Abacus Navigation Tour
Is it your first time using Abacus or maybe you need a refresher? Let's take a tour of Abacus!
As an Abacus user, you will have access to different pages and features depending your role:
Member Role
All Abacus users have access to Member role functionality.
As a Member, when you log into Abacus, you will see your Personal Dashboard, which shows your cards and any transactions or expenses that need your attention.
Personal Sidebar
You can use your Personal sidebar to navigate to different pages within Abacus:
- Transactions: On this page, you will see transactions from any corporate or personal cards you have added to Abacus. You can add details to your transactions and submit them for approval on this page.
- Cards: On this page, you can see any cards you currently have added to Abacus and add personal cards.
- Reimbursable Expenses: This page allows you to add and submit reimbursable expenses, which are expenses that you have paid for yourself that your company needs to pay you back for.
- Trips: This page allows you to create trips of your own or view trips created for you by your admin in order to organize your travel expenses.
- Receipts: This page contains any emailed, uploaded, or stored receipts for you to attach to future expenses.
- Spend Policy: On this page, you can view your company's expense policy, which informs what you need to include in your expenses.
Personal Settings Page
Your Personal Settings Page page is where you can go to add a bank account, edit your email or password, adjust your notification settings, and view your bank transfer history.
To access your Personal Settings page, click your name in the top right corner and select Personal Settings.
Admin Role
As an admin, whenever you log into Abacus, you’ll find yourself on the Admin Dashboard.
Admin Sidebar
You can use the Admin sidebar at left to navigate to different pages within Abacus:
- Card Requests: On this page, you will see all card requests from your team.
- Transactions: On this page, you will see all corporate card transactions from your team.
- Team Cards: On this page, you can view all corporate card activity. You can add/manage your card programs, skip, submit or export corporate card transactions as well as send reminders to your team.
- Reimbursable Expenses: This page allows you to view and approve reimbursable expenses, which are expenses that employees have paid for themselves that the company needs to pay them back for.
- Trips: This page allows you to create and organize expenses related to a business trip. They help Admins monitor travel spend, as well as speed up the review and approval process.
- People: On this page, you can invite new members, organize users into groups, change their permissions or deactivate an account.
- Spend Policy: On this page, you can build custom rules, routes, and display your organizations expense policy detail.
Personal Sidebar for Admins
As an Admin, you can access the Personal navigation sidebar and pages described above by clicking Personal in the sidebar.
Company Settings
The Company Settings page is where you will go for any organization wide settings. From here you can make changes to company information, view the bank transfer history, set up your accounting sync, manage your categories, and manage custom Team Fields and Expense Fields.
To access the Company Settings page, click the gear in the top right corner.
Manager Role
If you are assigned as a Manager or have been included in an approval route then you will have access to the Manager sidebar.
You can use the Manager sidebar at left to navigate to different pages within Abacus:
- Card Requests: On this page, you will see all card requests from individuals you are marked as a manager for in Abacus.
- Transactions: On this page, you will see all corporate card transactions from individuals you are marked as a manager for in Abacus or that are routed to you according to approval rules.
- Reimbursable Expenses: On this page, you can view and approve reimbursable expenses from individuals you are marked as a manager for in Abacus or that are routed to you according to approval rules.