How to Navigate the MarginEdge Card Dashboard

The MarginEdge Card Dashboard gives you a real-time view of your restaurant’s card activity, balances, and receipts — all in one place. This article walks through what you can see, how to manage transactions, and what access looks like for different user roles.

Article Contents

• What information appears on the dashboard
• How to manage transactions
• How missing receipts are tracked
• What each user role can access

The Dashboard Overview

The MarginEdge Card Dashboard is your central hub for monitoring card activity and repayment status.

From the dashboard, you can quickly view:

• Current statement balance
• Current statement period
• Next payment date
• Available balance
• Number of transactions missing receipts

This helps you stay on top of spending, repayments, and accounting readiness without digging through reports.

Review and Manage Transactions

Transactions appear on the dashboard in real time as purchases are made.

To review a transaction:

1. Open the MarginEdge Card Dashboard
2. Select the transaction you want to review
3. Click into the transaction to view details

From there, you can:

• View transaction information
• Upload receipts
• Track receipt status

Upload and Track Receipts

Receipts help keep your accounting clean and exports complete. Transactions without receipts:

• Cannot be fully categorized
• May delay accounting review
• May not export properly to your accounting system

💡 Best practice: Review missing receipts regularly to avoid cleanup work later.

Receipt statuses

Transactions Missing a Receipt

• Transactions without a receipt are automatically flagged for follow-up. You’ll see these listed as needing attention on the dashboard.

Complete Transactions

• Once a receipt is uploaded, the transaction status updates to Complete.

Dashboard Access by Role

Different users have different levels of access in the MarginEdge Card Dashboard.