As an admin user or an expense manager in Volopay, you have the capability to oversee and manage expenses made by all employees via Volopay card.
This guide provides a comprehensive overview of how you can explore and manage all company expenses through Volopay dashboard.
Accessing the Expense Overview
To start, navigate to the Cards > Expense > Overview section. This page is typically accessible only to admin users and expense managers.
On the overview page, you will see a dashboard with a summary of expenses:
Missing Details: This indicates the number of expense entries that are pending submission policy to be completed. You can remind user's to complete the policy requirements from the missing details slider.
Total Amount: The cumulative amount of all expenses created till date by all employees.
Total Cashback: If applicable, this shows the cashback amount received on expenses made via Volopay cards.
Total Number of Expenses: The total count of all company expense submitted by employees.
Filtering and Searching for Expenses
Use the “Search” bar to find specific expenses by employee name, expense category, or other details.
The “Date Range” filter allows you to view expenses incurred within a specific timeframe.
You can sort expenses by amount using the “Amount” and "Date" column.
Expense listing
Below the expenses are listed chronologically. For each expense, the following information is available:
Date: The date on which the expense was incurred.
Category: A brief description or category of the expense (e.g., “Ledger”, “Technology”).
Employee Details: The name of the user, last 4 digits of he card, along with their position title.
Review Status: Icons indicating whether an expense needs review, is approved or flagged.
Policy Status: Icons indicating whether the expense complies with submission policy.
Generating Reports
For a comprehensive review or audit, generate expense reports by clicking on the export icon and visiting the "download” section.