Expense App Guide: Creating Travel Expense Reports
This article outlines how to create and manage travel expense reports using the Expense app. It includes user setup, travel report creation, and the approval process for authorizers.
🔐 Initial Account Setup
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Log In to the Expense Domain
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Your company has a unique domain.
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Use the credentials received via email from your company or the Expense team.
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Go to the domain and log in with your username and password.
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Download the Expense App
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Available on Google Play Store and Apple App Store.
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Search for Expense.
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Activate Your Account
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After your first login, change your password to a personal one.
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In the web portal, go to My Settings > App Connection > Add Device.
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This generates a registration code.
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Enter this code in the mobile app to activate your account.
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📧 Email Receipt Integration
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Verify your email address in the app to enable forwarding.
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When you receive emailed receipts:
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Forward them to
receipt@expense.se
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These will appear in your receipt inbox, ready for use in reports.
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🧾 Creating a Travel Expense Report
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Tap the plus (+) icon → choose Travel Expense Report.
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Enter Travel Information:
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Travel name (e.g., “Customer Meeting – Project X”)
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Cost center/project, if applicable
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Select Domestic or Foreign travel
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Enter departure and return dates/times
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For foreign travel, select the destination country
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Add Meals:
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For each travel day, indicate:
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Who paid for breakfast, lunch, and dinner
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You can edit each day individually (e.g., hotel breakfast, lunch paid by company)
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Add Additional Expenses:
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Tap the plus icon to:
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Add manual purchases
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Include previously registered expenses
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Add mileage allowance (e.g., car travel to airport)
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Once all details are filled, submit the travel report.
👥 Reviewing as an Authorizer
If you're an approver:
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You'll receive a push notification and email when a report needs your attention.
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Navigate to To Do > To Review in the app.
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Review:
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Travel dates and destinations
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Meals and costs
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Purchases or mileage entries
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Info folder (for any attached summary)
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Tap:
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Authorize to approve the report
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Deny to reject with a reason (sends it back to the user for correction)
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📂 Account and Approval History
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End users: Go to My Expense > My Accountings to see previously submitted reports.
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Authorizers: Also see a log of your past approvals for reference.
🖥️ Web Portal Access
Prefer desktop usage? You can also:
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Log into your company’s Expense domain
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Create and review travel expense reports
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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.