1. Upon logging in, you are presented with the Home screen. Depending on your user role’s access permissions, you may see different options. For example, if you have approval privileges, the total number of expenses requiring your approval will display.

2. The options at the bottom of the Home screen display throughout the app no matter what screen you’re on.

  • Tap the Home icon Home Icon to return to the Home screen from any other screen in the app.
  • Tap the Messages icon Messages Icon to view your Expense Track messages. These are the same message you receive in the Expense Track website.You can read messages and can delete message by swiping left to display the Delete icon. Deleting a message in the mobile app will also delete it in the Expense Track website.

If you have approval access, an Approval Tasks icon Approval Tasks Icondisplays in the bottom right corner. Tap this icon to open the Approvals screen, where you can review, approve, or decline expense reports. You can also tap the Approval Tasks option at the top of the Home screen.

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3. Tap the main menu icon Main Menu Icon in the top left corner to view all functions available to you in the mobile app. The next sections will cover each function.

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