Help Center

Find answers and get support using ExpenseTrack

Getting Started

•Creating Reports: Navigate to Dashboard and create a new expense report to get started.
•Adding Bills: Upload bills to your report with photos and details for complete documentation.
•Generating PDFs: Download reports as professional PDF cash vouchers with your signature.

Managing Expenses

•Edit Reports: Modify report details and add or remove bills as needed.
•Track Balance: Monitor your account balance and expense history in the Ledger.
•Export Data: Download reports as Excel files for analysis and record-keeping.

Profile & Settings

•Update Profile: Add your name, designation, branch, and digital signature.
•Signature: Upload your digital signature for PDF reports.
•Account Info: Manage your account details and preferences.

Email & Sharing

•Send Reports: Email reports directly to your inbox in PDF and Excel format.
•Summary Reports: Get a complete overview of all your expenses and reports.
•Notifications: Receive email confirmations for all transactions and updates.

Frequently Asked Questions

How do I upload multiple bills?

You can add multiple bills to a single report. Click "Add Bill" multiple times and upload different bills. Each bill will be tracked separately but included in the same report.

Can I edit a bill after uploading?

Yes, click on any bill in the report to edit its details. You can update the amount, vendor name, description, and re-upload supporting documents.

What formats are supported for bill uploads?

We support PDF, PNG, JPG, and JPEG formats for bill documents. The recommended size is under 5MB for optimal performance.

How do I download a report?

Open any report and click the "Download PDF" button to get the cash voucher, or "Export to Excel" for a spreadsheet version. Both can also be sent via email.

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