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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.

Download List of Consolidated Expense Status

The following describes how to download the list of consolidated expense status as an Excel file.

1. In the WORKPLACE PC web page, click the [All Services] > [Expense] button.
2. Click the Reports > View Consolidated Expense Status menus in order.
3. 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.
4. Click the [Download] button.
   • The list of consolidated expense status is downloaded as an Excel file.

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.

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.

Download List of Integrated Card Usage Status

The following describes how to download the list of integrated card usage status as an Excel file.

1. In the WORKPLACE PC web page, click the [All Services] > [Expense] button.
2. Click the Reports > Integrated Card Usage Status menus in order.
3. 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.
4. Click the [Download] button.
   • The list of integrated card usage status is downloaded as an Excel file.

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.

Download List of Settlements by Expense Item

The following describes how to download the list of settlements by expense item as an Excel file.

1. In the WORKPLACE PC web page, click the [All Services] > [Expense] button.
2. Click the Reports > Settlement Status by Expense Item menus in order.
3. 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.
4. Click the [Download] button.
   • The list of settlements by expense item is downloaded as an Excel file.

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.

Download List of Settlements by Affiliated Department

The following describes how to download the list of settlements by affiliated department as an Excel file.

1. In the WORKPLACE PC web page, click the [All Services] > [Expense] button.
2. Click the Reports > Settlement Status by Affiliated Department menus in order.
3. 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.
4. Click the [Download] button.
   • The list of settlements by affiliated department is downloaded as an Excel file.

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.

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 [Applicant]: It displays the settlement status of each settlement applicant [Participant]: It displays the settlement status of each settlement participant
② Search window	Search the settlement history by employee and period Select Year for the period and search to display the monthly settlement status
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 Click the settlement applicant or participant name to check the detailed information of the employee Click the total settlement amount to check the expense settlement document When viewing the applicant by entering the period, click violation and explanation status of audit items in the Self Check column to check details (See Manage Violations/Explanations) ⑤ is displayed for the employee with the largest monthly settlement amount When viewing the applicant by year, is displayed for the month with audit violations

Download List of Settlement Status by Employee

The following describes how to download the list of settlement status by employee as an Excel file.

1. In the WORKPLACE PC web page, click the [All Services] > [Expense] button.
2. Click the Reports > Settlement Status by Employee menus in order.
3. 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.
4. Click the [Download] button.
   • The list of settlements by employee is downloaded as an Excel file.

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.

Download Settlement Status by Project Code

The following describes how to download the list of settlement status by project code as an Excel file.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Expense] button.
2. Click the Reports > Settlement Status by Project Code menus, in that order.
3. 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.
4. Click the [Download] button.

   • The settlement list by project code is downloaded as an Excel file.

     Note

     The downloaded file is saved as StcProjectCode.xlsx in the Download folder.