The group, a division or a company
A reader views the whole group, one division or one company. Spend rolls up by the group’s own structure, such as divisions and regions, with its allocations in and out.
Spend by structure
Each month, by the structure it had
The overview breaks the group’s spend down by any level of its structure, and each past month is reported by the structure that stood in that month.
- Billed and allocated spend side by side, never added into one figure
- Each bill’s total in the group’s currency
- A total that adds up only when every bill is converted
Divisions
Each company’s division, on every list
Every group list, from findings and bills to the inventory and orders, shows each company’s division.
- Money
- Findings, bills, disputes and rebates.
- Estate
- The inventory, sites, accounts and bundles.
- Work
- Contracts, imports and orders.
- One division
- Findings can be narrowed to one division.
- The boundary
- A division is a narrower list of companies, read under the same company boundary.
Allocation
A shared cost, split exactly
An allocation rule splits a cost into shares that add up exactly to the whole.
Links
A link’s cost is allocated to the group’s other companies, in shares that add up to the whole.
From a date
A new allocation can be scheduled to take over from a future day.
Mobile
Mobile costs are allocated to each employee and cost centre.
Said plainly
A circuit whose cost is split says so and links to its allocation settings.
Budgets
Budgets set against actuals
Across the group, budgets are listed company by company under each division’s heading.
- Over and under
- The budgets page counts the rows over and under budget, and says in words whether the difference is over, under or on budget.
- On the Overview
- The Money band sets budget against actual.
- Before an order
- The budget check sets what a request needs against the month’s budget, records the rate it used, and says there is no budget rather than showing a zero.
Reports
Reports, sent on a schedule
Reports are scheduled weekly or monthly and sent by email as a CSV file.
| Report | What it gives |
|---|---|
| Spend by structure | The billed spend of each part of the group’s own structure, with its allocations in and out. |
| Invoice register | Each bill’s total in the group’s currency; its total row adds up only when every bill is converted. |
| Scheduled reports | Weekly or monthly, by email, as a CSV file. |
| Your own dashboards | A person makes their own from a catalogue of widgets, beside the Overview, and can share one with the whole group. |
| Any list | Downloaded as CSV, exactly as filtered on screen. |
Questions
Questions about group figures
Are allocations added into billed spend?
No. Billed spend and allocated spend are shown side by side and never added into one figure.
Does an allocation ever lose or invent money?
No. An allocation rule splits a cost into shares that add up exactly to the whole.
Does the invoice register total add unconverted bills?
No. Its total row adds up only when every bill is converted to the group’s currency.
What happens to past months when the structure changes?
Each past month is reported by the structure that stood in that month, and a company’s earlier place is kept as history.
Start with one company’s invoices
Three invoices, as the provider sent them, show what Riopex reads.
Request a pilot