The Finance module gives your finance team a single view of all payment activity across the organization. Track reimbursements, monitor card spend, and manage payment history from one place.
Who can access Finance
The Finance module is available to users with Finance or Administrator roles only. Other users cannot see this section in the sidebar.
If you need access and do not have it, ask your organization's administrator to update your role.
Open the Finance module
- Click Finance in the left sidebar.
- The module opens to the Overview tab by default.
The five tabs
The Finance module is organized into five tabs:
| Tab | Purpose |
|---|---|
| Overview | Key financial metrics and a summary of current payment activity |
| Reimbursements | All approved reports waiting for payment |
| Card Spend | Spending breakdown by company card and employee |
| History | A complete record of all past reimbursements and payments |
| Import | Upload payment data from external sources via CSV |
Overview tab
The Overview tab displays key financial metrics at a glance:
- Total Pending: The sum of all approved reports that have not yet been reimbursed.
- Total Processed: The total amount reimbursed within the current period.
- Outstanding Advances: The total value of cash advances that have been issued but not yet settled.
These numbers update in real time as reports are processed and payments are recorded.
Use the Overview tab to get a quick read on your current payment obligations before diving into individual reports or transactions.
Note: The metrics on the Overview tab reflect data across all departments and employees in your organization. Use filters on other tabs to drill into specific teams or time periods.