expensetrack.comdata.comExpense Track Help – Your Up-to-Date Help

Content Frequently Asked Questions Search for: Frequently Asked Questions Search for: Frequently Asked Questions Search for: Welcome to ExpenseTrack Help! Home Welcome to ExpenseTrack Help! Kristy Davis 2024-04-30T19:01:24+00:00 What is ExpenseTrack? Corpay ExpenseTrack is an expense management solution that simplifies the process of generating, submitting, and approving expense reports. Designed specifically for use with the Corpay Mastercard, ExpenseTrack allows you to manage all your expense reporting online, eliminating the need to keep records of paper receipts, which streamlines the report submission process and automates policy reinforcement. In addition, you can use ExpenseTrack for out-of-pocket expenses, such as employee reimbursements. How does it work? ExpenseTrack saves you time and effort in managing your business expenses. For example, traditional expense management required employees to keep track of all receipts and transaction details. The information was then entered into large, cumbersome Excel spreadsheets. Managing loads of paper receipts and manually entering expense information in a spreadsheet is a headache. With ExpenseTrack, each time a cardholder swipes their Corpay Mastercard, the transaction data is imported into ExpenseTrack and auto-generates an expense report. From here, users can edit the report as needed, such as setting up accounts coding values and sending it for approval. If approved and reconciled, the expense returns to your company’s accounting software system. In addition, with ExpenseTrack, you have access to a mobile app that allows you to edit, submit, and approve expense reports on the go. You can also take pictures of receipts and attach them to expense reports with a few taps on your phone. Who would use ExpenseTrack? ExpenseTrack is designed for anyone who uses a Corpay Mastercard for business expenses, such as salespeople, marketing associates, and over-the-road truck drivers. Why should I use ExpenseTrack? Key benefits include: Alleviating the need to keep record of paper receipts. Ability to access the application from any device with an internet connection. An Expense Track mobile app for uploading receipt images, entering line items, approving, and coding expenses on the go. Auto-image matching of receipts to card transactions through the use of the mobile app. Add Reimbursable Expenses and Mileage to Expense Reports. Ability to sync” with certain ERP Accounting Codes. Resources User Guides Use the materials below to learn more about ExpenseTrack. ExpenseTrack Administrator Guide ExpenseTrack Mobile App User Guide ExpenseTrack User Guide | Print ExpenseTrack User Guide Release Notes Use the materials below to learn more about ExpenseTrack updates. ExpenseTrack 24.3 Release Notes ExpenseTrack 23.12 Release Notes ExpenseTrack 23.9 Release Notes ExpenseTrack 23.6 Release Notes ExpenseTrack 23.3 Release Notes ExpenseTrack 22.12 Release Notes ExpenseTrack 22.9 Release Notes ExpenseTrack 22.3 Release Notes ExpenseTrack 20.3 Release Notes ExpenseTrack 19.12 Release Notes ExpenseTrack 19.9 Release Notes View More Website Training Videos Use the materials below to learn more about ExpenseTrack. ExpenseTrack Website Overview (1:32) Navigating the ExpenseTrack Home Page (2:08) Editing a Comdata Mastercard Expense Draft (3:18) Adding Receipts to ExpenseTrack (3:07) Creating a Reimbursable Expense Draft (4:37) Approving Expenses with ExpenseTrack (5:22) Manage Transactions in ExpenseTrack (5:12) Mobile App Training Videos Use the materials below to learn more about ExpenseTrack. ExpenseTrack Mobile App Overview Accessing the Mobile App Resetting Your Password Navigating the Home Screen ExpenseTrack Mobile App Receipt Capture View & Submit Expense Reports ExpenseTrack Mobile App Approve Expense Reports How useful was this post? Click on a star to rate it! Submit Rating We are sorry that this post was not useful for you! Let us improve this post! Tell us how we can improve this post? Submit Feedback Copyright 2020 - 2024 | All Rights Reserved Corpay U.S. Privacy Policy Page load...