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In the Report menu, you can view the consolidated settlement amount according to budgets and expense plans and check the expense trends by period as a chart. You can also check the usage status of corporate cards and verify the settlement status according to each classification standard.
View Consolidated Status of Expenses
In the View Consolidated Status of Expenses menu, you can check the settlement amount by budget item and settlement amount compared to the expense plan, verify settlement details, and inquire violation of audit items.
The View Consolidated Status of Expenses page is laid out as follows.
Area | Description |
---|---|
① Search window | Search the expense status by expense attribution and period. |
② Download | Download the list of expense status as an Excel file (See Download List of Consolidated Status of Expenses) |
③ Expense status list | Check the expense status in a list |
- If the budget usage or expense plan usage status is set to N in the Expense > Settings > Expense Settings menu, the budget column is not displayed in the View Consolidated Expense Status page.
- An empty budget amount means there is no budget allocated.
- If you enter a period to view, the comparison value (indicated as positive/negative) is not displayed because of difficulty in comparing with the past.
Download List of Consolidated Expense Status
The following describes how to download the list of consolidated expense status as an Excel file.
- In the WORKPLACE PC web page, click the [All Services] > [Expense] button.
- Click the Reports > View Consolidated Expense Status menus in order.
- If necessary, enter the consolidated expense status condition to be viewed in the search window, and then click the [Search] button.
- You can view the consolidated expense status that corresponds to the entered condition.
- Click the [Download] button.
- The list of consolidated expense status is downloaded as an Excel file.
The downloaded file is saved as TotalStcList.xlsx
in the Download
folder.
Expense Trends by Period
In the Expense Trends by Period menu, you can check the budget, expense plan, and settlement amount trends through charts and check the settlement trends according to the expense item.
The Expense Trends by Period page is laid out as follows.
Area | Description |
---|---|
① Search window | Search expense trend charts by expense attribution and period |
② Yearly Expense Amount | It displays the yearly budget, expense plan, and settlement amount by monthly or quarterly charts |
③ Settlement Trends by Expense Item | It displays the settlement amount of each expense item for each month |
Integrated Card Usage Status
In the Integrated Card Usage Status menu, you can search and view the integrated card usage status by condition. You can check the monthly amount approved, settled, excluded from settlement, unsettled, and unavailable for settlement at a glance. You can also download the list of integrated card usage status as an Excel file.
The Integrated Card Usage Status page is laid out as follows. Select Year for period and search to check the status through View by Month or View by Quarter.
Area | Description |
---|---|
① Amount Total | It displays the total amount approved, settled, excluded from settlement, unsettled, and unavailable for settlement for the current month |
② Search window | Search the corporate card usage history by card number and period |
③ Download | Download the list of corporate card usage status as an Excel file (See Download List of Integrated Card Usage Status) |
④ List of Integrated Card Usage Status | Check the monthly or quarterly corporate card usage status as a list |
If you set credit card company integration to N in the Expense > Settings > Expense Settings menu, this menu is not displayed.
Download List of Integrated Card Usage Status
The following describes how to download the list of integrated card usage status as an Excel file.
- In the WORKPLACE PC web page, click the [All Services] > [Expense] button.
- Click the Reports > Integrated Card Usage Status menus in order.
- If necessary, enter the integrated card usage status to be viewed in the search window, and then click the [Search] button.
- You can view the integrated card usage status that corresponds to the entered condition.
- Click the [Download] button.
- The list of integrated card usage status is downloaded as an Excel file.
The downloaded file is saved as CardStcList.xlsx
in the Download
folder.
Settlement Status by Expense Item
In the Settlement Status by Expense Item menu, you can search and view the settlement status by expense item according to condition. You can download the list of settlements by expense item as an Excel file.
The Settlement Status by Expense Item page is laid out as follows. Select Year for the period and search to check the monthly or quarterly status. The Settlement Trends by Expense Item chart is displayed together.
Area | Description |
---|---|
① Search window | Search the settlement history by expense item and period |
② Download | Download the list of settlements by expense item as an Excel file (See Download List of Settlements by Expense Item) |
③ Settlement Trends by Expense Item | It displays the settlement amount of each expense item for each month or quarter |
④ List of settlements by expense item | Check the settlement status of each expense item during the selected period as a list |
Download List of Settlements by Expense Item
The following describes how to download the list of settlements by expense item as an Excel file.
