Using Dashboard

Dashboard provides real-time analysis of transactions processed on the platform within the last 30 days. The arrow icons indicate whether a data point has decreased or increased compared to the previous period. Filter the Dashboard by:

• Period - Select a date range:
  • Today
  • Yesterday
  • Last 7 Days
  • Last 30 Days
• Legal Entity - Select an individual legal entity or all entities.

Time tracking provides insight into the average:

• TIME TO CODE - Time taken for invoices to move from New to Pending Approval status.
• TIME TO APPROVE - Time taken for invoices to move from Pending Approval to Approved status.
• TIME TO PAY - Time taken for payments to move from In Progress to Paid status.

Transaction volume is tracked by the sum and count of all:

• NEW EXPENSES - Receipts created since the previous period. This includes all receipts in In Progress status.
• NEW INVOICES - Invoices created since the previous period. This includes invoices in New and In Progress status.
• PENDING INVOICES - Invoices currently in Pending Approval status.
• NEW PAYMENTS - Payments created since the previous period.
• PENDING PAYMENTS - Payments currently in Pending Approval status.

The Volume by Transaction Type table charts all newly created transactions in a time period by their created date.

To download a copy of the data shown in the Dashboard:

1. Hover over a data point.

2. Click the three-dots icon.

3. Hover over Download and select Image or CSV File.