Overview
The dashboard is built around a sidebar on the left and a header across the top. What you see in the sidebar depends on your role, so two colleagues in the same business can have noticeably different navigation.The sidebar
The sidebar has three parts: a business switcher at the top, navigation in the middle, and Integrations and Settings pinned at the bottom.Business switcher
The current business’s logo and name sit at the very top. Selecting it lists every business you belong to and lets you switch, or add another. See Switching between businesses.Your work
The first navigation group is always visible and covers your own activity.Dashboard
Dashboard
Your landing page, with recent activity and quick actions.
Mileage Trips
Mileage Trips
Log business driving and claim reimbursement for it. Business context only, so it does not appear in your personal account.Mileage
Expenses
Expenses
The expenses you paid for yourself. Upload receipts, categorize them, and organize them ready for a report.Expenses
Expense Reports
Expense Reports
Your own reports. Create them, add expenses, submit for approval, and recall if you need to change something.A badge on this item counts reports an approver has sent back to you for changes.Expense Reports
The business group
The second group is labelled with your business’s name. It only appears if your role gives you access to something in it, which is why a Member sees no business group at all.Business Expenses
Business Expenses
Expenses paid by the business rather than by an individual, such as corporate card charges and invoices forwarded by email. Finance Team, Finance Admins, and Administrators.Business Expenses
Bills
Bills
Accounts payable. Vendor invoices your business owes, through approval and payment. Finance Team, Finance Admins, and Administrators.Bills
Vault
Vault
Secure document storage. Finance Admins and Administrators.Vault
Vendors
Vendors
Your vendor directory, including portal connections that retrieve invoices automatically. Finance Admins and Administrators.Vendors
Approvals
Approvals
Expense reports waiting on you, organized by state. Managers, Finance Admins, and Administrators.Approvals
Pinned at the bottom
Team management is not a sidebar item. It lives under Settings > Workspace > Team, with the member roster at Settings > Organization > Employees.
The header
Appearance
Light, dark, and system themes are available from the user menu under Appearance. The setting is stored in the browser, so it applies to the device you set it on rather than following you across devices.Collapsing the sidebar
Collapse the sidebar to icons withCtrl + B or Cmd + B, or the control at its edge. It also collapses automatically when you open an expense report or approval detail view, to give the document more room, and expands again when you leave.
Keyboard shortcuts
Drag and drop anywhere
Dragging a receipt file onto any page opens the upload dialog with that file attached. You do not need to be on the Expenses page first.What’s next
Expenses
Start managing your expenses
Expense Reports
Create and submit expense reports
Roles & permissions
Why your sidebar looks the way it does
Settings
Configure your business