Can I change my dashboard view?

ExpensePlus has two dashboard views.

Our 'Process Flow' dashboard view shows you a diagram of the ExpensePlus workflow and any tasks you need to do in each module.

ExpensePlus screenshot of 'Process Flow' dashboard view

Our 'Financial Overview' dashboard view gives you a detailed real-time analysis of account balances, fund totals and administrative tasks.

ExpensePlus screenshot of 'Financial Overview' dashboard view

You can easily switch between these views using the central button at the bottom of the dashboard screen:

screenshot of 'Switch dashboard' central button

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Last updated on September 3, 2025