Upon logging into Emburse Spend, you will be directed to the Admin Dashboard. This dashboard offers a centralized view of your company's recent spending, card activity, and administrative tasks. It consolidates data from various areas within your organization, enabling you to monitor compliance, identify trends, and take necessary corrective actions without having to navigate through multiple menus.
The Admin Dashboard helps administrators:
- Track spending patterns and monitor financial health.
- View pending actions that require attention.
- Access insights on card usage and reimbursement trends.
- Take immediate actions such as issuing new cards or approving expenses.
Dashboard Sections
| Section | Description | Common Elements / Actions | Purpose or Use |
|---|---|---|---|
| Trend Charts | The dashboard includes month-over-month trend tracking for both your card program and reimbursements. These charts help visualize spending patterns over time. | Hover over a data point to view totals and comparison values from previous months. | Visualize and compare spending patterns over time. |
| Summary Tiles | At the top of the dashboard, summary tiles provide a quick overview of the organization’s current financial and operational status. Use this section to quickly assess overall spending health and identify items that need immediate attention. | Needs Approvals: Total reimbursable and corporate card transactions awaiting admin review. Unsubmitted Spend: Total number of expenses not yet submitted. Active Cards: The number of active cards currently in use. Cards Balance: Shows real-time available funds for your card program and is only visible if your organization uses Emburse Cards. | Quickly assess overall financial health and identify urgent actions. |
| Alerts | The Alerts panel keeps administrators informed about time-sensitive events and necessary actions by highlighting notifications related to the system and account. | Highlights sync errors requiring action, disconnected card programs, and upcoming system maintenance or policy updates. | Stay informed about time-sensitive system or account events. |
| Tasks | This section lists items that require action. Use this area to complete reviews and approvals directly from the dashboard, without navigating to separate modules. | Includes expense reports awaiting approval, card requests pending issuance, and policy exceptions that require review. | Manage expense approvals and policy reviews directly from the dashboard. |
| Spend by Top Expense Categories | This chart breaks down monthly organizational spending by expense category, helping administrators quickly see where company funds are being used most. | Hover over a data point to see category names and spend per category for the current month. The chart automatically displays the top six categories. | Identify cost drivers, monitor compliance with budgets, and adjust category limits as needed. |
| Spend by Top Teams / Expense Fields | This visualization compares monthly spending across teams, departments, or custom fields in your account, enabling administrators to identify which departments incur the highest expenses. | Use the dropdown to filter the data by team or expense field. The bar chart automatically displays up to four values for the selected field. Hover over a data point to see names and total spend for the current month. | Spot outliers, ensure fair budget allocation, and detect overspending across departments. |
| Card Management Shortcuts | Administrators can issue new cards directly from the dashboard. Select Create Card to open the quick-issue workflow for physical, virtual, or bulk cards. Administrators set spending limits and expiration rules during issuance. | Select Create Card to open the quick-issue workflow for physical, virtual, or bulk cards. Administrators set spending limits and expiration rules during issuance. | This section enables administrators to issue cards quickly, maintain control of card usage, and support employees without leaving the dashboard workflow. |