Reporting for Managers

The manager reporting feature gives managers visibility of expenses they’ve reviewed and the ability to create custom live reports and insights of their team's expenses.

Live Reports

As a manager, not only can you view expenses awaiting your approval in your ‘Inbox,’ you also have visibility and reporting abilities for expenses that are in the ‘Pending’ or ‘Approved’ sections.

Inbox - All expenses awaiting your review. 

Pending - All expenses that are not yet 'final approved,' but not awaiting your review

Approved - All expenses that have been given final approval by an Admin. 

Custom - Use the advanced filter function in Abacus to create and save custom live reports that will update in real-time. 

Using Insights to Visualize your Teams' Expenses

In addition to live reports, managers can filter their teams' expenses and use the Insights feature create charts and graphs for an at-a-glance view of expenses. 

Visibility - What expenses can I see as a manager?

As a manager, you will have visibility of expenses submitted by anyone on your team from the time you are set as their manager.* You will also see your own expenses in the 'Pending' and 'Approved' sections. This is to ensure that you can most accurately report on your teams spend.

*Expenses that skipped or bypassed a manager's approval will only be visible if the expense was skipped or bypassed on September 18th, 2018 at 12:00pm onward.

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