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Expense Insights

Expense Insights turns your expense data into a spending dashboard — how much is being claimed, on what, and how much is still awaiting approval.

Open the Reports & Insights area and click Expense Insights under Manage. As with the other dashboards, a date-range selector in the top right controls the period shown.

The Expense Insights dashboard

Summary cards​

Across the top you get the headline numbers for the period:

  • Total Requests — how many expense claims were submitted.
  • Total Amount — the total value of those claims.
  • Approved Amount — how much has been approved.
  • Pending Requests — how many are still waiting for a decision.

Charts​

  • Spend by Category — a bar chart ranking categories (Mileage, Hotel, Fuel, and so on) by total amount, so you can see where the money goes.
  • Requests by Status — a doughnut chart splitting claims into Approved, Pending, and Rejected.
  • Monthly Spend Trend — how spending rises and falls over time.
  • Spend by Payment Method — a breakdown by how expenses were paid.

What it's good for​

  • Spotting which expense categories drive most of your costs.
  • Keeping an eye on the pending backlog so approvals don't pile up.
  • Comparing spend across months to catch unusual spikes.

For the underlying claim-by-claim data, use the Expense Report instead.