Approver Dashboard

The Approver Dashboard section is specifically designed for approvers or managers responsible for overseeing expense management within the organization. It provides access to tools and features for managing user accounts, setting up approval workflows, generating reports, and configuring system settings.

1. Cards Summary

The Approver Dashboard features cards that summarize total, approved, rejected, and pending claims and advances, offering a convenient snapshot of the organization's expense management status.

2. Overall Summary

The overall summary section provides a high-level snapshot of the user's expense activities. Here's how to use this section:

• Overview: Get a quick summary of total expenses, advances, and claims.
• Insights: Use this summary to understand your overall financial position within the organization.
• Review: Monitor overall trends and ensure that all activities are up to date.

3. Amount & Department (Bar Chart)

• Overview: The Amount & Department bar chart presents a comparison of expense amounts across various departments.
• Insights: Approvers can assess department-wise expenditure trends and identify areas of overspending or potential cost-saving opportunities.
• Data Analysis: The chart facilitates data-driven decision-making by providing clear visual representations of expense distributions.

4. Recent Claims and Advances

• Overview: The Recent Claims and Advances section displays a list of the most recent expense claims and advances submitted within the organization.
• Accessibility: Approvers can easily access details of recent transactions, including claim IDs, amounts, statuses, and submission dates.
• Actionable Insights: The section allows for quick review and follow-up on pending claims and advances, ensuring timely processing and reimbursement.