Via the dashboard, you can quickly access your last trips and get an overview of your trips with the charts. In addition, we inform you here when there are important innovations or system news.
You can create a new trip by clicking on the green plus sign.
Last 5 trips
The last 5 trips you have worked on are displayed. The most recently edited trip is the first in the list. This means that the trips that are important to you at the moment are only one click away.
Click on the All trips button to switch to the trip list. All trips that match the set filter are displayed here.
Via the dashboard, you can quickly access your last trips and get an overview of your trips with the charts. In addition, we inform you here when there are important innovations or system news.
You can create a new trip by clicking on the green plus sign.
Last 5 trips
The last 5 trips you have worked on are displayed. The most recently edited trip is the first in the list. This means that the trips that are important to you at the moment are only one click away.
Click on the All trips button to switch to the trip list. All trips that match the set filter are displayed here.
Under each trip is the name of the person for whom the trip was entered. In the case of a blocked person, a lock is displayed in front of the name.
Charts
You can display graphical evaluations on the dashboard. For further evaluations, click on All evaluations.
Messages
Current messages and system messages are displayed until you delete them or they are no longer relevant.
Summary
The summary lists the following data for the past 12 months:
- Number of trips in the period whose start date is in the period.
- Number of places visited in the period
- Number of nights spent in the period
- Average duration of trips in the period
- Total car kilometres travelled in the period. Motorcycle/scooters are not listed here.
- The period is shown below the sum of the reimbursement.
The summary data refers to your user selection.
My expenses or My expenses and those I manage as deputy
This tile counts your expenses under review, approved and rejected. Below, the individual expenses are listed and can be expanded. In an expanded expense, you can see who has already decided and who is still pending, the remarks and the history. For a rejected expense, you see the reason.
If you are a deputy, the tile is called My expenses and those I manage as deputy and also shows the expenses of the persons you enter expenses for. Administrators do not have this tile.
Review and approval
If the logged-in user is an approver and employees are assigned to them, this tile is displayed.
- At the top, you choose the view as on the approval page: My open reviews, All expenses in review or Already decided by me.
- The tile counts the expenses under review, approved and rejected.
- Expand an entry to see remarks, progress and history and to choose Approve or Reject directly. The dialogs are the same as on the approval page.
- Click Review and approval at the bottom of the tile to open the full approval view.
- If you have no open reviews, it says “You have no open reviews.”
Export
Administrators see the Export tile with the number of approved and exported expenses and the Start export button.
The tiles update after a decision without you having to reload the page.