Customising your spend dashboard

Last updated on Mar 09, 2021


Each account user with access to the web portal can customise the dashboard by both selecting which widgets to show, and also the data filters to apply for each chart.

Chart filters

Filter each chart by clicking the filter buttons under the chart title. Your preferences will be automatically saved.

Receipt Stash dashboard charts

Widget visibility

Choose which dashboard widgets to display or hide by scrolling to the bottom of the dashboard page and clicking on the green Edit dashboard link. A list of dashboard components will appear where you can toggle the visibility of each dashboard widget. Your preferences will be automatically saved.

Edit your spend dashboard Edit dashboard options