MTD spend6.0%
$21K
360 lines seeded
Pending approveSLA
$38K
61 reports
Policy flagswatch
150
42 high risk
Missing receiptschase
64
37% match rate
Policy healthpts
48
clear share proxy
High risk $queue
$30K
risk ≥55%

Card vs reimburse pace

Northline · weekly

CardReimburse
$0$19K$38K$56K$75KW1W2W3W4W5W6W7W8W9W10W11W12
W2 Field kickoff SFW4 Card cycle closeW7 Customer summitW10 Policy refresh

Spend by category ($K)

all sources

33
Travel
28
Professional
23
Facilities
22
Lodging
22
Hardware
21
Training
18
Software
11
Marketing

Largest flagged lines

flag + block

MerchantAmountPol
Beacon Legal LLP$3.2KBlock
Lumen Telecom$2.5KBlock
SecureStack SaaS$2.4KFlag
Fleet Card Co$2.3KFlag
Lumen Telecom$2.0KFlag
Delta Rail$1.9KFlag
Summit Catering$1.7KFlag

Top flagged expenses

by amount

Expenses
DateMerchantOwnerPolicyAmount
08-01Beacon Legal LLPSashaBlock$3.2K
06-26Lumen TelecomPriyaBlock$2.5K
08-02SecureStack SaaSDevFlag$2.4K
06-13Fleet Card CoPriyaFlag$2.3K
05-24Lumen TelecomSashaFlag$2.0K
05-03Delta RailMiguelFlag$1.9K
05-09Summit CateringJonasFlag$1.7K
06-06Delta RailDiegoFlag$1.6K

Policy health

48 composite

48
score
Flagged lines150
Missing receipts64
Open approvals61
Receipt match37%

Root-caused alerts

symptom → cause → fix

Do this next

scored from risk + SLA + receipts

Policy risk
#194
Clear high policy-risk queue
42 lines · expected 50K
$30K at stake
#288
Chase missing receipts
32 unmatched · card cycle
$19K at stake
#382
Approve or escalate SLA breaches
49 reports ≥5d
$28K at stake
#476
Review critical anomalies
24 peer/merchant spikes
$72K at stake
Operator console