Knowledge Center
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Submitters and Approvers
Overview
Introduction
Get Started
User Interface Familiarization
Initial Configurations
Receipt Management
Manage Expense Reports
Approval Workflow and Policies
Reporting and Analytics
Advanced Settings
Add-On Features
Support and Assistance
User
Expense Manager
Submitters and Approvers
Profile
Expense Manager
Approver
Admins and Accounting
Transaction Manager
User and Group Manager
Workflow Manager
Settings Manager
Policy Manager
License Administrator
Automation Manager
Xporter
Analysis Manager
Accounting
Help Docs
Mobile App
Knowledge Center Videos
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Knowledge Center
Submitters and Approvers
Overview
Introduction
Get Started
User Interface Familiarization
Initial Configurations
Receipt Management
Manage Expense Reports
Approval Workflow and Policies
Reporting and Analytics
Advanced Settings
Add-On Features
Support and Assistance
User
Expense Manager
Submitters and Approvers
Profile
Expense Manager
Approver
Admins and Accounting
Transaction Manager
User and Group Manager
Workflow Manager
Settings Manager
Policy Manager
License Administrator
Automation Manager
Xporter
Analysis Manager
Accounting
Help Docs
Mobile App
Knowledge Center Videos
Submitters and Approvers
Profile
Change Password
View Personal Information
View Application Info
Vendors
Remove Vendor
Billable Sources
Projects
Notification Settings
Select your Language
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Expense Manager
Transactions
Expense Manager
Add Transactions to an Expense Report
Import Transactions
Personal Transactions
Receipt Wallet
Upload Receipts
Edit Receipts
Delete Receipt
Download Receipt
Re-Read
View Deleted Receipts
Verify Matches
Linked Email Address
Add Email to Linked Email Addresses
Delete a Linked Email from your Receipt Wallet
Search Receipts
Transfer Receipts
Add Receipt to Expense Report
Create New Report
Add New Expense
Create Mileage Expense
Create New Expense from Transactions
Verify Match (from Expenses)
View Report Info
Copy Report
Split/Bill Expense
View Expense
Copy Expense
Copy Split Allocation
Delete Expense
Submit Report
Add Cash Advance
Apply Cash Advance
Report Comments
Expense Comments
View History
Print Preview
Print Preview with Attachements
Convert Currency
Quick Search
My Current Work
My Recent Work
All My Work
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Approver
Approver
Approver Dashboard and Tasks
Approve Expense
Decline Expense
Approve Report
Approver Dashboard - Web
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