The Project Report
Certify AP has a large set of reports which enable administrators and managers to analyze spend data. If your company uses Projects within Certify AP, you'll have access to the Project Report. This is a permission based report which allows users to gain real-time visibility in project spending.
This article will show you, an Accounts Payable Administrator, how to access and run the Projects Report.
- On your Emburse Professional homepage, click the down arrow next to Emburse Professional then click AP.
- This is your Certify AP dashboard. Click the Reporting tab.
- In the Spending Reports box, click Project Report.
- First, choose to list the report by Department or Project.
- Choose your Department from the drop-down menu.
- Choose a Date Range by entering one in manually, or choosing one from the drop-down menu.
By checking the Consolidate checkbox, the report will include any information on the child departments within your chosen department.
- Choose what transactions to include within the report by clicking their respective checkboxes.
- When you're finished entering the report criteria, click Run Report.
- Your report results will show below. Click Export to Microsoft Excel to save the report to your computer.
- To obtain GL detail, click the Amount Spend link.
- Click the Account Number to view a list of transactions.
- Click the PO Number to obtain further details about the transaction.
- The Purchase Order Details page will appear.