Emburse Enterprise Standard Reports & Dashboards

Admin Audit

Dashboard

Admin Audit Changes

This dashboard can be used to monitor changes applied via admin screens. The filters can be adjusted as needed.

Admin Audit

Report

Admin Audit Detail

This report shows the changes applied via admin screens. The filters can be adjusted as needed.

Admin Audit

Report

Expense Approval Detail

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

Assurance

Dashboard

Assurance Overview

Assurance dashboard showing frequency of Assurance checks and breakdown by expense types, expense owners, etc.

Assurance

Report

Assurance Detailed Report

A detailed list of which Assurance checks fired for submitted expenses.

Audit

Dashboard

Audit Dashboard

This dashboard highlights the actions taken by Emburse Auditors in a given time period.

Audit

Report

Audit Detail

Detailed list of Auditor actions within a specified timeframe.

Billing Validation

Dashboard

Billing Validation

Dashboard used to validate Emburse billing details.

Billing Validation

Report

Billing Model: Entitled Users

Detailed report showing the list of users who were Active/Pending in a given timeframe. If you use the Entitled User billing model, you can use this report to validate values on your Emburse Enterprise invoice.

Billing Validation

Report

Billing Model: Expense Active User

Detailed report showing the list of users who submitted expense reports in a given timeframe. If you use the Active User billing model, you can use this report to validate values on your Emburse invoice.

Billing Validation

Report

Billing Model: Expense Transaction Count

Detailed report showing the list of expense reports originally submitted in a given timeframe. If you use the Transaction billing model, you can use this report to validate values on your Emburse invoice.

Billing Validation

Report

Billing Model: Invoice Transaction Detail

Detailed report showing the list of invoices submitted in a given timeframe. You can use this report to validate values on your Emburse Enterprise invoice.

Billing Validation

Report

Billing Model: Invoice Transaction Summary

Summary report showing the count of invoices submitted in a given timeframe. You can use this report to validate values on your Emburse Enterprise invoice.

Billing Validation

Report

Billing Model: PreApproval Total Transaction Count

Detailed report showing the list of PreApprovals originally submitted in a given timeframe.

Billing Validation

Report

Billing Model: PreApproval Transaction Count

Summary report showing the count of PreApprovals originally submitted in a given timeframe.

Expense

Dashboard

AMEX Card Program

Monitor credit card adoption, cash vs card spend and highlight opportunities for additional card programs.

Expense

Dashboard

AP Approval Metrics

This dashboard helps assess and monitor the efficiency of AP departments' expense approval processes, enabling users to identify bottlenecks. The filters can be adjusted to accommodate specific configurations.

Expense

Dashboard

Compliance / Risk Assessment Last 12 Months

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

Expense

Dashboard

Credit Card Reconciliation

This dashboard can be used to verify and match transactions on corporate credit statements, simplifying the reconciliation process.

Expense

Dashboard

Expense Approval Metrics

This dashboard can be used to monitor the efficiency of the expense approval process and help users identify where bottlenecks are occurring.

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.

Expense

Dashboard

Open Approval Metrics

This dashboard can be used to assess and monitor the efficiency of AP teams in approving open items and identify bottlenecks. The filters can be adjusted as needed.

Expense

Report

Accruals / Unexported 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

Approver Tracking

List of all the approval steps for submitted expense reports.

Expense

Report

Cash Advance Balance

Tracks cash advances, including user information, amount applied, amount advanced, and the balance.

Expense

Report

Credit Card Item Type Changes

Shows credit card transactions where the item type defaulted on the credit card transaction was updated when the transaction was added to the expense report. Replaces the legacy report called ‘Firm Paid Changes’.

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

Credit Card Statement Reconciliation Detail

Detailed list providing the status of all expense lines that belong to a credit card statement.

Expense

Report

Direct Pay Reconciliation

A detailed report of transactions that were paid by Direct Pay.

Expense

Report

Duplicate Expenses

This report can be used to identify potential duplicate expenses entered by the Expense Owner and monitor duplicate reimbursement for the same expense item.

Expense

Report

Duplicate Transactions Filed As Out-Of-Pocket

This report can be used to identify potential duplicate transactions that have been filed as out-of-pocket.

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

Dashboard

AP Invoice Approval Metrics

This dashboard helps assess and monitor the efficiency of AP departments' invoice approval processes, enabling users to identify bottlenecks. The filters can be adjusted as needed.

Invoice

Dashboard

Invoice Approval Metrics

This dashboard can be used to monitor the efficiency of the invoice approval process and help users identify where bottlenecks are occurring.

Invoice

Dashboard

Invoice Compliance

This dashboard can be used to monitor how employees are adhering to compliance requirements.

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.

Invoice

Dashboard

Open Invoice Metrics

This dashboard helps identify bottlenecks and assess the efficiency of teams in approving submitted invoices that are still pending approval. Use the filters to customize the view and focus on specific metrics or teams as needed.

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

Duplicate Invoices

This report can be used to identify potential duplicate invoices entered by the Invoice Creator based on invoice and vendor information and monitor duplicate payments for the same invoices. The default filters can be adjusted as needed.

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

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.

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.

Pre-Approval

Report

Pre-Approval Request Status

A detailed list of pre-approvals by Report ID, Expense Owner, Status and/or Submit Date.

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 - Car Plan Configuration

List of all Car Plans and its configuration.

Reference

Report

Reference - Car Plan Modifier

List of all Car Plans and its modifiers.

Reference

Report

Reference - Card Monitor

Track the status of credit card feeds.

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 - Item Type Mapping

List of Expense Item Types and their associated Entities. The default filters will show active Entities and can be adjusted as needed. This report will be available to customers that utilize Expense Mapping in their configuration.

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 Cumulative Distance

Cumulative distance travelled by user.

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.