The Expenses Reports module in the OpenScope ERP SAAS admin portal allows you to gain valuable insights into your business expenses. This section will guide you through the functionalities and features available in the Expenses Reports module, enabling you to analyze your expense data, track spending patterns, and make informed financial decisions.

1. Accessing Expenses Reports

To access the Expenses Reports module in the OpenScope ERP SAAS admin portal, follow these steps:

Open your web browser and enter the URL: https://dev.openscope.in/admin/reports/expenses.

Log in to your admin account using your credentials.

Once logged in, you will be directed to the Expenses Reports module automatically.

2. Available Expense Reports

The Expenses Reports module offers a range of reports to help you monitor and analyze your business expenses. Some of the commonly available reports include:

Expense Summary Report: Provides an overview of your total expenses, categorized by expense type or department.

Expense by Category Report: Analyzes expenses based on specific categories, allowing you to identify the major areas of expenditure.

Expense by Vendor Report: Breaks down expenses by vendors, helping you manage relationships and negotiate better deals.

Expense by Project Report: Tracks expenses related to specific projects, enabling you to monitor project costs and profitability.

Expense Trends Report: Shows the trends and patterns in your expenses over time, allowing you to identify cost-saving opportunities and adjust spending accordingly.

Expense Comparison Report: Compares expenses across different time periods or departments, helping you identify areas of improvement or potential cost reductions.

3. Customizing Reports

The Expenses Reports module often provides customization options to tailor the reports according to your specific needs. Here are some common customization features:

Date Range Selection: Choose a specific date range to focus on a particular period or compare different time periods.

Filter Options: Apply filters to the reports based on criteria such as expense category, project, vendor, or department.

Data Grouping: Group the expense data by various dimensions, such as category, project, vendor, or time period, to gain deeper insights.

Graphical Visualization: View expense data in visually appealing charts, graphs, or tables for easier interpretation and analysis.

4. Exporting and Sharing Reports

The Expenses Reports module often allows you to export the reports in different formats, such as PDF or CSV, for further analysis or sharing with stakeholders. Look for the export options within the module to generate and download the reports in the desired format.

5. Leveraging Insights for Financial Decision Making

The Expenses Reports module provides valuable insights into your business expenses, allowing you to make informed financial decisions. By analyzing the reports, you can identify cost-saving opportunities, monitor spending patterns, assess the effectiveness of expense control measures, and allocate resources more efficiently.