Admin Functions
What is the significance of "Average Approval Time" and "Out-of-Policy %" on the Admin Dashboard?
These are key Summary Metrics displayed on the Admin Dashboard: Average Approval Time measures how quickly requests are reviewed and approved, reflecting the efficiency of your approval workflow. Out-of-Policy % indicates the percentage of bookings ...
How do I adjust spending limits for a specific expense category?
As an administrator, you can adjust spending limits by editing the relevant policy in the Policy Management section. From there, you can: Set maximum allowable amounts for specific expense categories Define daily or per-transaction limits Apply rules ...
Where can I see reports on overall spending and platform usage?
You can access a range of reports from the Reports section in the admin navigation menu. These reports offer insights into travel and expense trends, policy compliance, and overall platform usage, helping administrators with financial analysis, ...
How do I add a new team or office to the organizational structure?
As an administrator, you can manage the company's hierarchy in the "Organization” tab. You can create new offices by providing details like Office Name, Address, and contact information. For teams, assign a Team Name and link it to the appropriate ...