---
title: "Using the group dashboard for finance and operations"
slug: "using-the-group-dashboard-for-finance-and-operations"
description: "Use the Group dashboard to monitor multi-entity finance and operations: check entity funds coverage, due expenses and subscriptions, and an operations overview."
updated: 2026-10-19T12:37:28Z
published: 2026-10-19T12:37:28Z
canonical: "payhawk.com/using-the-group-dashboard-for-finance-and-operations"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://payhawk.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Using the group dashboard for finance and operations

By default, Group administrators see the Group dashboard which provides a number of options for monitoring multi-entity finance and operations.

The Group dashboard provides quick access to the following information:

- The list of all your entities in Payhawk with an overview of cards and employees.
- A status column (coverage) for each entity, indicating whether its funds are sufficient to cover its due expenses and subscriptions.
- Due expenses and subscriptions.
- An overview of all expenses that are unapproved (waiting), unreviewed, and unpaid.

![](https://cdn.payhawk.com/Help%20desk%20images%20moved/Using_the_group_dashboard_for_finance_and_operations_20250507_manual.png)

## List of entities

From the drop-down menu of each entity, you can receive information about the following:

- Number of employees in the entity. Displays both the active users in the entity and those with pending invitations.
- Number of cards of the entity. Displays both active cards and those with pending activations.
- The current available funds of the entity in their respective currencies.

![](https://cdn.payhawk.com/Help%20desk%20images%20moved/Using_the_group_dashboard_for_finance_and_operations_2_20250507_manual.png)

## Sufficient funds status

Next to the funds, a coverage column indicates whether the balance in its respective currency is sufficient to cover the spend for a selected period.

In this way, Group administrators receive information about:

- When they need to deposit funds to cover the upcoming expenses.
- The amount of needed funds.

If the current funds are enough, that is, the current funds can cover the due expenses and subscriptions, the status will be **SUFFICIENT**.

If the due expenses and subscriptions exceed the available funds, the status will turn into **INSUFFICIENT**, which will signal the administrator to deposit funds.

![](https://cdn.payhawk.com/Help%20desk%20images%20moved/Using_the_group_dashboard_for_finance_and_operations_20250507_manual.png)

Based on the information in the Group dashboard, Group administrators can do the following:

- Use the difference between funds and upcoming spending as a reference.
- Save time and navigate from this view to the respective balance when they need to make deposits just by clicking on it.​

Note that the upcoming spending does not include any card turnover forecast. Administrators can use low balance warnings on an entity level to mitigate that risk and be warned on time. In case of a warning, the status will be **INSUFFICIENT**.

![](https://cdn.payhawk.com/Help%20desk%20images%20moved/Using_the_group_dashboard_for_finance_and_operations_3_20250507_manual.png)

## Due expenses and subscriptions

The **Expenses due** tab displays the amount of reviewed unpaid bills and reimbursable expenses due before today’s date. To see all expenses the entity has to pay, click on the sum. In this way, the Group administrator can see a more detailed view of the expenses due for an individual entity.

![](https://cdn.payhawk.com/Help%20desk%20images%20moved/Using_the_group_dashboard_for_finance_and_operations_20250507_manual.jpg)

The **Subscriptions due** tab displays the amount of upcoming subscriptions due during the current month. To see all upcoming entity subscription payments, click on the sum.

![](https://cdn.payhawk.com/Help%20desk%20images%20moved/Using_the_group_dashboard_for_finance_and_operations_2_20250507_manual.jpg)

## Operations overview

The **SUBMIT**, **APPROVE**, **REVIEW**, and **PAY** columns indicate to Group administrators how much the outstanding work for each entity work is. The number of expenses per entity is highlighted in blue whereas a click on the drop-down menu for the individual entities breaks down the expenses per currency. For more information, see [lifecycle of expenses](/help/overview-of-expenses-for-accountants).

![](https://cdn.payhawk.com/Help%20desk%20images%20moved/Using_the_group_dashboard_for_finance_and_operations_20241126_manual.jpg)

## Useful resources

- [Creating a group and inviting Group administrators](/help/creating-groups-and-inviting-group-administrators)
- [Using the Group dashboard analytics](/help/using-the-group-dashboard-analytics)
- [Managing employees on a group level](/help/managing-employees-on-a-group-level)