Improved reports for travel and expenses

School Business Managers and Head teachers
We have taken on board feedback about these reports and made some improvements

Travelling in the right direction

We’ve taken on board the feedback provided by managers about the travel and expenses report and have made some significant improvements.
One of the key benefits being the enhanced flexibility for managers to check these claims at a time which suits them.

Improvements requested include:

  • The ability to view previous financial years by selecting the variable screen button and changing the date range.
  • New functionality making it easier to view the data in different formats.
  • Opportunity to view the expense type and description that was added.
  • Inclusion of all mileage and expenses options.
  • The reports can be exported to Excel.
  • Stopping the automated email to managers in relation to claimed travel and expenses.

These improvements will reduce the need to contact the IBC for more information and enable managers to access this material in a timely manner.

The new report can be found in the Finance Reports catalogue of the IBC Portal by typing ‘Travel and Expenses’ into the App finder.