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 Spending 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)