Electronic purchasing card: user guide for approvers

Guidance for approvers on the Scottish Government's electronic purchasing card (ePC).


4. Reporting

SDoL allows you to run a number of reports to check expenditure.

They will be detailed below.

4.1 How to run a report

Go to Reports – Run

‘ user role – Financial – Account Summary ‘ – Approval route completion and save.

This will bring you to the report list, to run a report click on the report name you need

‘ RBS Smart Data Online account Homepage user role – running a report‘

In Frequency select the dates you want to run the report for

user role – running a report – report selection

And click Submit Request

user role – running a report – date selection

This will send you back to the Dashboard

user role – running a report – submitting request

Once the report is ready you will receive an email about it. Click the refresh button on the dashboard to view your report

user role – running a report – report dashboard’

And your report will be there. To download it, click on the name of the report

user role – running a report – report dashboard – refresh button’

Click the Download Icon

user role – running a report – report dashboard’

And click Open

‘user role – running a report – report dashboard – download a report’

Contact

Email: EPC_mailbox@gov.scot

Back to top