A dashboard called 'Equus Dashboard - Voucher Overview ' is available that allows a user to have an overview of the expense audit process. If the dashboard is active, it will be available for selection by clicking the
on the Home page.
There are 9 widgets in this dashboard.
Tile widgets
Expenses Pending My Approval: Displays the total number of expenses which are routed to the current resource for review. Widget Name: Equus Dashboard - Expenses Pending my Review (Tile)
Expenses Pending Reviews in the Last 15 days: Displays the total number of all the expenses that require a review at company level in the last 15 days period. Widget Name: Equus Dashboard - Expenses Pending Review in the Last 15 days (Tile)
Vouchers Pending Move: Displays the total number of vouchers fully audited. A fully audited voucher is defined as one that has no remaining expenses to be audited and no expenses requiring a manual review. Widget Name: Equus Dashboard - Vouchers Pending Next Move (Tile)
Expenses Audited in the last 15 days: Displays the total number of expenses that were successfully audited through the audit rules engine. Widget Name: Equus Dashboard - Expenses Audited in the Last 15 days (Tile)
Report widgets
Expenses Automatically Approved and Rejected in the Last 30 days: These 2 widgets will display a list of expense records that were successfully audited and finalized. An audited and finalized expense record is a record that the audit rule engine managed to calculate the Approved/Rejected status. Widget Names: Equus Dashboard - Expenses Automatically Approved in the Last 30 days and Equus Dashboard - Expenses Automatically Rejected in the Last 30 days
Expenses Pending My Review: This widget lists expenses that have been assessed by the audit rules engine and are ready for a manual review. The current user is the resource that is assigned as eligible to view and take action on these expenses. Widget Name: Equus Dashboard - Expenses Pending My Review
Vouchers with Pending Reviews: This widget lists vouchers that have pending manual reviews on expenses tied to those vouchers. Widget Name: Equus Dashboard - Vouchers with Pending Reviews
Vouchers Pending Next Move: This widget lists vouchers that have all been finalized - no remaining expenses to be audited and no expenses requiring a manual review. Widget Name: Equus Dashboard - Vouchers Pending Next Move