Spend Dashboard Overview – Knowledge base

The Spend Dashboard is your central hub for managing all things related to business expenses.
Whether you need to create an expense claim, submit a report, approve pending requests, or analyze company spending, the dashboard gives you everything in one place.

It’s designed to help:

Employees → Quickly submit expense claims and reports.
Team Managers → Review and approve team expenses easily.
Admins → Gain complete visibility into organization-wide spending patterns.

1. Quick Navigation Shortcuts

At the top of the dashboard, you’ll find quick shortcuts to jump directly to forms or actions:

Shortcut	What It Does
🧾 Create Expense Claim	Opens the Expense Claim form instantly to submit a new claim.
📄 Create Expense Report	Opens the Expense Report form to prepare and submit reports.
✈️ Book a Flight	Opens the Travel form to book new travel
💳 Top Up Wallet

💡 Tip: These shortcuts save time by taking you directly to the required form without browsing multiple menus.

2. Managing Pending Requests

The Pending Requests section displays all expense reports and flight bookings waiting for your action.
If you’re an Admin or Team Manager, this is where you handle approvals.

Pending Count → See the total number of reports awaiting your approval.

👁 View Report → Open the full report for review (will be redirected to the Expense Reports page. Click here to get the full details.

⚙️ Three-Dot Menu Options:

✅ Approve → Confirm approval of the report.
❌ Reject → Decline the request with a confirmation prompt.
🔄 Return for Correction → Request edits before approval.
🔗 Copy Link → Share the report link directly.
🖨 Print → Download or print the report

3. Analyzing Spending with Charts

The dashboard provides analytical charts to help you understand spending trends and make better financial decisions.

3.1 Reporting Dates

Expenses are categorized by report submission date, not spend date.
Example: If you spent in May but submitted the report in June, it will appear under June.

3.2 Date Range Filters

Easily filter expenses by:

📌 This Month / Last Month

📌 This Quarter / Last Quarter

📌 This Year / Last Year

3.3 Org-Wide vs. Team-Wide View

Admins: Can toggle between organization-wide and team-specific data.
Team Managers: Can only see team-wide data.

3.4 Key Insights & Charts

Chart	Description	Who Can View
Total Spends	Shows submitted + approved spends with % changes.	Admins & Managers
Approved Claims Spend	Displays approved claims only.	Admins & Managers
Card Spends	(Upcoming feature)	—
Travel Spends		—
Top Spend by Category	Shows top 3 categories with optional submitted-expenses toggle.	Admins & Managers
Top Spend by Team	Shows top 3 teams with highest spends. Hidden if viewing team-only data.	Admins only