Quick Help
01Submit an ExpenseLearn how to create and submit an expense claim with receipts, categories, and notes.
02Upload ReceiptsUse ProXpense AI-powered receipt scanning to automatically capture expense details.
03Track ReimbursementsCheck the status of submitted expenses and reimbursements in real time.
04Manage ApprovalsManagers can review, approve, or reject expense claims directly within the platform.
05Expense PoliciesUnderstand company policies, spending limits, and category restrictions.
PRODUCT GUIDES
01
Getting Started with ProXpense
Create Your AccountLearn how to activate your ProXpense account and set up your profile.
Set Up Your OrganizationAdmins can configure departments, users, expense policies, and approval workflows.
Add Team MembersInvite employees, managers, and finance teams to your ProXpense workspace.
Submit Your First ExpenseA step-by-step guide to creating and submitting your first expense claim.
02
Expense Management
Submitting ExpensesCreate and submit business expense claims quickly.
Receipt CaptureUpload receipts using your phone or desktop with AI-powered data extraction.
Expense CategoriesOrganize spending with predefined and customizable categories.
Bulk Expense UploadFinance teams can upload multiple expenses for reconciliation and reporting.
03
Approvals & Workflows
Approval WorkflowsSet up automated workflows based on employee roles and expense limits.
Manager ApprovalsManagers can approve, reject, or request additional information.
Policy EnforcementEnsure every expense complies with company policies.
Audit TrailsMaintain a complete history of approvals and changes for compliance.
04
Reports & Insights
Expense ReportsGenerate reports by employee, department, or expense category.
Spending InsightsAnalyze trends and identify cost-saving opportunities.
Financial ExportExport expense data for accounting and financial reporting.
05
Security & Compliance
Data ProtectionProXpense uses secure cloud infrastructure and encryption to protect your data.
Access ControlAdmins can manage user permissions and access levels.
ComplianceMaintain accurate records and audit-ready reports.
Contact Support
Email Supportsupport@proxpense.com
Live ChatAvailable inside the ProXpense dashboard.
Support HoursMonday – Friday | 9:00 AM – 6:00 PM (IST)
Resources
Product DocumentationDetailed guides for admins, finance teams, and employees.
Video TutorialsStep-by-step walkthroughs of key features.
Release NotesStay updated with the latest features and improvements.
BlogBest practices for travel and expense management.Still Need Help?
If you cannot find the answer you are looking for, our support team is ready to help.