. Once you sort your search click on Run to generate and download the desired report.

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