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How to Run an Expenses Report

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You can create an Expenses Report in Verde HR. To create an Expenses Repoty log on to the software. Self-Serve opens automatically in My Holidays; Click on Admin (see x on the screenshot below) in the Top Menu, then select Reports  (see x on the screenshot below) from the side menu this will open the reports page.

To run an Expenses Report follow the steps below:

  • Select  Attendance Report from the dropdown list in Select Report (see 3 on the screenshot below)
  • Select the Date Range by specifying the Start Date in the Start Date Box and the End Date in the End Date Box (see 4 and 5 on the screenshot below)
You can input a date by either using the calendar or typing it in using the format dd/mm/yyyy.
  • If you want to select a particular employee to report on select that employee.s name from the drop down menu in the Report for Who Box (see 6 on the screenshot below)
to run a report for everyone in the date range specified leave the Repports to Who box blank.
The report defaults to Active Employees, but it can be set to Leavers,  or Pending, i.e. those who are about to join. You can select the category fron the drop down menu in  Employment Staus (see 7 on the screenshot below).
The report will ony produce a CSV report. N.B. it wont produce a PDF so ignore that option in the Report Output Box  (see 8 on the screenshot below).

To produce a report press the green Create button (see 9 on the screenshot below).

Screen Shot
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