• Download a filtered view on Spendesk

  Spendesk offers various reporting functionalities to help you manage expenses, payments, and requests. Below is a guide to the common export tasks you may need to perform. Download Filtered Payments Use case: Download a user’s payments made using a physical card within a specified period. Steps: Option 1: Go to the Bookkeep > All Payments tab. Apply filters: Type = Physical Card Payer = [User Name] Apply the filters and validate. Option 2:Wenig Leser

• Use your Spend Trends dashboard

  The Spend Trends dashboard offers complete visibility over your company payments. You can easily improve spending and cash flow management with actionable insights. Requirements Please note that in order to view the dashboard, you must: Have funds loaded on your Spendesk wallet Be an Admin, controller, or account owner on Spendesk Access to the Spend Trends Tab To view the Spend Trends dashboard, go to your Homepage and click on "Go to dashboards" and then on the Spend Trends tab.Wenig Leser

• Data available on our Control dashboard

  Admins, controllers, and account owners can access Dashboards from their Welcome page. Here is the information available on the Control dashboard. Wallet Information List of Wallets Included in the Report The dashboard provides a list of all wallets included in the report, allowing you to track the financial status across different wallets in your organization. Receipts Management Collection of Receipts This section provides insights into the collection of receipts related to coWenig Leser