As an admin, you will get an overview of the spend across your organization on different merchants by all employees working across departments, projects, and reporting at various cost centres on the Spend Overview page.
You can go to this dashboard from the Organization view as shown here:
There are two sections here:
Overall Spend overview
Spend Overview Table
Overall Spend overview
This section gives you the insights to understand the trend of spending - Total Spend, Card Spend, and Reimbursable Spend.
Please check out this article to know more about the Overall Spend Overview.
Spend Overview Table
You can compare the spend over a time period for these fields:
Cards
Merchants
Categories
Employees
Projects
Departments
You can select the time period from the Date Range for all these fields.
For ex: Categories
As an admin, you need to see the employees' spending on different categories. Here, the table shows the list of categories in your org, the spending on each category and the % of the total spend. You can see the increase/decrease (% change) in the selected time period.
Similarly, you can check the spend comparison for the other fields like Cards, Merchants, Employees, Projects, and Departments.
Filters
You can apply filters to see the card spend happened on different categories, merchants, projects or by different employees and departments by clicking on the filters icon.
Select the Date range and the field on which you want to apply a filter, for example: Spend by Employees.
Select the projects for which you wish to see the comparison on various employees.
Click on Apply Filters to compare employees' spending on the projects selected.
Note: We show the assigned and reconciled card spend in this section. If there are unassigned cards or the reconciliation hasn't happened, it is not reflected.
Feel free to contact our support team at [email protected] for further information on the Admin Spend Overview page.