Dashboard

The Dashboard summarizes expenses, budgets, approvals, disbursements, and other activity relevant to your role.

Dashboard types

The available tabs depend on your access rights:

• Executive provides an overview of expense, budget, approval, and disbursement health.
• Finance focuses on payment readiness, budget utilization, and disbursement activity.
• Admin summarizes users, teams, configuration, and system activity.
• Personal shows your own expenses, approvals, payments, and budgets.

Users who manage teams may also see summaries for those teams.

Use filters

1. Select Filter.
2. Set the date range.
3. Complete any additional filters, such as team, category, employee, payment method, budget, status, or currency.
4. Select Apply Filters.

Available filters vary by dashboard type. Select Reset to return to the default view.

Read widgets

Each widget shows an indicator or a summary list. Keep the following in mind:

• values and counts follow the active period and filters;
• Data unavailable means no matching data is available;
• select Refresh on a widget to update that section;
• charts help you review trends and compare groups.

Quick actions

The Quick Actions section provides shortcuts to:

• create a manual expense;
• upload a receipt;
• track your expenses.

Next

Administrators can continue to Company. Other users can go directly to Expenses.