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Bromcom Finance: Reports to assist with Financial Audit processes

Please see below for suggestions of reports which can assist you with exporting data for financial audits.

Budget Monitoring

Modules > Finance > Budgeting > Budget Variances

Add/remove columns on the right hand side, right click to Export to CSV/Excel.

Staff Commitments

Modules > Finance > Staffing > Salary Projections

In the top right hand corner, select ‘Grid View’ and this will show individual staff and their estimated salaries, salary paid and variances. Add/remove columns on the right hand side, right click to Export to CSV/Excel.

Staff Absence

Reports > Administration > Staff Absence Report

Purchase Orders/Invoices and Outstanding Commitments

Modules > Finance > Accounts Payable > Purchase Order

Use filters on the left to select order status.

Modules > Finance > Accounts Payable > Invoices and Credit Notes

Add/remove columns on the right hand side, filter on status, right click to Export to CSV/Excel.

Staff Joiners and Leavers

Staff List Page, add columns for Joining Date and Leaving Date, add filters to the individual columns to filter on date. Use ‘Search Filters’ to set an active date or pull through leavers.

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