The Expense Dashboard is full of useful information in tracking your company expenses!
Let's go take a look!
1) From your Company Dashboard, click on EXPENSES in the black sidebar on the left of your screen, which will open a drop down menu. Next, click on EXPENSE DASHBOARD.
2) A screen similar to the one below will open. There are four different sections, including:
(1) EXPENSES: THE LAST 6 MONTHS
(2) GOAL COMPLETION
(3) TOP 6 EXPENSES; and
(4) RECENTLY ADDED EXPENSES.
3) In the second section, GOAL COMPLETION, there are optional actions to be taken by clicking on the blue text. Each of the three sentences are embedded hyperlinks which will open to a new screen where you can add information to personalize your company's unique goals.
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!