View all your company SaaS expenses in Torii, see how much is spent on the different apps, and where you can save money

Overview

One of Torii's capabilities is reconciling data from multiple data sources. Your SaaS financial data is one of these data sources. Importing your SaaS expenses into Torii will enrich your SaaS inventory with the cost of each tool.

Importing your SaaS costs into Torii has several benefits:

1. Visualize your SaaS expenses
2. Uncover Shadow-IT
3. Find paid applications that are underutilized or no longer in use.

How to view Expenses?

You have a few ways to view your expenses in Torii, and each one provides you with different insights.

• View the expenses overview from the Expenses page, get a complete picture of your app's costs at a company level, and more.
• From the Applications page - See the app's expenses along with usage and additional details.
• From a specific application - Drill down to the app expenses

Expenses page

The Expense page provides you with an overview of all SaaS expenses.

See how much you spend each month on the different apps, upload expenses report, and save money by having the complete financial picture at your fingertips.

On the "Expenses" main page, you will find 3 tabs:

• Overview - Will be covered in this article 
• Matching rules  - This allows you to configure rules to fine-tune your expenses reporting
• Expenses files - Displays the manually uploaded expenses

Overview tab

1. Go to the Overview tab.
2. See the monthly SaaS expenses summary view and how you spend in each category.
3. Note that you can very easily browse and change the viewed month
4. See a yearly expenses graph divided by months. Hover over the month to see the expense for this month and also get a pick as to how much costs were reduced or increased per month.

5. Under PAID APPLICATION, you can view all organization's expenses per app. Note that PAID APPLICAITONS presents only applications with expenses, not all applications.

• • a - See the expenses from the last three months
  • b - Total of the last 12 months
  • c - Trend graphClicking on a specific app will take you to this application expenses page.

Applications page

1. Here at the first view, you can see all the organization apps and sort from highest to lowest expenses.

2. Click on an expense to see the complete application expense information.

   

    

View a specific application expenses

Getting to specific application expenses

1. From Applications >> select the app.

2. From Expenses >> select the app.

   

3. From the Expenses tab, view the expenses.

   

In the application page>> Expenses tab, you can see:

1. The total application expenses for the last 12 months (available from all pages)
2. The application expenses per month
3. The source from which the data is received, in this case; Expenses files & Netsuite
4. The specific application activity- all expenses imported to Torii, Automatic & Manual

You can recognize the expenses types in the EXPENSE ACTIVITY list, depending on the data import method:

1. Automatically import SaaS expenses into Torii by connecting your ERP/Expense system like Netsuite or Expensify into Torii (search for the desired app in our help center and follow the integration instructions)
2. Manually import the expenses by uploading the expense report
3. Via API

How can you recognize the expense source?

On the Expenses page, you can see:

1. Manually or via API uploaded expenses that are marked by an icon and the file type name

2. The expenses from the integrated app, in this case, Bill.com

   

3. At any point, you can update or archive any transaction

   

Learn more about expenses at Torii

• Introduction to SaaS Expenses in Torii

• How to add expenses manually - learn how to upload your expenses to Torii using XLSX/CSV files

• How Torii handles expenses duplication (Deduplicate)
  Torii's robust algorithm can bring expenses from more than one source. However, be rest assured that we also know how to handle duplicated expenses (Same expense from different sources).

• What are Matching Rules and How to Use Them
  Torii has a sophisticated matching algorithm that automatically matches transactions to apps.

  As with any algorithm, you might want to tweak the matching to better suit your needs; this is where matching rules come into play.

  • Match rule - To make sure no expense is missed.

  • Ignore rule - Ensure no unnecessary expense appears in your expense report.