Checklist: get started as a user

🎥 Start with the video

In the video, you see how to log in to the app, photograph receipts, handle card transactions, register mileage allowance and submit an expense report.

👉 Applies to: you who will start using Expense for expenses, company cards, mileage allowance or travel.

✅ The checklist

Step	What you do	Done when
1	Log in through the invitation	You are logged in to the web
2	Download and activate the app	The app is linked to your account
3	Verify your email	You can email receipts
4	Register purchases and receipts	The receipts are in Expense
5	Register mileage allowance and travel	Your trips are registered
6	Account and submit	The expense report is submitted for approval

🔐 Step 1 – Log in

Your administrator invites you to Expense. The invitation comes by email and is not sent automatically when you are added.

Open the email and click the link.
Log in with your username and password. You change to your own password the first time you log in.

👉 Haven't received an invitation? Contact your administrator.

📱 Step 2 – Download and activate the app

Download Expense from the App Store or Google Play.
Log in to the web and go to My > Settings > Add device.
An activation code shows. It is valid for 24 hours.
Open the app and write the code to connect the app to your account.

📲 The app requires Android 4.1 or later, or iOS 9.0 or later.

✅ The app is linked to your account. Read more about the app in Get started with the Expense app.

📧 Step 3 – Verify your email

Verify your email address under My > Settings. Then you can email digital receipts to receipt@expense.se or kvitto@expense.se.

💡 Write the amount in the subject line, and the receipt is matched automatically. See Verify your email address and Email your digital receipts.

🧾 Step 4 – Register purchases and receipts

Type of purchase	Do this in the app
Expense paid with your own money	Tap + > Create purchase, photograph the receipt, choose Private funds, check the details and save
Company card purchase	Tap + > Create purchase, photograph the receipt, choose Company card and save. Or go to To account, choose the transaction and tap the camera icon

✅ The receipt is matched automatically to the card transaction when it arrives. See Company card: manage receipts and transactions.

🚗 Step 5 – Register mileage allowance and travel

Type	Do this
Mileage allowance	Tap + > Create mileage allowance, enter the date, vehicle type, kilometers and destination and save. The allowance is calculated automatically
Travel expense report	Tap + > Create travel expense report, enter a name, domestic or foreign, dates and times, meals and destination. The per diem is calculated automatically

See Create a mileage allowance in the Expense app and Register a travel expense report in the Expense app.

📊 Step 6 – Account and submit

Go to To account and open the expense report.
Choose a purchase and tap Categorize.
Choose the account, check the VAT and save.
Do the same for all purchases and submit the expense report.

🍽️ For representation, you also fill in the number of participants, names, purpose and, for external representation, the company. See Register representation.

📬 What happens next?

✅ The expense report is sent to your approver
👀 It is audited and approved
💰 The reimbursement is paid out

💡 Tips for a good start

📷 Photograph the receipt right at the purchase
✅ Check the details before you save
📊 Submit regularly, not everything at once
🔍 Keep an eye on duplicate warnings, see Duplicate warning when you register

❓ Frequently asked questions (FAQ)

Do I have to use the app?
No, but the app is the easiest way to photograph and register receipts.

I haven't received an invitation. What do I do?
Contact your administrator. The invitation is not sent automatically.

Can I collect several purchases in the same expense report?
Yes.

What do I do if I have made a mistake?
You can change the details as long as the expense report has not been submitted.

✅ Summary

🔐 Log in through the invitation from your administrator
📱 Activate the app with a code
🧾 Register purchases, mileage allowance and travel
📊 Account and submit for approval