This dashboard offers a general spending overview by displaying the spending by status and by month.

The different statuses in this dashboard are: 

• Expenses in progress: the sum of all of the below categories
• To submit: Sum of expenses in status: Created, Processed, To be verified, Recalled, Rejected
• 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 level is enabled). 
• Waiting to be reported / to report: Controlled, or Approved (if Controlling level is disabled) or Completed (if both Approval and Controlling level are disabled)

Right clicking on a graph will allow you to drill through to the expenses behind the numbers, show as a table or include/exclude data.

In these dashboards, you will be able to get an overview by user, group or branch. The dashboard includes of the stage of the expenses, the country, the merchant, the top categories and a full overview of the expenses.

Next to filtering, right clicking on a graph will allow you to drill up/down, show as a table or include/exclude data.

The top spending dashboards give you insight into the users, categories, merchants, projects and trips with the highest spend.

You will also have an overview of:

• Comparison vs Usual spending: This reflects the delta of the median in the currently viewed timeframe to the All time Median.
• Expenses: The amount of expenses, both reported and not finalized.
• Avg expense: The average spend per expense.

Processing days dashboards

• Days from expense date to upload: Transaction date - Date uploaded
• Days to submit: Date last submitted - Date uploaded (unless Approval level is disabled)
• 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 (unless Approval level is disabled)

The next dashboards offer an insight in the processing days by user, approver, group or branch.

You will have an overview of:

• Average days to process an expense
• Expenses: The sum of all expenses with status Submitted, Approved, Controlled or Reported.
• Rejections: The count of rejections for this user or entity.

Good to know: The report 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.