Skip to content
English
Kontakta oss
  • There are no suggestions because the search field is empty.

The admin dashboard

The admin dashboard shows everything that needs handling in one place: your pending expense reports, what is waiting for your approval and new cards to import. You can also turn the audit step and Co-Pilot on or off directly from here.

  • 📍 Find the admin dashboard

    1. Go to Administrate.
    2. Click Admin dashboard.

    👉 Applies to: administrators.

    🔍 What does the dashboard show?

    The dashboard is divided into sections: My Tasks, Admin Tasks, Import/Export, Actions and General Settings. Each box shows a list, or No records in this selection when there is nothing to handle.

    👤 My Tasks

    Box What you see
    My pending expense reports (My Pending Accountings) Your own expense reports that are not submitted yet, with ID, date and amounts for purchases, mileage allowance and per diem
    To approve (Accountings to Attest) Expense reports waiting for your approval, with caption and who they belong to

    💡 Expense reports waiting for you to audit are not shown on the dashboard. You find them under My > To review/approve.

    🛠️ Admin Tasks

    Box What you see
    Approval Expense reports waiting for final approval before they can be exported, with name, accounting, date and purchase amount
    To administrate Expense reports you can handle for other users, with caption, purchase amount and who they belong to
    MCC codes to link MCC codes from card transactions that are not linked yet. See MCC codes for company cards
    Users to inactivate (Disabled Users) Users whose access to Expense has ended but who have not been inactivated yet, with first name and surname

    ⚠️ A user whose access has ended still uses a license. The license is only freed up when you inactivate the person. See Deactivate users and free up licenses.

    📥 Import/Export

    Box What you see
    New Cards to Import Cards that have arrived from the bank but are not imported yet: cardholder, card number and card type
    Latest Cards Imported The most recently imported cards: card number, card name, who they belong to and card type
    Latest bank imports Bank files that have been imported, with file name and import date
    Latest exports Exports to accounting and payroll, with export format, export date, the period exported (from and to date) and payment date

    ⚙️ General Settings

    Box What you see
    Licenses Number of licenses per license type (Cards, Travel expense and mileage allowance): total, used and available
    Contact persons Your contact persons, with name and email address

    💡 Check the dashboard regularly, preferably every day if you have many card transactions.

    ⚙️ Turn features on or off

    Under Actions you see whether the audit step and Co-Pilot are turned on. Click Enable or Disable to change it. Each box also has a link to the documentation.

    Feature What it does
    👀 Auditor (the box reads Your auditor is disabled in workflow when it is turned off) Adds an extra control step to the approval flow. The auditor checks the expense report in the same way as an approver
    ⭐ Co-Pilot (Copilot) Gives accounting suggestions based on history

    ❓ Frequently asked questions (FAQ)

    Do I have to use the dashboard?
    No, but it gives a quick overview and makes it easier not to miss anything.

    Can I turn features on or off from there?
    Yes, the audit step and Co-Pilot.

    Where do I see how many licenses we have left?
    Under General Settings > Licenses. There you see the total number, the number used and the number available per license type.

    ✅ Summary

    • 📍 Administrate > Admin dashboard
    • 💳 See pending expense reports, what is waiting for approval and new cards to import
    • ⚙️ Turn the audit step and Co-Pilot on or off

    🔗 Related articles