Task Manager Overview [user]

Users can easily keep track of pending tasks through the Task Manager section of their Dashboard.

1. Access the Task Manager

   • Navigate to the Task Manager area of your Dashboard to view any tasks requiring your attention.

2. View Pending Transactions

   • The Task Manager displays transactions that need action, including:
     • Missing memos or receipts
     • Transactions awaiting submission
     • Transactions requiring approval
     • Card reviews

3. Navigate to the Tasks Page

   • Click Tasks to go to the detailed Tasks page.

4. Take Action

   • Use the appropriate tabs to handle your tasks:
     • Submit for Review: Address missing memos or receipts.
     • Approve Transaction: Review and approve pending transactions.