On April 10, 2023, Abacus permanently transited to our new User Interface (UI) for a more streamlined workflow. The Help Center has been updated to reflect the new User Interface.
This article shows you, an Abacus user, how to navigate the new Abacus interface.
With the new User Interface, users will see a few new pages have been added to Abacus:
- Your Dashboard
- Reimbursable Expenses
Please Note: Users who do not have defined a card program will only see the pages related to Reimbursable Expenses.
1. Your Dashboard
The personal Dashboard page allows users to manage their card programs and recent spending activity. Users can manage their Cards or add reimbursable expenses from their Dashboard.
A transactions feed appears under the Needs Attention section of a user's Dashboard. Once they are posted, transactions can be reviewed and submitted from the personal Dashboard.
As purchases are made using a corporate card, a feed of transactions will start to appear under the Transactions page. Once they are posted, transactions will need to be reviewed and submitted by the users.
3. Reimbursable Expenses
In place of the Expenses page, users now have the Reimbursable Expenses page. From here, users can submit new reimbursable expenses, and delete or edit previously submitted expenses.
With the new UI design, Administrators will see the following pages have been added to Abacus:
- Card Requests
- Reimbursable Expenses
Please Note: Administrators who have not enrolled in a card program will only see the pages related to Reimbursable Expenses.
The new Dashboard page provides Admins with a new way of looking at the spend of their organization. Administrators can use the filter categories at the top of the page to get a more refined view of spend by Category, Department, or User.
The Recent Activity section allows Admins to view expenses or card activity that may need their attention.
2. Card Requests
Administrators can now Approve or Deny card requests from the Card Requests page.
In place of the admin Inbox, which held Transactions and Reimbursable Expenses, Administrators will now see them as separate pages. As purchases are made using credit cards, transactions will start to appear under the Transactions page for approval. Admins or Managers can then Approve or Deny the transactions.
4. Reimbursable Expenses
Administrators can now view, edit, approve, or deny expenses from the Reimbursable Expenses page. The 'Needs Review' tab shows expenses ready for approval. To filter expenses, use the search bar or Advanced Filter options.