Track Spend for a Company

From the related actions menu of a company, supervisory organization, or region select

Worker Spend

View

.

(Optional) Select

Include Subordinate Organizations

.

Enter the date range to view spend.

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	Total spend entered by or on behalf of workers for: Approved expense reports. Purchase orders. Supplier invoices. Procurement card transaction verification.	Sums the Extended Amount value on Approved : Expense report lines from workers and contingent workers. Purchase order lines and Issued but noninvoiced purchase order lines sourced from requisitions in which workers or contingent workers are the requester. Supplier invoice lines sourced from a purchase order line that was sourced from requisitions in which workers or contingent workers are the requester. Procurement card transaction verification totals.
Contingent Worker	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) 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.

Review the

Worker Spend Tagged with Organization

box to analyze the total spend from transactions that are for the company:

Field	Description	Calculation
Total Spend	The total spend for: Approved expense reports. Purchase orders. Supplier invoices. Procurement card transaction verifications. This includes transactions entered for the company regardless of the creator. It also includes both purchase order and nonpurchase order lines.	Sums the Extended Amount values: Approved expense report lines. Approved purchase order lines. Issued but noninvoiced purchase order lines. Approved supplier invoice lines. Approved procurement card transaction verifications.
Contingent Worker Timesheet Total	The total spend for approved timesheets.	Sums the total amount on Approved timesheet (receipt) lines for contingent worker purchase order lines.
Total Business Assets	The total spend on business assets.	Sums the unit cost (purchase amount) of business assets.

Review this chart:

Field	Description	Calculation
Spend by Category Tagged with Organization	The spend totals by spend category for transactions. 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 the Extended Amount on: Approved expense report lines Approved purchase order lines. Issued but noninvoiced purchase order lines Approved supplier invoice lines.

Review this chart:

Field	Description	Calculation
Spend by Type Tagged with Organization	The spend totals by spend type for transactions. Spend types include: Expense reports. Purchase orders not yet invoiced. Supplier invoices.	Aggregates spend by spend type for the Extended Amount on: Approved expense report lines. Approved purchase order lines. Issued but noninvoiced purchase order lines. Approved supplier invoice lines.

Drill into the spend data as needed.

You can drill by any perspective defined in your organizational structure. Drill-downs can be for 1 or multiple dimensions.

Multidimensional drill-downs enable you to view by 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.