Dashboard Submitters

Getting Started with the Submitters Dashboard

Once you log into ExpensePoint, the main Dashboard will be the first thing you see. 

This informative Dashboard provides an easy-to-understand overview of your expenses and reports, helping you to manage them efficiently. 

Exploring the Dashboard

Take a moment to familiarize yourself with the layout of the application. 

To navigate between modules, click on the options at the top of the screen. 

On the left side of the screen is the navigation menu. 

Dashboard Sections

As a Submitter user, your Dashboard will include four sections: 

1. My Pending Reports 

2. Company Links 

3. Total Value of My Approved Expenses 

4. Total Value of My Approved Expenses By month

My Pending Reports

This section lists all the expense reports you have submitted that are pending approval.

The list will include: 

• Days Pending: Number of days since the report was submitted for approval. 

• Report Title: The name of the report.

• Expense Count: Total expense line items on the report.

• Amount: The total amount to be approved. This will be in your currency. 

The list will also show the total: 

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

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

Company Links

This section showcases the most important links available to you, such as company policies, SOPs, and How-To videos. Clicking any of the links from this section will open a new browser tab with the contents of that page. 

Total Value of Your Approved Expenses  

This section displays the overall amount of your previously approved expense reports. 

Total Value of Your Approved Expenses By Month 

[image of total value of … by month]
This section shows the overall amount of your previously approved expense reports split by month. This will help you understand your monthly expenses. 

Main Navigation Options 

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

• User Tasks 

• Personal Settings 

Under User Tasks, you will find these options: 

• Change Password 

• View Personal Information 

• Convert Currency 

• Application Info 

Under the Personal Settings, you will find: 

• Vendors 

• Projects 

• Notification Settings 

• Select your Language 

Logging Out

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

For information on the Approver, Administrator, or Accounting dashboard, please refer to this article. For information on the mobile app dashboard, please refer to this article.