Help Docs

Mobile App

• Login
• Mobile Homepage
• Create an Expense Report
• Create an Expense Report from Transactions
• View Your Current Expense Reports
• View Your Approved Expense Reports
• Select Your Report(s)
• Delete an Expense Report
• Copy Report
• Submit an Expense Report
• Comment on an Expense Report
• Edit an Expense Report
• Add Cash Advance
• Apply Cash Advance to an Expense
• Return Cash Advance
• Expense Report Details
• Add new Expense to an Expense Report
• Adding Comments to an Expense
• Copy Expense
• Delete Expenses
• New Expense
• My Transactions
• Verify Match
• Link to My Bank
• Restore Transactions
• Create an Expense from a Transaction
• Mark as Cash Advance
• Receipt Wallet
• Linked Emails
• Deleted Receipts
• Create an Expense from the Receipt Wallet
• Delete a Receipt
• Rename a Receipt
• Re-read Receipt
• Transfer
• Receipt Details
• Scanner
• Receipt Reader
• Verify Match
• Camera Permissions
• Mileage
• View Trips
• Edit/Add Trip
• Submitter Dashboard
• Approve or Decline Expense Reports
• Settings
• Change Password
• Split an Expense
• Personal Transactions
• Delete Cash Advance
• Join ExpensePoint on Mobile
• Rotate a Receipt