The User Allowances vs. Spending Report is up-to-the-minute report on user budgeted expenditures vs. user actual expenditures. You can view expenditures on a business unit level, or can drill down to the transaction level.
Step 1: Go to Reporting tab.
Step 2: In the General Reports section, click the User Allowances vs. Spending.
Step 3: Enter a Date Range manually, or by selecting from the -- Date Range -- drop-down menu.
Step 4: Enter a User Name/Email and choose which Transactions to include in the Report.
Step 5: Click Run Report.
Step 6: Your result will appear below. Click Export to Microsoft Excel to save the report to your computer.
Step 7: Click the dollar amount to view details about the purchase item.
Step 8: Your result will appear. Click the transaction title to view further details.
Step 9: The details for the transaction will appear.
