How to Use AppZen

Getting started with AppZen

After reading this guide, you'll be able to set up AppZen and conduct your first expense audit efficiently. You'll learn how to navigate the interface and maximise the tool's capabilities for real-time expense management.

Step 1: Sign up and set up

1. Go to AppZen's website.
2. Click on the "Get Started" button located at the top right corner.
3. Fill out the required fields to create your account. You may need to provide your business email and set a password.
4. Once registered, log in to your account and follow the on-screen prompts to set up your company profile and payment policies.

Step 2: Your first expense audit

1. After logging in, navigate to the "Expenses" tab in the main menu.
2. Click on "Upload" to import your first batch of expense reports. You can drag and drop files or click to browse.
3. Select the relevant reports you want to audit and click "Submit."
4. AppZen will process these reports in real-time. Check the "Audit Results" section to see findings such as duplicates or policy violations.
5. Review the flagged items and take necessary actions based on the insights provided.

Step 3: Get better results

1. Regularly update your company policies within the "Settings" tab to ensure AppZen aligns with your current guidelines.
2. Use the "Custom Reports" feature to filter audits by categories, departments, or time frames for more tailored insights.
3. Explore the "Analytics" section to understand spending patterns and identify areas for improvement.

Pro tip

Take advantage of AppZen's integration capabilities with accounting software like QuickBooks or Xero. This can save time by automatically syncing expense data and reducing manual entry.

Common mistake to avoid

Many users forget to regularly update their company policies in the settings. This can lead to outdated audits and missed compliance issues. Always keep your policies current to ensure accurate results.