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The Statement Manager report allows you to track the receipt of legal and other documents when account holders submit expense claims via Spend Dynamics. The report is useful to administrators and auditors who want to ensure the appropriate documents have been provided by an account holder to support an expense claim, eg. for tax purposes.
By default, the Statement Manager report is read-only. However, if you have the User Right - Record Tax Receipts, you can edit the report by indicating receipt of tax receipts and supporting documentation, and adding receipt-related comments. If you have the User Right - Editable Reports, you can change the coding and linked receipts for those transactions in the report.
As an administrator, you control access to this report. It needs to be allocated to an appropriate report group, and employees who need to use the report need to be assigned to that report group. Note: As the report has been created primarily for audit purposes, it is important the report is not available to general account holders, managers or employees that do not need to view or use it.
