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Dashboard

What Is the Dashboard​

The Dashboard provides an overall view of enterprise funds, Budgets, and card resources, including fund distribution, Budget and resource summaries, and usage trends.

Why Check the Dashboard First​

Administrators can first determine whether an issue is insufficient funds, insufficient Budget allocation, or insufficient card resources, then open the relevant details page instead of checking pages one by one.

How to Use the Dashboard​

Fund Overview and Distribution

Budget and Resource Overview

Messages and Personal Access​

The upper-right corner provides access to tasks, notifications, language, and the personal account. When a bulk task, exported file, or security event has a new status, check the notification first, then open the relevant list.