Factorial makes it easy to analyze expenses from different angles so you can understand where company money is being spent. You can do this in two main ways:
1. Using the Report dashboard
- In your sidebar, go to Spending → Employee Expenses → Report
- Apply filters at the top to narrow down expenses (by employee, team, date range, project, etc.)
- Explore the interactive widgets:
- By category - see totals grouped into travel, meals, office supplies, etc
- By date - track trends across weeks or months
- By cost center - understand how expenses are distributed across departments
- By project - see costs allocated to specific projects
Each widget has a > icon in its top-right corner. Clicking it takes you directly to the detailed list of expenses behind that view.
2. Using the Expenses list view
- In your sidebar, go to Spending → Employee Expenses → Report
- Apply filters on the list to see only the expenses you need, such as:
- Category = Travel
- Date = Last 30 days
- Cost center = Marketing
- Project = Product Launch Q4
- Combine filters to refine your analysis even further
- Once you’ve set up your view, you can export it for reporting or sharing with Finance
FAQ
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Can I compare multiple categories or cost centers at once?
Yes, widgets show grouped totals, and you can combine filters in the list view.
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Can I export the Report dashboard directly?
No, only the Expenses list supports exports.
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Are breakdowns available in real time?
Yes, all views update automatically as new expenses are added or approved.