How is the spend tracking dashboard populated?
The spend tracking dashboard is automatically populated with spend data. It's based on the approved timesheet data matched against a specific purchase order (PO) reference, ensuring accurate and reliable spending tracking. To track spending against a PO budget, you simply need to add a PO value.
Admins can manage spend for a PO reference when a timesheet has been approved with that PO reference.
Non-admins can manage spend for a PO reference when they approve a timesheet with that PO reference.
When is the spend tracking dashboard updated?
The spend tracking dashboard is updated when a timesheet matched to a PO reference is approved. The update is instant, but you must refresh the dashboard to retrieve the most up-to-date information if you already have the dashboard open.
What do the various states represent?
When you have assigned a PO value, a bar will display a visual indication of how your actual spend measures up against your PO value.
Green < 40%, Amber 40-70%, Red > 70%.
What spend data do I have access to?
Client admins have access to all spend data, and non-admin users have access to spend data for the PO references they have allocated spend against.
Can I track spend against a PO in multiple currencies?
Yes, if you have spend against a single PO ref in multiple currencies, we will display these amounts in a list.