I'm a new user. How do I get started with Intertours Expense?

Getting started with Intertours Expense

Intertours Expense enables you to report your business and travel expenses using your web browser and our mobile app. Intertours Expense also gives you an overview of all your reports, messages and personal settings.

Overview

• Creating an account
• Using the app version
  • Download the app
  • App symbols
• Using the web version
  • Dashboard
  • New expense
  • Expense reports
  • To do
  • My purchases
  • Notifications
  • Settings
  • Additional services
  • Forwarding an e-mail receipt 
  • Support 
  • Log out

Creating an account

When your organization invites you to use Intertours Expense, you receive an invitation in a welcome e-mail containing a link to activate your user account. The invitation is sent from the person who administers Intertours Expense in your organization and to whom you will be submitting expense reports.

In the welcome email, click Activate account. Your browser will open Intertours Expense and here you enter your first and last name and create a strong password for your account. Then click Create account. Intertours Expense now creates your account and signs you in. You will receive an email containing a link to download the Intertours Expense app for your mobile device.

Below you can find out how to get started with the Intertours Expense app and on the web. 

Using the app version

Download the app

You can download our Intertours Expense app from the AppStore or Google Play. Once you've downloaded and installed it, open the app and sign in with your Intertours Expense user credentials. If you belong to more than one organization, you can easily switch between organizations by swiping sideways at the top of the screen on your mobile device.

App symbols

Using the web version

Intertours Expense is also available for your desktop on the web. Search for https://stage-intertours-expense.findity.com in your web browser and login with your Intertours Expense user credentials (use same login for the app and the website).  You will login in directly to Private mode. If you have Administrator-, Partner- or Proxy authorization you can change between these different views by clicking on Private mode in the top of the window and your different views will be shown in a drop-down list below. The left-hand side menu (under your profile picture) will always be visible in the private mode. There you can navigate between the different features on your account. More information about those features follows here below.

Dashboard

The Dashboard is the first view you will see after you login to your account. Here you can change between your different organizations (if you are a user in several organizations) by clicking on the current company name (in our example Test Intertours).

You can click on the plus-symbol on your right-hand side to add a new expense or expense report. The main part of the dashboard is where you can see and handle your Unsubmitted reports and Unsubmitted expenses and your To do-list. 

New expense

Next feature in the left-hand side menu is New expense. You can also click here to create a new expense (as well as on the plus-symbol). If you are connected to several organizations you will start by choosing which organization you want to add the expense in. If you're only connected to one organization you will go directly to the following step - see below. Here you can choose which expense type you would like to add.   

Expense reports

Your expense reports are collected here. 

Unsubmitted reports = reports that you haven't yet submitted to your employer. 

Submitted reports = reports that you have sent for approval/sent to you employer. If you click on a submitted report and scroll all the way down in the report, you can see the report history. In the report history you can for example see if the report has been approved or not. If it has been approved, you should see by whom.

Paid reports = If you organization has marked your report as paid, you will see those report in this box. Please be aware of that this box only is shown, if you organization has activated this function on organization level.

To do

This is your To-do list to take care of. If you have a new to-do, a red sign will appear in the menu next to to-do. If you are an approver of other users expense reports, you will receive the reports to approve under your To do-list. When you have taken care of the report, it will appear under Done. If you have e-mailed a receipt to Intertours Expense and you are registered in several organizations, you will find the receipt under your To do-list, and from there you can direct it to the correct organization. 

My purchases

If your organization has activated My purchases, you will be able to make the connection here and here is also where you will collect the transactions after the connection is done. 

Notifications

Here you see messages that are sent to you from the system or from your organization. You can, for example, receive messages when your expense report has been approved or rejected.

Settings

Here you change the settings of your personal user account. You can change the language and date format as well as the password, email address or profile picture. You can also enable (or disable) the automatic analysis of your receipts, which means that the app reads the amount, VAT and date automatically.

You can also turn the automatic calculation of the VAT on your expenses on and off. There are also some settings for the camera view in the app.

You can add additional email addresses here (if you have several email addresses where you email your receipts from) and here is also where you add your personal account number for payments.

If you click on the question marks, you can read more about that specific input field or tick box. 

Additional services

If your organization has activated some additional services, you will find them here and can activate them for your own user account. 

Forwarding an e-mail receipt 

Information about how you email your receipt to your Intertours Expense account.

Support 

When you click on Support, you will get directed to your e-mail provider and a new e-mail, to contact our customer support for any questions you cannot find the answer to here in our knowledge base. 

Log out

If you click on Log out, you will be logged out from your account.