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Chrome river invoice for small businesses

hi everyone my name is Rodrigo Katella and I am a solutions consultant with chrome River thanks for joining us today for our third webcast of chrome River splash as highlighted in the previous webcast we are going to be hosting these frequently to highlight the value that chrome River offers and our commitment to delivering features that will bring increased efficiencies enhanced agility in ongoing insights to our customers in this latest flash we are going to talk about how you can create and schedule reports in chrome River we will also showcase our expense dashboard now to begin with the most important thing that I always talk about is that the data is scattered everywhere so you have your expense data and your travel data you have with your credit card data and your invoice data your HR data um you know audit vendors you know the financial your GSA rates v80 and all of the above so our approach in chrome River to help you with that it is truly that we are bringing all those data sources together not only to configure the UI that bring to light also your policies and the things that how Chrome River can you know and hunt those business rules you know the police the operation and follow compliance but we also store your data in two different databases one in real-time that helps you close the books always even if somebody has an expense item in draft mode we're gonna be able to report on it there but we also have a columnar database also known as hyper staging to do big data queries like Big Ear you know look multiple years type selections that sometimes in the past would require to wait for a system to even shoot you an email with a report right now you can have an in screen experience directly with chrome River so let's get started you know first and foremost of analytics it's a full suite with chrome River so if you go to menu you will see that the three you know components of the suite are found we have inquiry which is where the users would personally go and get their data personally to them then we have reports which is what we're going to be talking about today and lastly but not least analytics where our expense dashboard actually lives so let's get into reports once you're into reports you will see that we here organized content we first start with favorites you may have saved up some reports as your favorites as you can see here very easily you can access those that you already have flagged as your favorites us organizing the content and then we get into expense and we often get asked you know how many standard reports do you have and here our approach is different you can have as many standard reports as you want we just organized the content so that you can access it very easily in our modern slick design that you get used to once you start using Chrome River so by example you can just have certain data and be pre-populated for approvers or you can pre-populated cash advances in all of those credit card type reporting the part that people duplicate expenses you know around the auditing but then expense analysis and so on as you can see all of these different subjects are just you know ways to access the entirety of your database so for example if I go to expense analysis we will first show you those saved versions of that same report so let me show you what I mean so if I go to create new you will see here on the report columns that these are pretty faulted so based on Chrome river's best practices we know more or less all the data items that you need to bring an expense in analysis to light but here very easily you could just drag the you know and drop the order you can just remove some of the things that may not be relevant to you and more so you can just access by clicking and add columns the entirety of your data every single data in chrome River from beginning to end of the process either by human input and alright those of your configuration will be available to you even those user defined fields as you can see in this example on screen it will be there for you to report on you can even change the name of this values on another video I can show you specifically where to go you know to do that but let's just click on add you know so that we commit to it and the first thing that I always you know try to show is just to have a question answered on screen so basically and could just run a quick query here in this case just for this month but our new feature of adding filter criteria really lets us do you know a specific you know search so if I do let's say expense owner I can just bring in the old e expenses let's say for one of my colleagues here so I'm just gonna select them very easily I can just answer hey let's just bring Gregg outwards I don't know ear today the expenses and then click on run report so immediately you know chrome River now will show you those you know that our you know specifically items you know to that criteria of core graces in Canada you see that but I want you to pay attention to this column called view report and which directly from the report you're able to access the actual receipts so this is something that I want you to remember something very specific to Chrome river that separates us from our competitors it is that in our reporting platform you go directly and can access their receipt images this works greatly for compliance type reporting etc alright so now that's how you get again you know results on screen however you can always run that same result as a pre aired as an excel file as a PDF as an active report or just receipts only this works great if you're just trying to get those receipts that were billable again using your filter criteria you can utilize that as a component just to filter the data and just get those specific images that were billable but let's just save this we can call this you know monthly you know splash report and then here you define it's just like yearly you know expenses which was my criteria here so when they click on say you can see that now it belongs to all of the ones that we have here on their expense analysis so from it there's many things you can do this is a monthly report but if you access here the options you could clone it and because you already like this report you don't need to recreate it the next version could be about the quarter then you clone it again you can make it about the year so very important you can also share this report with specific users of course you know our analytics but from we do not charge you for your licenses but we will embed security so that lets say that the people in the LA office would only see the numbers corresponding to the LA office so that way you have the peace of mind that when you share our report there's already embedded security that we went through when we were installing your instance of chrome River you can add it as a favorite of course you can go back and edit it but the one thing that I wanted to show you today is putting on a schedule so I can just put a name say you know this are like the monthly or you know yearly or whatever name you know GL worth just an example and then the frequency here's we're gonna say hey let's just send this thing on a monthly basis and then you can just set the frequency and start you know midnight I can set it to default you know a whole bunch of time there so that it's always a recurrent report send it every one more than the first let's say Monday you know of it and I wanted to get it as an excel so then the next thing is a distribution so let's say that I'm gonna get this thing you know distributed we don't you know my colleagues here just as an example you will find out the people that are gonna be a recipient and then you can put your name I say actual from because they get the email the subjects they said monthly our words you know expenses very easily and then you can decide here to get the sadness and attachment or send them as an inline message if you just want the actual values on the actual body of the email in the last part of it is the notification do you want to get a notification I just want to get it on error or I just want to get it always I forgot to put the messages you can see we will always get you to help you to get all the fields here and just say you know monthly expenses very easily like that you can just put it on a schedule and then you become more like a manager of your scheduled reports and you're ready so the chrome River reporting platform I mentioned I would show you real quick you know the actual expense dashboard this is one that at the moment that you in Access Chrome River you know for the first time and you acquire the product that's gonna come you know with it and in here it is you can have drilled on experiences I mentioned earlier that our reports will drill down into receipts but also our data visualization module would enable use with such experience so these are more like interactive dashboards that you can you know click and you know and play is the word that I use by by example here the bottom left you have what I call the aging count so very easily you will see that this are all the approvals being you know waiting and how long they're being waiting so if I click on the ones that I have been waiting three weeks you can get the list of those approvers immediately on screen you know to be able to get to them and or you know basically you can just do touch anything and it would keep drilling down so in this case if I just want to do okay I want to take a look at all these taxi receipts and then directly from it I can just get directly into the line-item receipts and you can see that very easily you can utilize Chrome River again from your actionable dashboards that provide you with results it lets you follow the compliance and keep an oversight of your operation I hope you have enjoyed this video very much truly you know we hope you find it helpful and that you learned a little more about who we are at chrome River please be sure to request a demo on our website and see how we can help automate your business processes we look forward to continuing to showcase you the best and latest and greatest of chrome rivers thank you so much have a great day