Downloading Expense Report

Modified on Fri, 7 Mar at 1:21 PM

Last Updated: March 03, 2025

Overview:

Downloading an expense report in Omni HR allows users to generate and export detailed expense data for record-keeping, reimbursements, and financial analysis. This feature provides flexibility in selecting the information included in the report, ensuring transparency and efficiency in expense tracking.

Prerequisite:

Before a user can download an expense report, their role in Access Control must be set accordingly. For details on configuring permissions, refer to Submitting Expenses on Behalf > Overview.

Methods to Download an Expense Report:

There are two ways to download an expense report:

Via Submissions: Navigate to Expenses > Submission > To Reimburse > Export Report.
Via Expense Tracker: Navigate to Expenses > Tracker > Download Report

Steps in Downloading an Expense Report

Option 1: Submissions Section

Go to Expenses > Submission > To Reimburse > Export Report.

2. A pop-up will appear asking:

"Would you like to include the receipts attachment in the expense report?"

3. Choose one of the following options:

Export With Receipts

includes:

- Individual links to receipts submitted by each employee (Receipt column).

- A Bulk Receipt Link, allowing you to download all submitted receipts in one file.

Export Without Receipts

includes:

- Individual receipt links for each employee (Receipt column) .

- NO Bulk Receipt Link

Option 2: Expense Tracker Section

Go to Expenses > Tracker > Download Report

2. An Export Expense Report tab will appear.

3. Use filters to customize the data you want to include in the report.

4. If you want to include bulk receipts, tick the checkbox at the lower-left corner of the tab.

5. Click Export to complete the process.

Difference Between the Two Download Options:

Feature	Submission Section	Expense Tracker Section
Purpose	Export expenses for reimbursement tracking	Provides a broader expense overview
Report Scope	Displays all expenses (approved, reimbursed, and pending reimbursement)	Allows custom filtering for specific expenses
Filter Options	Limited to reimbursement tracking	Offers more filtering options for customized reporting
Receipt Options	Option to include/exclude bulk receipts	Option to include/exclude bulk receipts via filter
Best Use Case	For finance/admin teams processing reimbursements	For generating customized reports based on various criteria

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