What is the Dashboard, and what metrics does it display?
The Dashboard is the central financial control panel displaying key metrics:
· Total Balance – Overall company balance.
· Available Balance – Funds available for use.
· Hold – Amounts pending authorization.
· Card Points – Points determining card issuance limits (€50 = 1 CP = 1 virtual card).
How does the "Analytics" section work?
The Analytics section allows visualization of key financial indicators and expense tracking based on multiple parameters (daily, monthly, user-based, card-based, tag-based, and group-based). Filters by date, card number, transaction status, and other characteristics are available.
How do I manage cards in the "My Cards" section?
In this section, you can:
· Search for cards by any parameter.
· Perform bulk actions (issuance, blocking, user assignment).
· Assign/change card users.
· Monitor spending per card.