Once logged in as an Approver, Administrator or Accounting user, the main Dashboard is organized in a very similar structure as to the Submitters, except some sections:
- Reports to Approve
- Company Links
- Total Value of Expenses You Have Approved
- Total Days for Report Approval
Reports to Approve
Your Pending Reports - this section will list all the expense reports you have submitted, that are pending approvals. The list will include:
- Days Pending - total amount of days elapsed since the report has been submitted for approval
- Report Title - the name of the report
- Expense Count - total expense line items on the report
- Amount - the total amount of the expense report that would be approved. The total amount will be in the currency specified on the Expense Report.
The list will also show the total:
- Pending Reports - the count of all pending reports submitted for approval
- Value of Reports - the total value for all submitted pending reports
Total Value of Expenses You Have Approved
Total Value of Expenses You Have Approved - this section will display the overall amount of the expense reports you have previously approved. From here you can also view the graph by previous, calendar and fiscal year.
Average Days for Report Approval
Average Days for Report Approval - this section will show the average amount of days it took you to previously approve expense reports.
Main Navigation Options
The left side navigation menu on your workspace Dashboard will include the same options as the options from the Submitter’s user<link>, except one additional option:
- Change to My User View
If you are in the role of an approver, administrator, or accountant and are currently on 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, allowing you to review all the pending expense reports you have submitted.
To do that, 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.
