This section covers logging in and navigating the Expense Track home page. Use this information to gain a basic familiarity with Expense Track.
Log In
You will receive your login credentials through a Welcome email. Once received, follow the steps below to successfully log in and navigate the Expense Track web portal.
1. Launch your web browser (Expense Track is compatible with Internet Explorer v10 or higher, Chrome, and Mozilla Firefox).
2. Enter the Expense Track URL (expensetrack.com) in your browser’s address bar and then press Enter on your keyboard.
3. Enter your login credentials (username and password). Then, click Log In.
Note: If you fail to log in after four attempts, the web portal will lock you out. However, you can regain access through one of the following methods:
- Wait 15 minutes and you can make another attempt
- Clear your browser’s cache
- If you are using the Google Chrome web browser, use “Incognito Mode” located under Chrome’s tools drop-down menu
- Click Forgot Password to request a temporary password. You will need to change the temporary password upon logging in.
Key Areas of the Home Page
The Expense Track home page contains quick access to key features, such as your expense reports, open tasks, and statuses of expenses.
| Section | Description |
|---|---|
| 1. Main Menu | Contains drop-down menus to all of Expense Track’s features. Some options are not available depending on your access permissions. |
| 2. Quick Access Carousel | Provides quick access to your draft expense reports. |
| 3. Tasks | Displays your open items, such as unreconciled expenses or items that require your approval. |
| 4. Status | Displays the status of your opened expenses. For example, if you have expense reports that require approval, “Expense Reports in Approval” displays with the total number. |
Navigate the Main Menu
The Expense Track main menu contains links to all of your features in Expense Track.
| Menu Item | Description |
|---|---|
| Home | Returns you to the Expense Track home page from any page in the web portal. |
| Travel & Expense | The Travel & Expense drop-down contains three groups of links:
|
| Speed Links | Offers the ability to save quick links to your frequently used features. For example, if you want quick access to the Expense Dashboard, type it in the field and click Add. A speed link will be created to the Expense Dashboard that you can access from any page in Expense Track. |
| Messages | Dispalys all system- and user-generated notifications. |
| My Cards | Displays only if a Comdata Mastercard is assigned to you. Click My Cards to view your card’s balance, pending and declined transactions, or request a credit limit increase or replacement card. |
| User Name Drop-down Menu | Provides access to details on the version of Expense Track, your user profile, a Help option, and the ability to set your in and out of office status. |