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  1. Generate Professional Subscription Report:

    • Generates a report of fully reviewed claims under the Professional Subscription category within the claim cycle.

  2. Export Professional Subscription Report:

    • Exports the report into an Excel spreadsheet for:

      • Detailed financial analysis.

      • Compliance verification.

      • Integration with other reporting systems.

Example Use Case

A Finance Manager uses the Prof Subscription Report Tab to track expenses related to employees’ professional subscriptions:

  • The Finance Manager wants to identify all claims categorized under professional subscriptions for auditing purposes. They generate a detailed report and notice claims for various professional bodies such as Chartered Financial Analyst and Certified Public Accountant memberships.

  • Action: The Manager exports the report to cross-check with the organization’s budget allocation for professional development and ensures compliance with company policies.

  • Outcome: By analyzing the report, the Finance Manager discovers that all claims align with approved memberships and that there are no policy violations.

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Generated Professional Subscription Report

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