Expense Audit Summary Dashboard

The Expense Audit Summary Dashboard provides a clear and concise overview of spend, employee compliance, and audit activity all within a single dashboard. AppZen uses AI to generate insights to distinguish one-off mistakes from larger trends of errors, waste, and fraud. AI-powered automatic risk identification enables managers to understand expense misconduct on teams so they can take immediate corrective action. Finally, maximize process and team efficiency by seeing how long it takes for an auditor to process and review an expense report.

Dashboard Filters


Filters allow the user to easily manipulate the charts to get a clear understanding of the data that is presented.

Date Filter - The date filter enables time filtering capabilities to your dashboard

Policy Filter - Allows the user to do a search for data based on policy.

Organization Filter - Allows the user to do display data based on an organization.

Dashboard Tabs


Within the tabs are the dashboard examples of Spend Activity, Compliance Activity, and Audit Activity.

Spend Activity - Data that derives from expense reports, AppZen uses AI to properly analyze unstructured data to provide a view of spend across, unauthorized categories, merchants, expense types, and much more.

Name of Chart

Chart Type

Description

Total Spend

Big Number

Overall spend across all orgs/policies (unless filters are used)

Credit Spend

Big Number

Spend specific to credit

Cash Spend

Big Number

Spend specific to cash

Spend by Month

Bar Chart

Spend broken down by each month

Compliance Activity - Shows a complete view of employee compliance...i.e employee spend.

Name of Chart

Chart Type

Description

Total High Risks Lines

Big Number

Total high-risk lines flagged by AppZen

High Risk by Rule

Pie Chart

Percentage of High risk is broken down by rule/model level

Total Medium Risks

Big Number

Total of medium risk lines flagged by AppZen

Medium Risk by Rule

Pie Chart

Percentage of medium risks by rule/model

Risk Line by Month

Time-series Bar Chart

A count of month over month break down of high, medium, low-risk lines

% Risk Lines by Month

Time-series Bar Chart

Percentage of high, medium, and low risk by month

High-Risk Model Volume by Month Line Chart

Line Chart

The volume of high-risk month over month. Place your cursor over the chart for further analysis

 

Unauthorized Expense Categories

Table

Shows the unauthorized item, the total amount of lines within each category, and the percentage of total lines

Audit Activity - Shows a complete view of auditor activity..i.e auditor time to action and total lines by auditor action.

Name of Chart

Chart Type

Description

Total Lines by Auditor Action

Time-series Bar Chart

Count of total lines an auditor either approved or rejected a report.

% Lines by Auditor Actions

Time-series Bar Chart

Percentage of lines an auditor has approved or rejected a report

Auditor Time to Action (Days)

Time-series Bar Chart

Shows the amount of time (by days) the auditor actioned a report (full time and part-time employees)

Configuring Charts

There are multiple charts within dashboards to help you view spend, compliance, or audit activity. However, you can modify an existing chart simply by clicking on the 3 dots in the right corner of any dashboard and selecting "View chart in explore"

On this menu, you can view the chart and all the attributes, and queries that help defines the charts data.

The key takeaways from this menu are the following:

1 - Datasource - Choosing the correct datasource for your charts is required, we have multiple datasources to choose from. For more information on our datasources go here for more information.

2 - Chart Type - This allows you to choose different chart types to display for your data..i.e. bar or pie chart.

3 - Time - Set a date range for your data. Broken down by time column, time grain, time range.

4 - Query - The query is made up of metrics, and filters to build or configure the chart you want to see. For information on how to use queries to showcase your data go to our data dictionaries or commonly used fields for examples of filters and filter values that can be used.

5 - Run/Save - The ability to run the query to see the chart output. Additionally the ability to save the chart to your dashboard.

6 - Chart Output - Once the query is set, and click on run the chart will appear on the right-hand side.

Please note: To customize the chart, the "customize" tab allows you to update the color schemes, data labels, and more.

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