After choosing the date range, Roles mentioned above will be able to view, analyze and download the following data:
📖 Collection of receipts
- Collected receipts
Check the ratio of weekly/monthly collected receipts when it comes to company payments.
- Average days to provide receipt on a payment
- % of receipt collected
⌚️ List of receipts late
Evaluate the impact of the receipt rules set up by your company (number of receipts/number of days until they're late) by checking which users has a lot of receipts late without being blocked.
Here you'll find a list with user names, descriptions, their number of late receipts, and number of days.
🎲 List of active control rules
Have an overview of the control rules you’ve set up with the number of users on each of them.
🚨 Users currently restricted (too many late receipts)
Users submitted to a receipts rule, and which have too many late receipts. Their means of payments are blocked, apart from subscriptions.
⚙️ Users restricted over the last month
Who got restricted over the past month, and how many times.
🔎 Approval process
🔍 Requests auto-approved
Easily check if the spending policies set on each user are correct
-> How many expenses were auto-approved, and for which amount?
💆 Requests waiting for approval for more than 7 days per approver
Identify which approvers are potentially blocking the approval process.
Pending requests older than 7 days
Advanced settings on physical cards
💳 % of physical cards with advanced restrictions applied (day/hour or categories)
List of users with restrictions on transaction categories
User Name / Team / Category name
Users with restrictions on day/hours
User Name / Days of the week with restrictions
🚫 Rejected transactions because of restrictions
Check which transactions have been rejected based on the restrictions set up on the card.
Use your dashboard
Download information at any time
On the settings logo in the top-right corner of the screen, select "Download".
You can also use Cmd+Shift+D.
Hint : it's the one in the middle.
Choose your export format (i.e CSV or PDF) and format (i.e A0, A4...).
✏️ Note that you can choose to arrange dashboard tiles in a single column.
Read/Update the information
If you need to update the dates or data, it's possible to refresh it using the arrow in the top-right corner of your dashboard, first left on this image:
