Any fully reviewed claims that are The Prof Subscription Report Tab lists all claims categorized under the Professional Subscription claim item will be listed in this report.There are only two clickable buttons in this report:. This report is designed to streamline the review and exportation of these claims.
Key Features
Generate Professional Subscription Report:
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Generates a report
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of fully
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reviewed claims
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under the Professional Subscription category within the claim cycle.
Export Professional Subscription Report:
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Exports the report into an Excel spreadsheet
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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
This report includes:
Employee Name and Code.
Cost Center (Company) and Job Group details.
GL Codes and Names.
Claim Amounts.
Professional Body and Country.
The report is particularly useful for tracking membership fees or subscriptions claimed by employees and ensuring these align with organizational policies.
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Exported Professional Subscription Report
The exported report provides:
Detailed itemized data for auditing purposes.
A streamlined format for sharing across departments or integrating into financial systems.
The Prof Subscription Report Tab ensures efficient management of professional subscription claims, offering detailed tracking and export options for comprehensive oversight.