Spend Analysis by Location

Modified on Thu, Feb 15 at 11:43 AM

This report summarizes spend across a user-defined set of accounting categories (General Ledgers) by location 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

Invoice Date

Invoice Date

Location

Invoice Location

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 support@ottimate.com if you do not currently have access to Advanced Reports and would like to add them on.

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