Expense App Onboarding: End-User Guide for Corporate Card Transactions

✅ Getting Started: Account Setup

1. Log into the Expense Environment

   • Your company has its own domain.

   • Use the credentials provided by your admin or company to log in.

2. Download the App

   • Search for Expense in the Apple App Store or Google Play Store and install the app on your phone.

3. Activate Your Account

   • Log in to the web domain to:

     • Change your password (recommended).

     • OR go to “My Settings” and generate a unique registration code.

   • In the mobile app, tap Add Device, enter the registration code, and activate your account.

4. Verify Your Email

   • This allows you to forward emailed receipts directly to receipt@expense.se.

   • These receipts are stored in your receipt bank, ready to match with transactions.

📸 Managing Receipts and Transactions

1. Capture Receipts

   • After any corporate card purchase, immediately open the Expense app, tap the plus icon, and take a picture of the receipt.

   • The app will scan key details like:

     • Purchase date

     • Amount

     • User-entered comment (e.g., “Dinner with Customer X”)

2. Transaction Matching

   • When your card transaction is posted to Expense:

     • You’ll receive a push notification and an email.

     • Go to To Do > To Account to match the receipt with the transaction.

3. Categorizing Transactions

   • If required by your company:

     • Tap the transaction row → Categorize.

     • Select the correct expense account.

     • Add cost centers, projects, or other metadata if needed.

4. Entertainment/Representation

   • For meals or events:

     • Select Entertainment type (Internal, External, etc.).

     • Add:

       • Number of attendees

       • Names

       • Purpose of the meeting

   • Some fields may be customized by your company's environment.

🧾 Submitting and Reviewing Reports

1. Submit Expense Reports

   • Once all transactions for the period are processed, tap Submit.

   • Reports are sent to your manager or finance/payroll team.

2. Approving as an Authorizer

   • If you're an approver:

     • You’ll be notified via push/email.

     • Go to Review in the app.

     • Check:

       • Receipts

       • Comments

       • Booking details

     • Then tap Authorize or Deny if corrections are needed.

🖥 Web Portal Access

Prefer using a computer? Access your company's Expense portal to:

• View and manage receipts

• Track transactions and accountings

• Submit or review expense reports

🔚 Final Notes

• Always photograph receipts immediately after purchase.

• Use comments to help identify the nature of the expense.

• Customize settings based on your company’s process.

For any help, don’t hesitate to contact your Expense admin or support team.

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