Use the dashboard to review balances and spending without opening every account.
Scope: Entire organization or one of the accounts available to you
Period: choose the time range for the spending view
Decline rate: keep it below 20%
Choose the Scope
Open the dashboard.
Select Entire organization or one of the accounts available to you.
The selected scope affects the balance, spending charts, merchant summary, and recent activity. Your access determines which data is available.
Choose the Period
Use the period controls to choose the time range for the spending view.
Tip: when comparing the dashboard with a CSV or the transaction list, use the same account scope and dates.
Read the Main Views
View | What it shows |
Total balance | A summary of funds for the selected scope |
Spend | Spending for the selected period |
Decline rate | A view of approved and declined payment activity |
Top merchants | A breakdown of spending by merchant |
Cards and recent transactions | Shortcuts to the underlying records |
Keep your decline rate below 20%. A rate above that is a reason to review the affected payments. The rate doesn’t identify the cause on its own — use An Ads Card Payment Was Declined to investigate.
Check a Figure
Open the relevant account or transaction for more detail. See Find and Review Transactions and Understand Your Account Balance.
Need Help?
If the figures still don’t reconcile, contact us through the support widget or at [email protected] with the scope, date range, and examples.