I'm a new user. How do I get started?

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In our platform, you can report your business and travel expenses through both the web and our mobile app. The service also provides you with an overview of all your reports, messages, and personal settings. Create an account When your organization invites you to use the service, you will receive a welcome email containing a link to activate your user account. The invitation is sent by the administrators of your organization, to whom you will submit your expense reports. Click Activate account in the email. Your browser will open the service, where you enter your first and last name along with a strong password. Then click Create account. The platform will now create your account and log you in. You will also receive an email with a link to download the mobile app. Click the tabs below to see how to get started with the app and the web version.

Download the AppYou can download your app from the App Store or Google Play. Once you’ve downloaded and installed it, open the app and log in using your credentials. If you are part of more than one organisation, you can easily switch between them by clicking the dropdown menu at the top of your view, where you’ll find the organisation name.

App IconsBelow, we will explain the icons in the app.Dashboard

Under this menu option, located in the top-right corner, you will find Settings, Card management, Policy (internal), Support, Feedback, Privacy Policy, and the option to Log Out.Notifications

Under Notifications, you will find notifications related to your reports, such as approved or rejected reports, reminders, or reports returned by the administrator.Expenses

Under Expenses, you will find three tabs.

To-Do: This tab contains your unsubmitted expenses and reports, as well as reports that have been rejected or returned by the administrator.Submitted: Once you have submitted your expenses or reports, and they are in the organisation’s approval process, you will find them under this tab.Done: After your expenses or reports have been approved, processed, and finalized by the organisation’s administrator, they will appear under the Done tab.New expense

Create a new expense, per diem, or mileage by clicking the plus sign in the center of the bottom menu.Approval

If you are an approver in the organisation, you will find the button for this in the bottom-right corner of your view.There are two tabs available: To-Do and Approved.

Under To-Do, you will find reports waiting for your approval.
Under Approved, you will see the reports you have previously approved.

In both tabs, you can choose to view the reports by Timeline (date order) or by Employee. Simply click on the tab of your choice.

The service is also available in a web version, and the same login credentials apply for both the app and the web.You will be logged in directly to the Private mode. If you have administrator, partner, or delegate permissions, you can switch to these different views by clicking on Admin at the top center. Your available views will then appear in a dropdown list.

If you are linked to multiple organisations, you can easily switch between them by clicking the downward arrow next to the organisation’s name in the top left corner.

The clock icon in the top right displays your notifications. These relate to your reports, for example approved or rejected reports, reminders, or reports returned by the administrator.

Under this menu, which you will find in the top right corner, you can access Settings, Card management, Support, Feedback, Privacy Policy, Terms and Conditions, as well as the button to Sign out.In Settings, you can, among other things, change the language, date format, password, and email address, or add/change your profile picture.

The Expenses button is located at the top center. Under this, you will find two sub-tabs: Purchases and Expenses.Purchases

Here you can see the card linked to your user account in the service. Click on the card to view the transactions made with it.Inbox: Here you will find information on how to email a receipt to the service.Plus: Here you can add and link a card to your user account.Expenses

To-do: This tab contains your unsubmitted expenses and reports, as well as reports that have been rejected or returned by the administrator.Submitted: Once you have submitted your expenses or reports, and they are in the organisation’s approval process, you will find them under this tab.Done: After your expenses or reports have been approved, processed, and finalized by the organisation’s administrator, they will appear under the Done tab.

Create a new expense, per diem, or mileage by clicking the plus sign in the center of the bottom menu.

If you are an approver in your organization, you will also find the button for this at the top center of your view.Here’s how it works:Two tabs:To-do – Shows reports that are waiting for your approval.Approved – Shows reports that you have already approved.You can choose to view the reports in two ways:Timeline – Displays the reports in chronological order.By Employee – Displays the reports sorted by employee.Click on the tab and viewing option that suits you.

Start to manage your expenses Now you’re ready to start managing your expenses in the app! Please see related articles on how to add different types of expenses and how to handle the different features and steps:

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