Spend Dashboard Updates: What’s New?

We’ve made some exciting updates to the Spend Dashboard to make it more intuitive, streamlined, and actionable for administrators.

These updates are designed to help you manage your funds more efficiently and get a clearer picture of your program activity — all in one place.

No more digging through menus. You can now take action right from the dashboard with these new buttons:

Transfer Funds – Move money between accounts or programs with a single click.
Send ACH Payments – Quickly initiate ACH transfers.
Send Checks – Mail checks directly from your dashboard.

These shortcuts are designed to save time and reduce friction for common finance tasks.

See all organization-issued debit cards and their statuses in one centralized table.

This makes it easier to:

We’ve added a dynamic chart to help you understand the status of your program funds at a glance:

This gives you a high-level view of where your money is and what actions might be needed — without digging into reports.

We’ve replaced the old Group Assistant Invites chart with a more impactful metric: the Parent Sign-Up chart.

This helps you monitor parent participation in scheduled payments, giving you: