How do I access spend reports?

From the drop down under your company name or logo on the top left of the screen, select “Settings” and then “Categories” under “Company Settings”.  The middle panel on the screen will display all the categories that are set up for you company. Select the category you would like to see a spend report for. On the right side of the screen select “Category Settings” next to gear icon and a few lines down will be the latest report from the most recent month end. Click on the date next to “Download report” to download the report.

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