Spend Analysis

Modified on Thu, Feb 15 at 11:43 AM

This report summarizes spend across a user-defined set of accounting categories (General Ledgers) so you can easily track and control spending.

Filters

Filter	Description
Group	Group of locations to run a report on Select “All” from the group dropdown to run the report across all groups
Location	Select a Group, then choose a specific location or choose "All" from the Location drop-down
Invoice Date	Choose a pre-filled date range or set a custom date range

Field Description

Field	Description
Account	General Ledger Account # as it exists within Ottimate. This only appears in the Spend Analysis by GL report if spend for this GL Account is > 0.
Account Name	GL Account Name that the Account Number corresponds to
Amount	Sum of the spend for the above GL Account, less tax
Tax	Sum of tax spent for the above GL Account
Total Amount	Amount + Tax

Access Model

Category: Spend Analysis

This is an advanced report. Contact your Account Manager or [email protected] if you do not currently have access to Advanced Reports and would like to add them on.