- In the WORKPLACE PC web page, click the [All Services] > [Expense] button.
- Click the Reports > Settlement Status by Expense Item menus in order.
- If necessary, enter the settlement condition by expense item to be viewed in the search window, and then click the [Search] button.
- You can view the settlement status by expense item that corresponds to the entered condition.
- Click the [Download] button.
- The list of settlements by expense item is downloaded as an Excel file.
The downloaded file is saved as itemStcList.xlsx
in the Download
folder.
Settlement Status by Affiliated Department
In the Settlement Status by Affiliated Department menu, you can search and view the settlement status by affiliated department according to condition. You can download the list of settlement status by affiliated department as an Excel file.
The Settlement Status by Affiliated Department page is laid out as follows. Select Year for the period and search to check the monthly or quarterly status. The monthly settlement trends chart is displayed together.
Area | Description |
---|---|
① Search window | Search the settlement history by affiliated department, period, and project code |
② Download | Download the list of settlements by affiliated department as an Excel file (See Download List of Settlements by Affiliated Department) |
③ Settlement Trends by Month | It displays the settlement amount of each affiliated department for each month or quarter |
④ List of settlements by affiliated department | Check the settlement status of each affiliated department during the selected period as a list |
Download List of Settlements by Affiliated Department
The following describes how to download the list of settlements by affiliated department as an Excel file.
- In the WORKPLACE PC web page, click the [All Services] > [Expense] button.
- Click the Reports > Settlement Status by Affiliated Department menus in order.
- If necessary, enter the settlement condition by affiliated department to be viewed in the search window, and then click the [Search] button.
- You can view the list of settlements by affiliated department that corresponds to the entered condition.
- Click the [Download] button.
- The list of settlements by affiliated department is downloaded as an Excel file.
The downloaded file is saved as deptStcList.xlsx
in the Download
folder.
Settlement Status by Employee
In the Settlement Status by Employee menu, you can check the settlement status of each applicant or participant. You can also search and view the settlement status by condition and download the list of settlement status by employee as an Excel file.
If you set credit card company integration to N in the Expense > Settings > Expense Settings menu, this menu is not displayed.
The Settlement Status by Employee page is laid out as follows. Select Year for period and search to check the status through View by Month or View by Quarter.
Area | Description |
---|---|
① Content tab | Standard for viewing the settlement status by employee |
② Search window | Search the settlement history by employee and period |
③ Download | Download the list of settlements by employee as an Excel file (See Download List of Settlement Status by Employee) |
④ List of settlement status by employee | Check the settlement status of each employee during the selected period in a list |
Download List of Settlement Status by Employee
The following describes how to download the list of settlement status by employee as an Excel file.
- In the WORKPLACE PC web page, click the [All Services] > [Expense] button.
- Click the Reports > Settlement Status by Employee menus in order.
- If necessary, enter the settlement condition of each employee to be searched in the search window, and then click the [Search] button.
- You can view the settlement status by employee that corresponds to the entered condition.
- Click the [Download] button.
- The list of settlements by employee is downloaded as an Excel file.
The downloaded file is saved as prsnWrpList.xlsx
in the Download
folder.
Settlement Status by Project Code
In the Settlement Status by Project Code menu, you can view the settlement status by project and detailed expense item for expense settlements that used project codes. You can also download the list of settlement status by project code as an Excel file.
The Settlement Status by Project Code page is laid out as follows.
Area | Description |
---|---|
① Search window | Search the settlement history based on project code, period, and expense item conditions |
② Download | Download the settlement list by project code as an Excel file (See Download Settlement Status by Project Code) |
③ List of settlement status by project code | View the settlement status of each project in the selected period in a list |
Download Settlement Status by Project Code
The following describes how to download the list of settlement status by project code as an Excel file.
- In the WORKPLACE PC web page, click the [Service Menu] > [Expense] button.
- Click the Reports > Settlement Status by Project Code menus, in that order.
- If necessary, enter the project, period, and settlement condition by expense item to be viewed in the search window, and then click the [Search] button.
- You can view the settlement status by project code that corresponds to the entered condition.
- Click the [Download] button.
The settlement list by project code is downloaded as an Excel file.
NoteThe downloaded file is saved as
StcProjectCode.xlsx
in theDownload
folder.