Insights in the Credit Cards Section
In the Insights section, you as a Card Manager or Administrator get a structured overview of how company credit cards are used.
You can find this section under Credit Cards → Insights.
Overview of Key Metrics
At the top of the Insights page, you see central metrics:
Cards in use: Total number of active credit cards.
Card expires in 30 days: Cards that need to be renewed soon.
Available: Remaining card limit in the current billing period.
Monthly limit: The total configured limit.
Spent: Transactions already made in the current period.
These metrics help you monitor limits and identify expiring cards in time.
Spending Overview
In the Spending Overview, you analyze all credit card transactions and filter them according to your needs.
You can filter by:
Time period (e.g. last month or a custom date range)
Category (e.g. Travel, Software, Marketing)
Cardholder, card label, or the last four digits of the card number
Payee (merchant)
You can combine multiple filters.
For example, filter by a specific cardholder and additionally by the category Travel expenses to analyze travel spending in detail.
Missing Receipts
In the Missing Receipts widget, you see which cardholders still need to upload receipts for their transactions.
Select a time period, such as the current month or the last 7 days, to view the number of missing receipts per person.
As an Administrator, you can click the email icon to send a reminder directly.
Typical Use Cases
Monthly Controlling
At the end of the month, you review:
Total spending
Spending per category
Missing receipts per cardholder
Accounting Preparation
Filter by a completed period and check:
Receipt completeness
Unusual expenses
Category distribution
Budget Monitoring
Use the Available metric to see how much of the monthly limit has already been used.