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Review posted expenses and reporting

Goal​

Review posted records, build reports, and produce audit exports after expenses have been posted and reimbursed.

Posted records​

The following pages are available to finance for review and reporting:

  • Posted Expenses
  • Posted Mileages
  • Posted Per Diems
  • Archived Expense Reports
  • Archived Card Transactions

Posted expenses

Build reports with Analysis Mode​

Analysis Mode on these pages lets you pivot, filter, and save report views without leaving Business Central.

Analysis view

Audit exports​

The Archived Expense Reports page can generate a summary report and download all receipts for an expense report as a single zip file - useful for audits or sharing expense details with external parties.

Archived expense report export

Map merchants to vendors​

Vendor Mapping links a merchant name identified by SmartExtract on a receipt to a vendor card in Business Central. This lets you monitor and analyze spend per vendor even when costs are incurred through employee expense claims.

Vendor mapping

When mapped expenses are posted, the amounts are reflected on the vendor as purchases, so vendor statistics and reporting include expense-based spend.

Vendor spend