Chrome River Standard Reports & Dashboards

Expense

Dashboard

Compliance / Risk Assessment Last 12 Months

A dashboard used to track Compliance policy exceptions and risky spend.

Expense

Dashboard

Exported Expense Spend

A dashboard used to monitor exported spend. The default filters will show data for the last 12 months, and the filters can be adjusted as needed.

Expense

Dashboard

Non-Exported spend

A dashboard used to monitor all non-exported spend and ensure timely processing of expenses. Includes credit card transactions not yet added to expense reports.

Invoice

Dashboard

Invoice Spend Overview

An overview of your invoice spend for the last 12 months. Spend breakdown is available by invoice status, by month, by aging bucket, and by vendor.

PoRequest

Dashboard

Open PO Commitments

A summary of open PO commitments for the last 12 months. Commitment breakdown is available by Commitment Status, PO Date Range, PO Number, and Vendor.

Admin Audit

Report

Expense Approval Detail

Report by expense owner and approver with detail changes. The filters can be adjusted as needed.

Expense

Report

Accruals / Un-exported Spend

A detailed list of un-exported expenses. This includes unused credit card transactions, draft reports, pending reports, and approved reports that have not yet been exported.

Expense

Report

Credit Card Reconciliation

A detailed list of all credit card transactions whether they have been assigned to an expense report or not.

Expense

Report

Expense Spend Detail

A detailed breakdown of spend on expense reports.

Expense

Report

Exported Spend

A detailed list of exported spend.

Expense

Report

Exported Spend Detail

A detailed breakdown of exported spend by owner, allocation, and expense type.

Expense

Report

Open Approvals

A detailed list of all submitted expense items that are pending approval.

Invoice

Report

Accruals / Un-exported Invoices

A detailed list of un-exported invoices. This includes pending reports and approved reports that have not yet been exported.

Invoice

Report

Exported Invoices

A detailed list of exported invoices. The default filter will show invoices exported within the last month. The default filters can be adjusted as needed.

Invoice

Report

Invoice Spend Detail

A detailed breakdown of spend on invoices.

Invoice

Report

Open Approvals

A detailed list of all submitted invoices that are pending approval. Invoices that are un-submitted, approved, exported, or paid are excluded. The default filters can be adjusted as needed.

PO Request

Report

Open Approvals

A detailed list of all submitted PO requests that are pending approval. POs that are in draft, approved, or closed status are excluded. The default filters can be adjusted as needed.

PO Request

Report

PO Line Item Analysis

A detailed report on PO line items.

Pre-Approval

Report

Open Approvals

A detailed list of all submitted pre-approvals that are pending approval.

Reference

Report

Reference - Allocation

A detailed list of allocation records. Default filter will show active allocations only, and the filter can be adjusted as required.

Reference

Report

Reference - Entity Listing

A list of active entity types and associated entities. The default filters will show active entities and the filters can be adjusted as needed.

Reference

Report

Reference - Invoice Customer Address

A detailed list of active customer addresses. The default filters will select active addresses, and the filters can be adjusted as needed.

Reference

Report

Reference - Invoice GL

A detailed list of the Invoice GL records configured in the system.

Reference

Report

Reference - Invoice Tax Code

A list of active tax codes for the Invoice application. The default filters will show active tax codes, and the filters can be adjusted as needed.

Reference

Report

Reference - Invoice Vendor / Address

A detailed list of invoice vendors and vendor addresses. The default filters will show active vendors/addresses, and the filters can be adjusted as needed.

Reference

Report

Reference - Item Type Name / Category / Group

Mapping of Item Type Name to standard Emburse Item Type Category and Emburse Item Type Group. The Emburse Item Type fields are used in the upcoming Emburse travel analysis dashboards.

Reference

Report

Reference - Person

A detailed list of matching active/pending Person records. The filters will default to Active or Pending users, and the filters can be adjusted as needed.

Reference

Report

Reference - Person Delegates

A detailed list of the active delegates assigned to active/pending expense owners. The default filters can be adjusted as required.

Reference

Report

Reference - Person Entities

A detailed list of the person entities assigned to a user. By default, the report shows active person entities for Active/Pending expense owners. The filters can be adjusted for inactive entities as well.

Reference

Report

Reference - Person Vacation Delegates

A detailed list of the vacation delegates assigned to active/pending expense owners that are active as of today. The default filters can be adjusted as required.