Reporting for Managers

In Abacus, managers have visibility into their own expenses and the expenses of individuals they manage. 

• The Transactions page in Abacus allows managers to see corporate card transactions for connected corporate cards in Abacus. You can use this page to get a high level overview of credit card spend in real time and view historical corporate card spend for your department.  
• The Reimbursable Expenses page in Abacus allows managers to see out-of-pocket expenses that have been submitted for reimbursement in Abacus. You can use this page to get a high level overview of reimbursable spend in real time and view historical reimbursable spend for your department.  

Managers can also use saved filters to create reports that they can return back to on the Transactions and Reimbursable Expenses pages.

Transactions Reports

To see transactions from the corporate card programs connected to your Abacus account, click Transactions in your Manager sidebar.

For Managers, the Transactions page lists all of the corporate card transactions for you and your direct reports in your Abacus account. The transactions are divided into these tabs:

• Needs Review: Corporate card transactions that are awaiting your review and approval
• Pending Other's Review: Corporate card transactions that are awaiting review and approval from other Abacus users
• Awaiting Details: Corporate card transactions that have not yet been submitted for approval in Abacus by the card holder
• Completed: Corporate card transactions that have been submitted for approval and approved

You can use the filters at the top of each tab to focus in on a specific subset of corporate card transactions and you can click Export All to export your transaction details as a CSV. Managers can also use saved filters to create reports that they can return back to on the Transactions page.

Reimbursable Expense Reports

To see expenses submitted for reimbursement in Abacus, click Reimbursable Expenses in your Manager sidebar.

For Managers, the Reimbursable Expenses page lists all of the expenses submitted for reimbursement for you and your direct reports in your Abacus account. The expenses are divided into these tabs:

• Needs Review: Reimbursable expenses that are awaiting your review and approval
• Pending Other's Review: Reimbursable expenses that are awaiting review and approval from other Abacus users
• Completed: Reimbursable expenses that have been submitted for approval and approved

You can use the filters at the top of each tab to focus in on a specific subset of expenses and you can click Export All to export your transaction details as a CSV. Managers can also use saved filters to create reports that they can return back to on the Reimbursable page.

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.