Expense App Guide: Creating Travel Expense Reports

🔐 Initial Account Setup

1. Log In to the Expense Domain

   • Your company has a unique domain.

   • Use the credentials received via email from your company or the Expense team.

   • Go to the domain and log in with your username and password.

2. Download the Expense App

   • Available on Google Play Store and Apple App Store.

   • Search for Expense.

3. Activate Your Account

   • After your first login, change your password to a personal one.

   • In the web portal, go to My Settings > App Connection > Add Device.

   • This generates a registration code.

   • Enter this code in the mobile app to activate your account.

📧 Email Receipt Integration

• Verify your email address in the app to enable forwarding.

• When you receive emailed receipts:

  • Forward them to receipt@expense.se.

  • These will appear in your receipt inbox, ready for use in reports.

🧾 Creating a Travel Expense Report

1. Tap the plus (+) icon → choose Travel Expense Report.

2. Enter Travel Information:

   • Travel name (e.g., “Customer Meeting – Project X”)

   • Cost center/project, if applicable

   • Select Domestic or Foreign travel

   • Enter departure and return dates/times

   • For foreign travel, select the destination country

3. Add Meals:

   • For each travel day, indicate:

     • Who paid for breakfast, lunch, and dinner

     • You can edit each day individually (e.g., hotel breakfast, lunch paid by company)

4. Add Additional Expenses:

   • Tap the plus icon to:

     • Add manual purchases

     • Include previously registered expenses

     • Add mileage allowance (e.g., car travel to airport)

5. Once all details are filled, submit the travel report.

👥 Reviewing as an Authorizer

If you're an approver:

• You'll receive a push notification and email when a report needs your attention.

• Navigate to To Do > To Review in the app.

• Review:

  • Travel dates and destinations

  • Meals and costs

  • Purchases or mileage entries

  • Info folder (for any attached summary)

• Tap:

  • Authorize to approve the report

  • Deny to reject with a reason (sends it back to the user for correction)

📂 Account and Approval History

• End users: Go to My Expense > My Accountings to see previously submitted reports.

• Authorizers: Also see a log of your past approvals for reference.

🖥️ Web Portal Access

Prefer desktop usage? You can also:

• Log into your company’s Expense domain

• Create and review travel expense reports

• Authorize submissions

✅ You're Ready!

You're now set up to efficiently manage travel expenses via the Expense app or web portal. For questions or assistance, reach out to your Expense support team.