To make work easier for those in finance and administration, we are now launching a requested feature in the Travel/Expense module. It is now significantly easier to filter and export a specific list of expenses marked as "Paid by the company." This reduces manual work and gives you better control when reconciling with company accounts.
Filter Expenses Paid by the Company
When you create or edit an export template for expense reports, you can now add a new selection: Paid by company. By using this selection in your template, the exported file will only contain the expenses where this box is checked. This allows you to quickly and efficiently generate a report for these specific transactions without needing to sort them manually afterward.
New Field in the Export Template for Clearer Reports
To further increase the clarity of your exported reports, we have also added a new field to the export templates. You can now add the Paid by the company column to your file. The field clearly indicates "Yes" or "No" whether the expense was paid by the company, which simplifies internal reporting and follow-up.
How to Get Started
To start using the new feature, follow these steps:
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Go to the settings for export templates for expense reports in Flex HRM.
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Create a new template or edit an existing one.
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To filter the report, add Paid by the company under Selection.
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To include the status in a separate column, add the Paid by the company field under Fields.
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Save the template. It is now ready to be used for your exports.
We hope this update will save you time and simplify your follow-up of company expenses.
