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      Vendor Expense Report in Docyt

      Table of Contents

      Accessing the Report

      1. Sign in to your Docyt account.
      2. Navigate to 'Business Reports' through the drop-down options in the top navigation menu. Select 'Expense' from the ensuing menu.
      3. Within the Expense Reports page, locate and select 'Vendor Report'.
      4. You can modify the report parameters to suit your needs by tailoring the report's timeframe, excluding rows with zero values, or using the 'Search By Name' feature to find a specific vendor.

      Please Note: Vendor Expense Report is exclusive to specific Docyt Plans. If you need access, feel free to contact support@docyt.com for help.

      Export your Report to Excel or PDF Format

      • Generate and review the desired report in Docyt.
      • To export your report to Excel or PDF format, go to the top right corner of the report page and find the three-dots menu icon (...). Click on the three dots to reveal the menu options, and from there, select 'Export as Excel' or 'Export as PDF'.
         
      • A notification will appear, indicating that the report can be downloaded from the 'Data Export' section of Docyt.
      • To download the report, navigate to the 'Data Export' section by clicking the 'Data Export' link in the notification. Click the ellipsis menu on the 'Data Export' page and select the 'Download' option.
                                                


      Understanding the Report 

      The Vendor Expense Report consists of columns displaying a list of vendors along with several critical calculation columns:

      • PTD $: This represents the 'Period-to-Date' dollar amount for each vendor.
      • PTD LY $: This refers to 'Period-to-Date Last Year', detailing expenses from the corresponding period of the previous year.
      • PTD Variance: This column indicates the variation in expenses compared to the same period last year.
      • YTD $: 'Year-to-Date' presents the total expenses accumulated for the current year.
      • YTD %: This column shows the percentage of the total expense to date for the current year.
      • YTD LY $: 'Year-to-Date Last Year' highlights the accumulated expenses for the corresponding period of the previous year.
      • YTD Variance: This illustrates the change in expenses compared to the previous year.

      The Vendor Expense Report is structured to provide a comprehensive overview of your vendor expenses, allowing you to analyze and monitor spending patterns effectively.

      Benefits

      • Streamlined expense management: Consolidate all vendor-related expenses in one report for easier budget tracking and management.
      • Cost-saving identification: Analyze expense trends and variances to identify cost reduction and optimization opportunities.
      • Enhanced vendor relationships: Make data-driven decisions based on expense insights to improve vendor relationships and negotiate better terms.

      Sample Report

      For Inaccuracies in the Report Data

      • Consult with your Docyt Account Manager for guidance and resolution.
      • For general support questions, please email Docyt support at support@docyt.com to help troubleshoot and resolve discrepancies.

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