Generating Expenses Reports in BigChange

BigChange offers a comprehensive 'Expenses Report' feature within the Reports tab, allowing users to efficiently manage and reconcile expenses. This article will guide you through the process of generating, customising, and exporting expenses reports to suit your specific needs.

Accessing the Expenses Report

• Navigate to the Reports tab in BigChange.
• Select 'Expenses Report' from the list of available reports.

Customising the Expenses Report

Using Display Filters

• Select the Display side menu to apply filters.
• Tailor the report by isolating specific criteria such as a single Resource, Team, or month.
• Adjust filters to focus on the data most relevant to your reporting needs.

Exporting the Expenses Report

Choosing Export Methods

• Open the Export side menu to view available export options.
• Select your preferred method of export, such as CSV, PDF, or Excel.
• Ensure the chosen format aligns with your reporting and reconciliation requirements.

Scheduling Automatic Reports

Setting Up Scheduled Reports (Please refer to the 'How to schedule a report in BigChange'article for a detailed guide)

• Navigate to the Schedule side menu.
• Configure the report to run automatically at your desired frequency (e.g., daily, weekly, monthly).
• Specify the format in which you wish to receive the report.
• Enter the email addresses of recipients to ensure timely delivery.

Conclusion

The Expenses Report feature in BigChange provides a flexible and efficient way to manage and reconcile expenses. By utilising the Display, Export, and Schedule options, you can tailor reports to meet your specific needs and streamline your financial processes. Start using the Expenses Report today to enhance your reporting capabilities.