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
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.
TRANSACTIONS - Review and Manage
Transactions appear on the dashboard in real time as purchases are made. From the dashboard, you can:
- View transaction information
- Sort and filter by status for easy reconciliation
- Track receipt status and upload receipts
- Transactions without a receipt are flagged. Once a receipt is uploaded, the transaction status updates to Complete.
More information here: Upload and Track Receipts for the MarginEdge Card
CARDS - Issue and Manage
From the "Cards" tab, admins can see the status of all cards. From here, you can track, edit, lock or cancel the card.
More information here: How to Issue and Manage MarginEdge Cards
STATEMENTS - View and Download
From the "Statements" tab, admins can see the totals of each statement and download a PDF file using the download icon on the far right side.
Dashboard Access by Role
Different users have different levels of access in the MarginEdge Card Dashboard.
| Role | Access Level |
| MarginEdge Admin | Full access to all cards, transactions, settings, and dashboard features |
| Accountant | Can view and manage all transactions |
| Cardholder | Can view and manage only their own transactions |