Getting Started

This guide explains how to use Spensify, from signing in to managing expenses, approvals, disbursements, and reports.

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Recommended workflow

1. Sign in or create an account.
2. Complete your profile and preferences.
3. Set up the company, users, access rights, and teams.
4. Set up categories, currencies, payment methods, and approval workflows.
5. Create and submit expenses.
6. Monitor budgets and process approvals.
7. Process disbursements.
8. Generate and download reports.

The available menus may vary according to your role and access rights.

Guide contents

1. Authentication
2. Profile
3. Dashboard
4. Company
5. Manage Users
6. Role & Permissions
7. Manage Teams
8. Categories
9. Currency
10. Payment Methods
11. Approval Template
12. Expenses
13. Budgets
14. Approval
15. Disbursement
16. Reporting
17. Notifications

Key terms

• Draft: the record can still be updated and has not entered the approval process.
• Posted: the expense has been submitted and entered an approval workflow, or has been determined not to require approval.
• Void: the expense is cancelled, but its history remains available.
• Archived: the record is removed from operational lists without deleting its history.
• Employee-funded: the employee paid for the transaction and may be reimbursed by the company.
• Company-funded: company funds were used for the transaction.

Start with Authentication.