After choosing the date range, Roles mentioned above will be able to view, analyze and download the following data:

πŸ“– 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.

βš™οΈ Users restricted over the last month

Who got restricted over the past month, and how many times.

πŸ”Ž Approval process

πŸ” 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?

πŸ’† 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

πŸ’³ % 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:




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