In this article, we will review the different types of user dashboards available in the platform. Each user sees a customized interface based on their role and permissions within the organization.

For example, a Team Manager has access to two separate dashboards:

• a personal dashboard, which displays their own cards, activities, and transactions

• a team dashboard, which provides an overview of their team members’ activity and spending

The platform currently includes the following dashboard types:

• End User Dashboard

• Organization Manager Dashboard

End User Dashboard Overview

The End User Dashboard allows users to view and manage their Custodia cards, Spend Permissions, and recent transactions. Each component of the dashboard provides quick access to key financial information and actions.

1. My Cards

This section displays all cards assigned to the user, both active and expired (accessible via the Active / Expired tabs).

Each card includes:

• Card type (e.g., Virtual Card [VISA])

• Last four digits

• Expiration date

• Cardholder name

• Card status

• Issue and update timestamps

• A direct link to view Bound Activities

• Option to add a nickname to the card

Users can navigate between multiple cards if more than one is issued.

2. Spend Permissions (Activities)

Spend Permissions define what the user is allowed to spend on, including budgets such as Meals, Travel, Team Building, or custom allowances.

This section is organized into the following tabs:

• Pending

• Recent

• Available

• Active

• Expired

• Archived

Each Spend Permission displays:

• Activity name (e.g., $100 for Meals, Food Spend, Team Building Spend)

• Allowed category (e.g., Food, Any Activity)

• Validity period

• A usage progress bar

• Total allocated amount and remaining balance

A search bar is available to quickly locate specific Spend Permissions.

Users may also expand this list to view historic or upcoming permissions depending on their configuration.

3. Recent Transactions

The bottom section of the dashboard displays the user's transactional activity.

Features include:

• Month selector to view transactions from different billing periods

• Search bar to filter transactions

• Tabs for:

  • Successful

  • Declined

  • All

• List view and card view options

• Refresh button

• Additional actions menu

Each transaction contains the following details:

• Date

• Amount

• Amount in original currency

• Merchant Category Code (MCC)

• Merchant name

• Category

• Transaction status

• Approval code

Organization Manager Dashboard

The Organization Manager Dashboard provides managers with a comprehensive overview of their company’s Custodia activity, including users, cards, spending trends, and recent transactions. This dashboard is designed to give managers clear, real-time visibility into team and company-wide financial behavior.

1. Summary Cards (Top Row)

At the top of the dashboard, managers can quickly review key company metrics:

• Users: total, active, new, and blocked

• Cards: total issued, unactivated, active, and blocked

• Transactions: total, failed, declined, and successful

• Company Balance: current monthly spend, outstanding balance (including pending amounts), and last payment information

These summary cards allow managers to track organizational health at a glance.

2. Last 90 Days Spend

Directly below the summary row, the dashboard displays a Last 90 Days Spend visualization.
This chart provides a high-level breakdown of total spending across major categories such as:

• IT/Services

• IT/Software

• Retail

• Meals

• Other

Each category is accompanied by the exact spend amount and percentage.

3. Monthly and Daily Spend Graphs

Further down the dashboard, managers can view additional spending trends:

Monthly Spend – Last 6 Months

A bar chart showing company-wide spending over the past six months, allowing quick identification of growth, dips, or seasonal patterns.

Daily Spend – Last 30 Days

A daily breakdown of spend for the most recent month, giving managers visibility into fluctuations and unusual activity.

4. Recent Transactions

At the bottom of the dashboard, managers can review recent company transactions.

This section includes:

• A search bar to filter transactions

• Tabs for:

  • Successful

  • Declined

  • All

• Columns displaying:

  • Date

  • Requested Amount

  • Final Amount

  • MCC

  • Merchant

  • Category

  • Status

  • Card Holder

This table allows managers to quickly monitor activity, detect anomalies, and identify any transactions requiring attention.

Summary

Custodia's dashboards are designed to give both employees and managers clear, actionable visibility into spending activity.

• End users can track their cards, Spend Permissions, and transactions with ease.

• Managers gain access to company-wide insights, helping them monitor usage trends, maintain control, and ensure compliance.

Both dashboards work together to create a transparent, efficient, and user-friendly financial ecosystem for the entire organization.