Quick Reference Card
A one-page summary of the most common Expensed actions.
Uploading Expenses
| Action |
Steps |
| Upload Receipt |
Receipts > Upload > Take photo or select file |
| Create Expense |
Expenses > New Expense > Fill form > Save |
| Add to Report |
Select expenses > Add to Report > Choose report |
Expense Statuses
| Status |
Meaning |
What You Can Do |
| Draft |
Saved, not submitted |
Edit, delete, submit |
| Submitted |
Awaiting approval |
View only |
| Approved |
Approved, awaiting payment |
View only |
| Rejected |
Needs revision |
Edit and resubmit |
| Paid |
Reimbursement sent |
View only |
Report Workflow
1. Create Report → 2. Add Expenses → 3. Submit → 4. Approval → 5. Payment
Mileage Tracking
| Method |
When to Use |
| Quick Entry |
Known route, manual distance entry |
| GPS Tracking |
New route, automatic tracking |
Current IRS Rate: $0.67/mile (2024)
Keyboard Shortcuts
| Shortcut |
Action |
Esc |
Close dialog/modal |
Shift + ? |
Show keyboard shortcuts help |
Common File Limits
| Type |
Limit |
| Receipt file size |
10 MB max |
| Supported formats |
JPG, PNG, PDF |
| Receipt image |
Best under 5 MB |
Role Permissions Summary
| Action |
Employee |
Manager |
Finance |
Admin |
| Submit expenses |
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| Approve team |
- |
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| Process payouts |
- |
- |
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| Manage users |
- |
- |
- |
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Quick Links
| Need To... |
Go To |
| Upload a receipt |
Receipts in sidebar |
| Check expense status |
Expenses in sidebar |
| Submit for approval |
Reports > Select report > Submit |
| See what needs approval |
Approvals in sidebar |
| Link bank account |
Profile > Bank Accounts |
| Track mileage |
Mileage in sidebar |
| Export data |
Expenses > Export |
Support
- Email: support@expensed.app
- Documentation: docs.expensed.app
- Common Issues: Troubleshooting
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