We’ve upgraded Nqoodlet’s Dashboard to give you better visibility and easier control over your company’s expenses! Whether you’re a Finance Manager or a Team Member, these updates will help you manage cards, track transactions, and analyze spending effortlessly.
What’s New?
Updates For Account Managers & Finance Teams
- Quick Overview of Active Card Programs
Instantly view up to 4 active card programs directly from the dashboard, providing a clearer view of the available balance in each program.
- Interactive Spending Chart
A comprehensive chart has been added to display total expenses for each card program in your account over the last 3 months. This feature enables tracking spending trends per card program helping you better understand your expenses and make smarter financial decisions.
- Monitor Declined Transactions
With the new update, you can now view the last 3 declined transactions along with their amounts directly from the main dashboard. This makes it easier to track incomplete transactions and resolve them when needed.
- Category-Based Expense Breakdown
Now, you can categorize transactions by type to identify which spending categories consume the largest portion of your budget. This provides a comprehensive view to help you reallocate financial resources effectively.
- Track Department Spending
A newly added chart provides insights into how expenses are distributed across different departments within your company, giving you a deeper understanding of resource allocation and aiding in budget optimization.
- Full Financial Activity Overview
A dedicated section now displays the latest financial transactions, team requests, and account deposits, allowing you to monitor all financial updates conveniently from a single location.
Updates For Team Members
- Easily Track Missing Receipts
A new section in the dashboard displays required invoices for transactions completed without an attached invoice. This feature allows employees to upload invoices easily with persistent reminders, helping to reduce missing invoices and improve expense documentation.
- Quick Access to Cards
Users can now view details of up to 3 cards directly from the dashboard, making it easier and quicker to monitor balances.
- Issue New Cards Instantly
To simplify card management, users with card issuance permissions can now create a new card directly from the dashboard homepage without navigating to the cards page.
- Personal Spending Insights
A new interactive chart shows your spending trends per card over the last three months, helping you track your expenses and understand spending patterns.
- Monitor Declined Transactions
With the new update, you can now view the last 5 Declined transactions along with their amounts directly from the main dashboard. This makes it easier to track incomplete transactions and resolve them when needed.
- Recent Transactions Overview
A dedicated section now displays the latest user transactions and expenses, making it easier to track daily spending.
How Can You Benefit from These Updates?
- Easier Expense Control – Everything you need in one place for better budgeting and decision-making.
- Smarter Spending Insights – Visual reports and charts to help you track expenses effectively.
- Simplified Card Management – Issue, track, and analyze card usage with ease.
- Better Financial Compliance – Stay organized with receipts and reduce incomplete transactions.
Our latest updates are designed to help you optimize your company’s expense management. If you have any questions or need additional support, our team is here to assist you!
If you’d like to take advantage of these updates to enhance your company’s expense management, Reach out today to schedule a demo session with the Nqoodlet team and explore our platform 💳💻
