Manager Access & Reports
In KarmaAxis, managers and senior roles are provided with extended access to view and oversee expense submissions across their teams or the organization. This feature helps streamline approvals, ensure accountability, and support financial planning.
Access Based on Role:
1. Team Managers / Reporting Heads
- Access: Can view expenses submitted by individuals who report directly to them.
- Use Case: Useful for reviewing claims, verifying work-related expenses, and preparing for reimbursements before forwarding to accounts.
2. Top Management / Business Owners
- Access: Can view expenses submitted by any team member across the organization.
- Use Case: Enables company-wide financial oversight, helps identify spending trends, and ensures budget adherence.
3. Accounts / Finance Role
- Access: Can be granted visibility into all expenses, including breakdowns by user, expense head, vendor, contact, karma, and more.
- Use Case: Essential for integrating expenses into accounting systems, verifying claims, and preparing reports for audits or reimbursement cycles.
Expense Report Features for Managers:
Filter by Timeframe: Reports default to the current month but can be filtered by past months or custom date ranges.
Breakdown by Expense Head: Easily see how much was spent under each category (e.g., Travel, Meals, Supplies).
Breakdown by Payer:
- Employee Paid: Out-of-pocket expenses by the team member
- Paid by Colleague: Expenses shared or paid on behalf of another user
- Company Paid: Direct company transactions
Reimbursement Summary:
- Displays amount to be reimbursed to each employee
- Accounts for any advance received and shows net payable
Attachment Status:Shows how many expenses were submitted with receipts vs. without
- Export Options: Generate reports in PDF or Excel format for sharing, analysis, or record-keeping.
Permissions & Control:
- Expense viewing rights are role-based and controlled via the Admin Panel.
- Managers cannot edit another user’s expense, but can view details, receipts, and reimbursement status.
- If required, specific roles (such as a finance associate) can be granted custom access without full admin privileges.
Summary
- Managers can track team expenses without needing to request reports manually.
- Reports are structured for clarity and can be exported for offline use.
- Access controls ensure privacy and data security while supporting efficient financial workflows.