How to download the yearly report?

You can download the yearly report in .xlsx (Excel) format for all your employees. Here is how to:

• Log in to your admin dashboard
• Go to the "Validations" section then "All"
• Click on "Yearly Report" and select the year you want

• A pop-up window will open, prompting you to perform certain actions before downloading the final report
• Click on "Download"

In this report you will find several tabs: 

• The list of all Expenses (by card, in-app and reimbursement requests) of your employees for the selected year.
• The list of all payments ("top-ups") for each employee's budget, according to the budget distribution (monthly, quarterly or yearly).
• A monthly view of the total budget received, the total expenses and the remaining budget for each employee.
• A yearly view of the total budget received, the total expenses and the remaining budget for each employee.
• A view of employee's expenses by mobility category (bike, public transports, e-step...).