Overview

To deliver a cleaner, more intuitive user experience, the End User interface has undergone a front-end redesign across both submission and approval views. This update eliminates visual clutter and reduces navigation friction, bringing the platform in line with modern UI standards to simplify daily expense management for employees and approvers.

Key Features & UI Components

• Top Toggle Bar: Switch seamlessly between Expenses and Approval views using the new top header toggles.
• Purchases vs. Expenses Tabs: Clearer categorization for better distinction between transactions and expense claims.
• Status Filters: Effortlessly filter tasks and items using the To-do, Submitted, and Done tabs.
• Updated Expense Listing Overviews: Enhanced listing overview display that groups rejected expenses, reports, and individual expenses, complete with visible labels/tags.
• Redesigned Receipt Upload Target: A refreshed drag-and-drop receipt upload area located in the right-hand panel of the web UI.

How it works

• Switch Views: Use the top header toggles to transition between Expenses and Approval workflows.
• Filter Tasks: Categorize pending items quickly with the To-do, Submitted, and Done tabs.
• Upload Receipts: Drag and drop receipt files directly into the right-hand panel upload target.
• Review Overviews: View grouped rejected expenses, reports, and expenses in the overview, including labels/tags for easy tracking.