diff --git a/content/applications/finance/expenses.rst b/content/applications/finance/expenses.rst index e8184c5c6a..7c50a893fd 100644 --- a/content/applications/finance/expenses.rst +++ b/content/applications/finance/expenses.rst @@ -91,6 +91,7 @@ in Price `. Taxes will be automatically configured if t - :doc:`expenses/post_expenses` - :doc:`expenses/reimburse` - :doc:`expenses/reinvoice_expenses` + - :doc:`expenses/expenses_analysis` .. toctree:: :titlesonly: @@ -101,3 +102,4 @@ in Price `. Taxes will be automatically configured if t expenses/post_expenses expenses/reimburse expenses/reinvoice_expenses + expenses/expenses_analysis diff --git a/content/applications/finance/expenses/expenses_analysis.rst b/content/applications/finance/expenses/expenses_analysis.rst new file mode 100644 index 0000000000..a34aaaec89 --- /dev/null +++ b/content/applications/finance/expenses/expenses_analysis.rst @@ -0,0 +1,75 @@ +================= +Expenses analysis +================= + +It is important for companies to track expenses so they have an understanding of their expenses and +can identify trends. Expense reporting allows for detailed information, such as which expense +categories are reimbursed the most, which employees incur the most expenses, and if there are any +periods of time that tend to incur more expenses as opposed to others. + +View expense analysis report +============================ + +To view the default *Expenses Analysis* report, navigate to :menuselection:`Expenses app --> +Reporting --> Expenses Analysis`. The :guilabel:`Expenses Analysis` report displays all expenses for +the current year, in a stacked bar chart, grouped by month. + +.. image:: expenses_analysis/default-report.png + :alt: The default stacked bar chart for annual expenses, grouped by month. + +View expenses by employee +========================= + +It is possible to view the data so that the total cost of expenses *by employee* is visible. To view +the report in this way, navigate to :menuselection:`Expenses app --> Reporting --> Expenses +Analysis`. Next, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon to view the data in a +pivot table. + +This presents the data with the *employees* populating the rows, and the *total monthly expenses* +populate the columns. Next, click :icon:`fa-minus-square-o` :guilabel:`Total` at the top of the +monthly columns to hide the individual monthly totals, and present only the *total* amount for the +year. + +To present the data in either ascending or descending total, click the :guilabel:`Total In Currency` +box, and the information is organized first in ascending order, starting with the smallest amount. +Click :guilabel:`Total In Currency` again to reverse the order, and present the highest amount +first. + +.. example:: + In this example it can be determined that :guilabel:`Mike Smith` has the highest amount of + expenses, totaling :guilabel:`4,216.44`. This is almost seven times higher than :guilabel:`Ronnie + Hart`, who has the second highest expenses, with a total of :guilabel:`644.74`. + + .. image:: expenses_analysis/by-employee.png + :alt: A pivot table with the information shown by employee, in descending order. + +View expenses by category +========================= + +It is possible to view the data so that the total cost of expenses *by category* is visible. To view +the report in this way, navigate to :menuselection:`Expenses app --> Reporting --> Expenses +Analysis`. Next, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon to view the data in a +pivot table. + +This presents the data with the *employees* populating the rows, and the *total monthly expenses* +populate the columns. Next, click :icon:`fa-minus-square-o` :guilabel:`Total` at the top of the +employees column. Click :icon:`fa-plus-square` :guilabel:`Total` that appears in place of +:icon:`fa-minus-square-o` :guilabel:`Total`, revealing a drop-down menu of options. Click +:guilabel:`Category`, and the expense categories now populate the rows. + +Next, click :icon:`fa-minus-square-o` :guilabel:`Total` at the top of the months column to hide the +individual months, and only show the annual total for each category. + +To present the data in either ascending or descending total, click the :guilabel:`Total In Currency` +box, and the information is organized first in ascending order, starting with the smallest amount. +Click :guilabel:`Total In Currency` again to reverse the order, and present the highest amount +first. + +.. example:: + In this example it can be determined that the company spent the most on travel expenses, with the + expense category :guilabel:`[TRANS & ACC] Travel & Accommodation` incurring :guilabel:`2,940.00` + of expenses for the year. The company reimbursed mileage the least, with only :guilabel:`229.69` + in :guilabel:`[MIL] Mileage` expenses. + + .. image:: expenses_analysis/by-category.png + :alt: A pivot table with the information shown by catrgory, in descending order. diff --git a/content/applications/finance/expenses/expenses_analysis/by-category.png b/content/applications/finance/expenses/expenses_analysis/by-category.png new file mode 100644 index 0000000000..92cfb53ec9 Binary files /dev/null and b/content/applications/finance/expenses/expenses_analysis/by-category.png differ diff --git a/content/applications/finance/expenses/expenses_analysis/by-employee.png b/content/applications/finance/expenses/expenses_analysis/by-employee.png new file mode 100644 index 0000000000..ac6ab4b91e Binary files /dev/null and b/content/applications/finance/expenses/expenses_analysis/by-employee.png differ diff --git a/content/applications/finance/expenses/expenses_analysis/default-report.png b/content/applications/finance/expenses/expenses_analysis/default-report.png new file mode 100644 index 0000000000..8deb5d7621 Binary files /dev/null and b/content/applications/finance/expenses/expenses_analysis/default-report.png differ