The user dashboard gives you an overview of everything happening in your SRXP account
The user dashboard gives you an overview of everything happening in your SRXP account, from your pending tasks and notifications, to your declared reports and spending.
If you have access to different companies in SRXP, you no longer need to go from one to another checking if any expense report requires your attention. Now you can see all your tasks and other useful information in a single view.
The dashboard is divided in two main blocks. While the upper block (My pending tasks and My Notifications) is available to submitters, approvers and exporters, the lower block is only available to submitters (My reports and My spending).
My pending tasks:
My pending tasks shows all those reports that require your attention for all your company accounts. What is the definition of a task?
- For the submitter role: Your own unsubmitted and rejected reports.
- For the approver role: Your colleagues' reports that need to approved.
- For the exporter role: All approved reports ready to be exported to your accounting system.
My reports shows your own expense reports, regardless of the report status or company they belong.
Use the filters above the table to find the report you are looking for. Please note that the period filter goes back a maximum of 12 months. If you need to access reports older than 12 months, you will need to go to Submit and select Reports overview.
In addition, from the dashboard itself you can create new reports. If you have access to different company accounts in SRXP, after clicking + Create new report, make sure to select the right company.