Expense Allocations

Expense Allocations

Expense Allocations Report

This report is going to present you with orders either Reconciled/Closed or has invoice details attached from our integrated vendors. The date range option on this report filters off of the vendor's invoice date. This is a great report to utilize as a check & balance against your vendor's statement assuming all orders were entered into Clixon. Note: some of our integrated vendors transfer invoices for orders that did not originate in Clixon, thus giving you complete insight into your complete spend.

Customize Options

Once you access the report there is a default of displaying all of your Expense Allocations but you can customize/refine your filter to a specific order by:

Filter options:
  1. Date Range
  2. Search Order Number or Invoice Number
  3. Select from drop-down filters to limit results
  4. Once you have utilized filter options click Build Report
  5. Download options include PDF or Excel.

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