OVERVIEW DASHBOARDS

Spending Overview

To submit

Sum of expenses in status: Created, Processed, Ready-for-pre-Approval, To-be-verified, Recalled, Rejected, Pre-Approved

Waiting for approval / to approve

Sum of expenses in status: Submitted

Waiting to be controlled / to control

Sum of expenses in status: Approved (if Controlling module is enabled). If disabled - shows € 0 and 0 expenses.

Waiting to be reported / to report

Controlled, or Approved (if Controlling module is disabled) or Completed (if Approval and Controlling modules are disabled)

Expenses in progress

The sum of all the above

User, Group, Branch Overviews

Reported

Expenses in status Reported, Reimbursed, SubmittedForReporting

Not Finalised

expenses in status Created, Processed, ReadyForPreApproval, ToBeVerified, Recalled, Rejected, PreApproved, Submitted, Approved, Controlled, Completed

TOP SPENDING DASHBOARDS

Spending

Sum of all expenses of the specific user (reported AND not finalized), for which Transaction Date fits within the specified date range.

vs Usual (i.e. vs Usual Spending of that user)

Reflects the Delta of the Median in the currently viewed timeframe to the All time Median. So basically if you extend it to 1000 Months...it should either show 0% or "-"

Expenses

Count of all expenses of that user (reported and not finalized), for which Transaction Date fits within the specified date range.

Avg expense

The division of Sepending over the #of expenses in the specified date range selected

Date filter

Filters expenses by Transaction Date (Expense Date)

PROCESSING DAYS DASHBOARDS

Trends Dashboard

Days from expense date to upload

Transaction date - Date uploaded

Days to submit

Date last submitted - Date uploaded (we don't support if Approval module is disabled yet)

Days to approve

Date last approved - Date last submitted

Days to control

Date last controlled - Date last approved

Days to report

Date reported - Date last controlled, or Date reported - Date last approved (we do not yet support if Approval module is disabled)

Processing days by User, Group, and Branch

The report only calculates data of the last 3 months plus the days of the current month. For example, if today is the 23rd of September, the earliest starting date you can choose is June 1st and the latest, today, the 23rd of September. If you select April 1st as the starting date, in this same example, you will still see the same data as if you choose June 1st.

Avg. Days to process by Process step

The calculation is affected also based on the 'Process step' you choose:

  • Submission - how long it takes for people to submit an expense (Average of the difference of the Date Last Submitted and the Transaction date)
  • Approval - how long it takes for people to approve the expense (Average of the difference of the Date Last Approved and the Date Last Submitted)
  • Controlling - how long it takes for people to control it (Average of the difference of the Date Last Controlled and the Date Last Approved)
  • Reporting - how long it takes for people to report it (Average of the difference of the Date Last Reported and the Date Last Controlled/Date Last Approved/Date Last Submitted depending on the approval flow and which approver levels the company has active)

Expenses

Sum of all expenses with an Expense status (either Submitted, Approved, Controlled or Reported) in the Expense History Table (number of expenses linked to that role). The date range is based on the time a specific action was taken (submission, approval, controlling, reporting) .

Rejections

Count of rejections in the history of expenses (if X rejections happened to an expense, you will see 1 in the Rejections column, because we calculate distinct expenses with rejections)

Date filter filters out expenses that had no action in the specified timeframe (no submitted, approver, controlled, other events)

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