Finance Dashboard

The Finance Dashboard gives you a complete overview of your organization's expense activity, pending reimbursements, and spending analytics.

Accessing the Dashboard

1. Click Finance in the sidebar
2. View the dashboard with key metrics
3. Drill down into specific areas

Finance Role Required

The Finance Dashboard is only visible to users with Finance or Admin roles.

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Key Metrics

The dashboard shows four main KPIs:

Pending Reimbursement

• Amount: Total dollars awaiting payout
• Count: Number of approved expenses
• Action: Click to go to Payouts queue

This Month's Spending

• Amount: Total expenses this month
• Comparison: vs. last month (% change)
• Trend: Up/down indicator

Approved This Month

• Count: Expenses approved this period
• Amount: Total approved amount
• Comparison: vs. last month

Average Expense

• Amount: Average expense value
• Context: Helps identify outliers
• Trend: Changes over time

Spending by Category

A pie chart shows expense distribution:

• Fuel - X%
• Meals - X%
• Lodging - X%
• Airfare - X%
• Ground Transportation - X%
• Other - X%

Click any segment to see expenses in that category.

Monthly Trend

A line chart shows spending over time:

• X-axis: Months
• Y-axis: Total spending
• Data points: Monthly totals
• Trend line: Overall direction

Reimbursement Queue

Quick view of items ready for payout:

Column	Description
Employee	Who to reimburse
Amount	How much
Approved	When approved
Bank Account	On file?
Action	Process payout

Top Spenders

See which employees have the highest expenses:

1. Name - Employee
2. Amount - Total this period
3. Count - Number of expenses
4. Click - View their expenses

Recent Activity

Timeline of recent expense activity:

• New submissions
• Approvals
• Rejections
• Payouts processed

Quick Actions

From the dashboard:

• Process Payouts - Go to payout queue
• Export Data - Download expense report
• View Approvals - See pending approvals
• Run Report - Generate custom report

Filtering Dashboard Data

Date Range

1. Click the date picker at the top
2. Select preset or custom range:
   • This Week
   • This Month
   • Last Month
   • This Quarter
   • Custom Range

Department

If your organization uses departments:

1. Click Department filter
2. Select one or more departments
3. Dashboard updates to show only those

Employee

1. Click Employee filter
2. Search by name
3. View individual's metrics

Dashboard Refresh

Data updates automatically, but you can:

1. Click the Refresh button
2. Or pull down on mobile
3. See last updated timestamp

Drill-Down Navigation

Click any metric to see details:

Click On	Goes To
Pending Reimbursement	Payouts queue
Monthly Spending	Expense list (filtered)
Category slice	Expenses in that category
Employee name	Their expense list

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Next: Processing Payouts →