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Administrator Guide
Last Updated: 2023-06-23
Track Expense for a Supervisory Organization or Team

Track Expense for a Supervisory Organization or Team

You can analyze all spend in your business across a supervisory organization or team for a specified date range.
  1. From the related actions menu on a supervisory organization or region, select
    Worker Spend
    View
    .
  2. (Optional) Select the
    Include Subordinate Organizations
     check box.
  3. Enter the date range to view spend.
  4. Review the
    Worker Spend by Workers Assigned to Organization
     box to analyze the total spend from transactions originating from workers:
    Field
    Description
    Calculation
    Total Spend
    The total spend for:
    • Approved expense reports.
    • Purchase orders.
    • Supplier invoices.
    • Procurement card transaction verifications.
    Sums the
    Extended Amount
     value on Approved:
    • Expense report lines that are for workers and contingent workers managed by workers in the organization.
    • Purchase order lines and
      Issued
       but noninvoiced purchase order lines sourced from requisitions in which workers or contingent workers managed by workers in the organization are the requester.
    • Supplier invoice lines sourced from a purchase order line sourced from requisitions in which workers or contingent workers managed by workers in the organization are the requester.
    • Procurement card transaction verification totals.
    Contingent Worker Timesheet Total
    The total spend for approved timesheets logged by or on behalf of contingent workers.
    Sums the total amount on
    Approved
     timesheet (receipt) lines for a contingent worker.
    Total Worker Burden
    The total spend burden of workers and contingent workers. Spend data for workers includes:
    • Payroll
    • Compensation
    • Taxes
    • Benefits
    Spend data for contingent workers includes timesheets only.
    Sums the:
    • Gross amount, employer paid taxes, and employer paid benefits on completed payroll results for a worker.
    • Total amount on
      Approved
       timesheet (receipt) lines for a contingent worker.
    Total Business Assets
    The total spend on business assets for workers.
    Sums the unit cost (purchase amount) of business assets assigned to workers.
  5. Review this chart:
    Field
    Description
    Calculation
    Spend by Category for Workers Assigned to Organization
    The spend totals by spend category for transactions entered by or on behalf of workers.
    From the related action menu from any spend category, you can also view year-to-date and 12-month spend totals of:
    • Expense reports
    • Purchase orders
    • Invoices
    Aggregates spend by spend category for
    Approved
    :
    • Expense report lines that are for workers and contingent workers managed by workers in the organization.
    • Purchase order lines and
      Issued
       but noninvoiced purchase order lines sourced from requisitions in which workers or contingent workers managed by workers in the organization are the requester.
    • Supplier invoice lines sourced from a purchase order line sourced from requisitions in which workers or contingent workers managed by workers in the organization are the requester.
  6. Review this chart:
    Field
    Description
    Calculation
    Spend by Type for Workers Assigned to Organization
    The spend totals by spend type for transactions entered by or on behalf of workers. Spend types include:
    • Expense reports
    • Purchase orders not yet invoiced
    • Supplier invoices
    Aggregates spend by business document type for
    Approved
    :
    • Expense report lines that are for workers and contingent workers managed by workers in the organization.
    • Purchase order lines and
      Issued
       but noninvoiced purchase order lines sourced from requisitions in which workers or contingent workers managed by workers in the organization are the requester.
    • Supplier invoice lines sourced from a purchase order line sourced from requisitions in which workers or contingent workers managed by workers in the organization are the requester.
  7. Drill into the spend data as needed.
    You can drill by any perspective defined in your organizational structure. Drill-downs can be for one or multiple dimensions.
    Multidimensional drill-downs enable you to view any worktag you've assigned to spend elements. Different elements might have different security, so the data that displays depends on what security groups you are in.
Whenever you run these spend analytics, the results include all spend committed up to the start time.