Dashboard - Approver, Administrator or Accounting

Getting Started with the Approver, Administrator, and Accounting Dashboard

When you log into ExpensePoint as an Approver, Administrator, or Accounting user, the main Dashboard will be the first thing you see.

The Dashboard provides a convenient overview of current expenses, reports, and related data, helping you manage your tasks efficiently and easily.

Dashboard Sections

The four sections of the Approver, Administrator, and Accounting Dashboard are:

1. Reports to Approve

2. Company Links

3. Total Value of Expenses You Have Approved

4. Average Days for Report Approval

1. Reports to Approve 

This section will list all the expense reports currently pending your approval. The list will include:

• Days Pending: The total number of days that have elapsed since the report was submitted for approval.

• Submitted By: The name of the user who submitted the report for approval.

• Report Title: The name of the report.

• Amount: The total amount of the expense report to be approved. This will be in your currency.

This list will also show the total:

• Pending Reports: Total count of all pending reports submitted for your approval. 

• Value of Reports: The total value for all reports pending your approval. 

2. Company Links

This section showcases the most important links available to you, such as company policies, SOPs, and How-To videos. Company Links is also a great place to host the web links of your preferred vendors. By clicking on any of the links in this section, a new tab will open with the contents of that page.

3. Total Value of Expenses You Have Approved 

This section displays the overall total for all the expense reports you have previously approved. From here, you can also switch the display to show data by previous year, calendar year, or fiscal year through the accompanying graph. 

4. Average Days for Report Approval 

This section shows the average number of days it took you to approve expense reports. This helps you track and manage your approval efficiency.

Main Navigation Options 

On the left side of your workspace Dashboard, the navigation menu includes: 

• User Tasks

• Personal Settings

• Change to My User View  

If you are currently using the Approver Dashboard, you have the option to switch to the Submitter User View. This enables you to access the Dashboard associated with your Submitter User role. 

To do this, click on the Change to My User View option from the User Tasks navigation menu on the left side of the screen. 

This action will switch your workspace to your Submitter user view, with all the features and functionalities available for you to create and submit an expense report and more.  

Logging Out

When you’re finished using ExpensePoint, click on the Logout button in the upper-right corner of the screen to safely exit the application. 

For information on the Submitter dashboard, please refer to this article. For information on the mobile app dashboard, please refer to this article.