Reports & sharing
Reports with the details behind them.
Move from a spending summary to the source records, then share the right view with the right people.
- AI + familiar tools
- Role-scoped
Designed for the whole workflow.
Move from a spending summary to the source records, then share the right view with the right people.
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From total to source
Open the contributing records behind any figure in a report.
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Export what you reviewed
Preview an export before you download or send it.
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Share securely
Share a view with the people who should see it, not the whole workspace.
From question to shared report.
Reproducible, so the same filters give the same answer.
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1. Define the report
Choose the report type, period, workspace and basis.
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2. Check the totals
Review spend by supplier or category with source-linked totals.
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3. Check completeness
See where originals are linked and where information is outstanding.
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4. Share or export
Preview, then share securely or export.
What you can do
Totals you can trace.
Every report states its filters and basis, so a figure can be reproduced and explained.
- Build an expense summary for a period and workspace.
- See spend by supplier with a total.
- Check evidence completeness before you share.
- Open the contributing records for any total.
- Preview an export before it leaves the workspace.
Sharing has limits.
A report shows what the viewer is allowed to see.
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Role-scoped
Reports include only records the person generating them can access.
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Gaps are visible
Outstanding information and tax review items are flagged, not hidden.
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Not tax advice
Reports organise your records. They are not a tax or audit opinion.
A few useful answers.
Can I see which records make up a total?
Yes. Reports link to the contributing records so you can check each figure.
Can I share a report with my accountant?
Yes, if they have been invited to your workspace. They see only what you have shared.
Does a report convert currencies?
A report states its basis. In the sample it shows GBP gross amounts with no conversion.
Can I export a report?
Yes. Preview the export first, then download it.
Give your expenses a better place to work.
Start with a simple instruction. Keep the details—and the decisions—under your control.