Video Tutorials
Video Tutorials
Logging in
This video shows you how to sign in to the web platform.
Tour the Dashboard and start creating claims
Have a look at the Dashboard and how to start making a new expense claim.
Storing Files & Receipts and using OCR
Store receipt and invoice images ready to add to claim lines or reconcile business card statements.
We use Google OCR (Optical Character Recognition) to read dates, values and VAT details from a receipt so you don’t have to search the receipt.
Work as a delegate
Set up delegates for staff on holiday to approve on their behalf.
Standard Reports
Report on your claim information.
Reset your password
Step by step instructions for resetting your password.
Report Views
Customise real time reports for a flexible system overview.
Recall approved claims
Recall a claim already approved by your manager.
Create a mileage claim line
Create a postcode to postcode claim line.
Editing returned claim lines
Edit a claim line and make any requested changes.
DataXtract
Extract claim information for archiving or auditing.
Dashboard and claims
Take a tour of the dashboard and start making claims.
Daily Digest emails
Receive daily emails of your transaction status.
Create new coding
This video shows you how to create a new cost centre.
Create and edit a new user profile
Step by step user creation.
Creating a new expense category
Generate an expense category with ease.
Create a new claim with a local purchase item
Create a new claim and enter a line for a purchased item eg. parking.
Recall a claim from your manager and delete a line
Learn how to recall a claim and delete a denied line.
Adding your vehicle
Learn how to add a new vehicle with a few simple clicks.
Approve and deny claim lines
Authorise claim lines.
Upload a Corporate Card statement
Simple steps to uploading a card statement
Reports
Details on standard reports.
Create a finance file and log out
Simple steps to generating a finance file.
Adding a favourite location
Easily find your location by making it a favourite with these few easy steps.
How to add favourite journeys
Easily find your journeys by making it a favourite with these few easy steps.