Mobile Homepage

The homepage is the first thing users see when they log in. It provides easy access to key features and functions, ensuring a smooth and intuitive user experience. Serving as a central navigation hub, the homepage allows users to quickly access various modules, features, and sections of the system.

Key Features

My Expense

Effortlessly log all business-related expenses. Utilize the auto-scan feature to easily create expenses by scanning receipts. Multiple methods are available to help you efficiently document your expenditures.

My Reports

Generate comprehensive reports by aggregating your recorded expenses. Attach relevant receipts alongside expenses and submit reports for reimbursement or tracking purposes.

My Transactions

Link your personal or corporate cards to retrieve card statements. Transactions can be automatically or manually converted into expenses based on your preference.

Receipt Wallet

Your digital storage for securely storing and managing receipts associated with business expenses. Benefits include organized storage, automated data extraction, streamlined expense reporting, easy search and retrieval, and maintaining a historical record of expenses and receipts.

Navigating the Homepage

By default, the ExpensePoint app opens on the Expense tab, accessible from the bottom persistent menu. This tab is your main hub for creating and managing Expense Reports, Expenses, Transactions, and Receipts.

The Expense tab includes several main navigation options. Depending on your user type and permissions, you will see either four or more options on the homepage:

My Reports
My Transactions
New Expense
Receipt Wallet
Reports to Approve (available for users who can approve expense reports)
My Travel Bookings (available if your license includes the add-on feature)

Submitter: Approver:

For information on the web browser or desktop dashboard, please refer to this article or this article.