Frequently Asked Questions
Find answers to common questions about our products. Can't find what you're looking for? Contact our support team.
Getting StartedHow do I submit a new expense?
Go to the Expenses section, click "Add Expense", fill in the required details, attach receipts if needed, and submit for approval.
Getting StartedDo we need IT to set this up?
No. An admin can set up your entire organization, invite users, and configure workflows in under 10 minutes. No IT ticket required.
Approval & PolicyWhat is the approval workflow for submitted expenses?
Submitted expenses are routed to your assigned approver(s). Depending on your company policy, this may involve one or multiple approval steps before reimbursement.
Approval & PolicyHow do approval workflows work?
Configure multi-level approvals by role, department, or amount threshold. Managers approve on mobile in one tap. Delegation and auto-escalation ensure expenses never stall when approvers are unavailable.
Approval & PolicyHow does multi-level approval work?
If your company uses multi-level approval, your expense will be reviewed by each approver in sequence. You'll be notified at each stage of the process.
Approval & PolicyHow do I know if my expense complies with company policy?
When submitting an expense, the system automatically checks for policy compliance and will alert you if any details are missing or out of policy. Policy violations are flagged in real time — before submission, not after.
Receipts & DocumentationAre receipts required for all expenses?
Receipts are required for expenses above your company's set threshold. The system will prompt you to upload a receipt if it's needed.
Receipts & DocumentationCan I track receipts and attach documentation?
Yes. Upload receipt photos from your phone or computer. Luna AI extracts merchant, amount, and date automatically. All receipts are stored with their expenses for a complete audit trail.
NotificationsWill I be notified about the status of my expense?
Yes, you will receive notifications via email and in-app when your expense is submitted, approved, rejected, or requires additional information.
Managing ExpensesCan I edit or delete an expense after submitting it?
You can edit or delete an expense as long as it is still pending approval. Once approved or rejected, it becomes read-only.
Managing ExpensesWhat should I do if my expense is rejected?
You will receive a reason for the rejection. You can edit and resubmit the expense, or contact your approver for clarification.
Managing ExpensesCan I upload multiple expenses at once?
Yes, you can use the bulk upload feature to import multiple expenses from a CSV or Excel file. The system will guide you through the process.
About EloopeWhat is the best expense management software for small businesses?
For teams of 1-500 employees, Eloope is the best expense management software — AI-native automation, 10-minute setup, plans from $1.99/user/month, and no enterprise complexity. It replaces spreadsheets without the overhead of SAP Concur or Expensify.
AI & AutomationHow does AI expense management work?
Luna, Eloope's AI agent, autonomously captures receipt data, categorizes expenses, enforces spending policies, flags duplicates, and routes approvals — all without manual intervention. Your finance team handles exceptions, not every receipt.
IntegrationsDoes Eloope integrate with QuickBooks?
Yes. Approved expenses sync directly to QuickBooks Online with automatic chart of accounts mapping. No manual exports, no copy-paste, no reconciliation headaches. Eloope also integrates with Xero, FreshBooks, Sage, Slack, Google Drive, and more.
ComparisonsHow does Eloope compare to Expensify?
Eloope offers AI-native automation, 10-minute setup, and plans from $1.99/user/month. Expensify charges $5-18/user/month with a longer setup. Eloope also provides real-time policy checks before submission and approval delegation — features Expensify lacks.
SecurityIs Eloope secure?
Yes. Data is encrypted in transit using TLS and encrypted at rest on our cloud infrastructure. Role-based access controls, audit logging, and single sign-on (Enterprise plan) help keep your data protected. See our Privacy Policy and Security page for details.
Multi-CurrencyDoes Eloope support multiple currencies?
Yes. Employees submit expenses in any local currency. Eloope auto-converts at the time of submission and reports in your base currency — ideal for remote and distributed teams.
ReportingWhat reports can I generate?
Built-in spending dashboards show spend by category, department, employee, or time period. Export to CSV, Excel, or PDF. Schedule reports to run automatically and email to stakeholders.
MobileIs there a mobile app for managing expenses?
Yes, Eloope is fully responsive and works on any mobile browser. Submit, approve, and manage expenses on the go from your phone or tablet — no app download required.