Overview
Spender Reporting allows your team to enrich transaction data immediately after a purchase, directly in the Juni app. By enabling spenders to tag transactions with Project codes, Cost centers, and other custom dimensions, you significantly reduce administrative work and ensure your bookkeeping is accurate from the start. This means less time chasing missing details and more time focusing on growth.
Note: Currently, Spender Reporting features apply to card transactions made by the spender.
How to use it:
For Admins
Set up spender settings to start collecting data from your team. You can decide which fields spenders can edit and which ones are mandatory to fill in.
Log in to the Juni web platform or mobile app
Navigate to Accounting and select Dimensions
Click on the dimension you want to edit. Optional dimensons are Tax code, Cost center, Project
Click on the Edit dimensions button in the top right corner
Toggle on Editable for spenders to allow team members to view and edit the field. This will also make the Mandatory for spenders option show up
Toggle on Mandatory for spenders if this information is required for every transaction
Repeat for all necessary dimensions
For Spenders
Expenses can now be enriched with additional context at the time of purchase, ensuring the finance team has the information they need upfront.
Open the Juni mobile app or log in to the web platform
Select the relevant transaction
If a receipt is available, take a photo or upload it under Attachments
Scroll down to the Accounting section. The fields made available by the Admin are displayed here
Fields marked with an asterisk (*) are mandatory and must be completed before the transaction can be submitted for review
Fields without an asterisk are editable but not mandatory
Once completed, the information is saved automatically
Frequently Asked Questions
What happens if a mandatory field is left empty?
What happens if a mandatory field is left empty?
The transaction will be flagged as incomplete. Admins can send reminders to spenders to fill in missing mandatory information
Can spenders edit Tax codes and Account codes?
Can spenders edit Tax codes and Account codes?
Technically yes, if enabled by the Admin. However, we recommend keeping these fields hidden for spenders to maintain accounting accuracy.
Which fields are currently supported?
Which fields are currently supported?
In this version, you can configure Project codes, Cost centers, and Custom dimensions. Fields for Representation and Participants will be available in a future product update.
Does this work for all transactions?
Does this work for all transactions?
Currently, Spender Reporting features apply to card transactions made by the spender.