Admins, controllers, and account owners can access Dashboards from their Welcome page.
Here is the information available on the Control dashboard.
Wallet Information
List of Wallets Included in the Report
The dashboard provides a list of all wallets included in the report, allowing you to track the financial status across different wallets in your organization.
Receipts Management
Collection of Receipts
This section provides insights into the collection of receipts related to company payments. You can monitor:
The ratio of weekly/monthly collected receipts
The average number of days to provide a receipt for each payment
The percentage of receipts collected
List of Late Receipts
Evaluate the impact of the receipt rules set by your company. This includes the number of receipts and the number of days until they are considered late.
You can check which users have late receipts but have not yet been blocked. The information includes:
User names
Descriptions
Payment types
Number of days overdue
Control Rules
List of Active Control Rules
Here, you can view an overview of the control rules you've set up, along with the number of users on each rule. This helps you keep track of rule enforcement and compliance across your organization.
Users Currently Restricted (Too Many Late Receipts)
This section lists users who are currently restricted from spending using their physical cards or requesting new virtual cards due to too many late receipts. Their means of payment are blocked except for subscriptions.
Users Restricted Over the Last Month
Track users who were restricted in the past month and the number of times they were restricted. This helps you identify recurring issues and manage restrictions accordingly.
Approval Process
Requests Auto-Approved
Easily check if the spending policies set for each user are correct. You can find out:
How many expenses were auto-approved
The amounts for which the expenses were auto-approved
Requests Waiting for Approval for More Than 7 Days per Approver
Identify approvers who might be delaying the approval process. Pending requests older than 7 days will be displayed here, allowing you to take action where necessary.
Suspicious Transactions
This section provides a list of suspicious transactions, such as mismatches between payment details and the original supplier's name.
A graph with the evolution of these transactions over time is also provided.
Advanced Settings on Physical Cards
Percentage of Physical Cards with Advanced Restrictions Applied
Track the percentage of physical cards that have advanced restrictions applied, such as limits based on day, hour, or category.
List of Users with Restrictions on Transaction Categories
Here, you can view a list of users with restrictions on specific transaction categories. The data includes:
User Name
Team
Category Name
Users with Restrictions on Day/Hours
This section lists users with restrictions on certain days or times of the week. It includes:
User Name
Days of the week with restrictions
Rejected Transactions Due to Restrictions
Check which transactions were rejected due to restrictions set on the cards or unauthorized categories.
Using Your Dashboard
Download Information
You can download information at any time by selecting the date range you need and then clicking on the appropriate icon for the report you want to download.
Choose your preferred export format (e.g., CSV or PDF) and format (e.g., A0, A4).
Update Information
If you need to update dates or data, simply use the icon designated for this action.