Expenses App Dashboard
The Expenses app is a mobile app that lets you record and track your expenses on the go, without needing to open the system from a browser. The app’s home screen (Dashboard) gives you a quick overview of your most recently recorded expenses, with direct access to add a new expense or view the full list, without navigating through multiple screens. This guide explains the screen’s content in detail.
Accessing the Screen
After downloading the Expenses app from the App Store or Google Play and logging in with your account, this screen appears automatically as the app’s main entry point. You can also return to it at any time by tapping the “Home” tab from the bottom navigation bar.
Screen Content
Header
The header displays the company logo and name, along with your account’s domain link, and your profile picture as the currently logged-in user.
Scan Expense Using AI
An interactive banner appears above the expenses list titled “Scan Expense Using AI“.
The screen displays your most recently recorded expenses (up to 5), sorted from newest to oldest. Each expense card shows the following details:
- Expense Number: A unique reference for each expense.
- Total Amount: The expense’s total value, in its designated currency.
- Related Tax: Shown according to the tax type applied to your account.
- Treasury or Payment Method: Shown next to a dedicated icon.
- Date: The date the expense was recorded.
- Supplier Name: Appears below the date when available.
Tap any expense card to go directly to its full details screen, or tap “Expenses” to go to the complete expenses list.
Adding a New Expense
Tap the green “Add Expense” button below the list to go directly to the add expense screen.
Bottom Navigation Bar
The bottom navigation bar gives you quick access to: Home, Expenses, AI Sessions, and Account. The “Home” tab appears highlighted as the currently active tab.
Notes
- The tax details shown on each expense (VAT, etc.) vary depending on the tax type enabled for your account or country.
- If a supplier name isn’t available for a specific expense, this field doesn’t appear on its card.