Expense Sharing Corporate

1. 1

   Create or sign in to your Expense Sharing account

   Open /corporate and choose Corporate login or Create account. You sign up with your mobile number and a one-time code.
2. 2

   Request or enter access

   If your account can create companies you will see the company form. Otherwise enter the creator code we sent you, or ask us for access.
3. 3

   Create the company

   Enter the company name, base currency and the month your financial year starts. You become the first Company Admin.

1. 1

   Review the company profile

   Check the base currency, financial year, logo and time zone. Every report is totalled in the base currency.
2. 2

   Add departments and cost centres

   Departments drive approval routing; cost centres let finance allocate spend.
3. 3

   Check the categories

   Twelve default categories are created for you. Rename, add or retire them to match how you account.
4. 4

   Invite people

   Invite by phone or email, or upload a CSV for a bulk invite. Set each person's employee code, title, department and reporting manager.
5. 5

   Assign roles

   Five role templates are provided: Company Admin, Finance, Approver, Employee and Auditor. The last Company Admin cannot be removed, so you cannot lock yourself out.
6. 6

   Design the approval workflow

   Choose the steps — manager, department head or a role such as Finance — and any amount thresholds. The workflow is frozen when a report is first submitted.
7. 7

   Set policies

   Add limits and rules. A WARN asks the employee for a justification and shows it to approvers; a BLOCK stops submission.

1. 1

   Employee creates a report

   Add lines with date, category, merchant, amount, currency and payment method, and attach receipts. Foreign-currency lines keep their original amount and are totalled in the base currency.
2. 2

   Policy and duplicate checks

   Limits are checked as you type and again on submit. The same receipt file used twice is blocked for one person and flagged across people.
3. 3

   Submit

   The report goes to the first approver. The approver can never be the submitter: if the chain resolves to you it moves on to your manager, then to another Company Admin.
4. 4

   Approve, reject, return or exclude a line

   Approvers never edit amounts. They approve, reject, send back for correction, or exclude a line with a reason. Sending back starts a new round when the employee resubmits.
5. 5

   Finance verifies

   A Finance step ticks each receipt as verified. After this the report is approved and payable.
6. 6

   Payment is recorded

   Finance records the payment or adds it to a batch with a reference, date and method. The payee cannot record their own payment.

People who leave a company keep read access to their own reports until each is closed plus 90 days. A person who is not a member of a company cannot see it exists.