Expenses Standard Dashboards

This article provides an overview on the Expenses Dashboards available as standard in CMap. In order to have an overview of the Expenses submitted by CMap users to be approved, we recommend adding two Expenses Dashboard boxes to your Home Dashboard.

In this article, we'll look at:

  • Expenses Overview Dashboard Box
  • Expenses for Approval Dashboard Box

Expenses Overview

The Expenses Overview Dashboard box is recommended for Finance users as it enables users to view and track all Expense claims at every stage of the approval process. 

1. When you log in to CMap, you will be taken straight to your Home Dashboard, but to access this when you are in another area in CMap, press our logo  which can be found in the top left-hand corner of the page.

2. To make changes to your Home Dashboard, select Edit Mode. A blue pop-up box will appear. To add a new Dashboard Box, press Add.

3. A list of available Dashboard Boxes will appear. Scroll down the Dashboard Boxes column, and look for Expenses Overview.

4. Press the box and a blue tick will appear to show it has been selected. Press Save to add the Dashboard Box, or press Cancel to discard any changes and return to your Home Dashboard.

5. Your new Expenses Overview Dashboard Box will now appear at the bottom of your Home Dashboard.

To move this on your Dashboard, press to drag it to your chosen place and drop it when you are happy with its location.

Expenses For Approval

The Expenses for Approval Dashboard is for Line Managers and Project Managers who are second approvers so they can easily see when an Expense Claim has been submitted and requires approval.

1. To set this Dashboard box up, follow steps 1 to 3 as shown above.

2. A list of available Dashboard Boxes will appear. Scroll down the Dashboard Boxes column, and look for Expenses for Approval.

3. Press the box and a blue tick will appear to show it has been selected. Press Save to add the Dashboard Box, or press Cancel to discard any changes and return to your Home Dashboard.

4. Your new Expenses for Approval Dashboard Box will now appear at the bottom of your Home Dashboard.

To move this on your Dashboard, press  to drag it to your chosen place and drop it when you are happy with its location.

Hopefully, you can now set up the Expenses Dashboard boxes, which allows Finance users and Line managers to see an overview of the Expense claims when they log in to CMap. This is a useful tool because it makes approving Expenses much easier. Click here to read more about approving or rejecting Expenses.

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