Using the Spendive dashboard and navigation
Your dashboard is the first screen you see after signing in. What appears on it depends on your role, so this article covers the standard employee view first, then the extra controls administrators see.
Reading your dashboard
Four summary cards run across the top:
Wallet Balance - funds currently available in your wallet
Reimbursement Requests - money owed back to you
Total Requests - everything you have raised
Pending Requests - items still waiting on an approver
Each card compares against an earlier period. Use the range selector at the top right (1YR, 6MN, 30D, 14D, 24H, or a custom date) to change what that comparison covers.
Quick Actions
Below the cards, Quick Actions start the five most common tasks without navigating first: Purchase Request, Item Request, Expense Report, Cash Request, and Reimbursement.
Finding your way around
The left sidebar groups everything else. Items with a chevron expand to show their pages:
Requests - Item Requests, Cash Requests, Payment Requests, Reimbursement, Purchase Requests
Expenses - My Wallet, Cards, Expense Reports
Projects
Procurement - Approval In Principle
Inventory - Products, Warehouses
Insights
Vendors
Administration - Company Policies, Departments, Designations, Categories, Company Settings
Press Ctrl+K (Cmd+K on Mac) or click Search in the header to jump straight to a record. The bell icon shows approvals and updates waiting on you.
Your organisation name and code, for example SPE-IDE-4515, sit at the top of the sidebar. Check this before you start work if you belong to more than one organisation.
What administrators see as well
Administrators get a wider dashboard and more menu items:
A Company Insights / My Workspace toggle, for switching between organisation-wide figures and their own work
Eight summary cards instead of four: Total Payouts, Outstanding Total, Pending Orders, Number of Orders, Avg Order Value, Budget Utilization, Pending Approvals, Overdue Payments
Eight quick actions, adding Purchase Order, Request for Quote and Bill Payment
Panels for Overall Spending, Expenses by category, Vendor Performance, Recent Orders, and RFQs & Alerts
Extra menu items: Budget, Accounting, Wallet, Users, Reports and Marketplace, plus the full Procurement and Administration menus
If a screen described here is not in your sidebar, your role does not include it. Ask your Spendive administrator to check your permissions under Administration > Roles And Permissions.
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