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Key Process Metrics

How many expenses are pending approval and export?

Updated over 8 months ago

The Dashboard features a Key Process Metrics section designed to give you a snapshot of the completeness level of your expense approval and export processes.

This block includes the following functionalities:

Timeframe Selection

You can select a specific time range (e.g., last week, this month) to filter the displayed metrics and focus on recent activity.

Metrics Breakdown

The block showcases three key areas with the number of pending items in each category:

  • Pending Submissions: Number of expenses awaiting submission by employees.

  • Pending Approvals: Number of expenses submitted by employees but waiting for approval.

  • Pending Exports: Number of expenses marked for export that haven't been exported/downloaded yet.
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