Mobile App Navigation & Interface Overview

This section describes the main interface elements of the ExFlow Travel & Expense mobile app and how to navigate them.

Home Screen

After downloading the app, the ExFlow Travel & Expense icon appears on your device’s home screen.

If the app icon displays an indicator badge, it means there are unsent expenses or mileage entries that have not yet been submitted or synchronized.

Dashboard

The Dashboard is the first screen displayed when you open the app.

At the top of the dashboard is a Refresh icon, which indicates whether synchronization with the cloud is required. Synchronization may be needed if:

• It has been some time since the last sync, or
• There are pending or newly created entries

You can synchronize data with the cloud at any time by:

• Tapping the Refresh icon in the top-right corner, or

• Pulling down on the dashboard screen

  

The main area of the dashboard displays a summary of expense and mileage statuses, grouped at the top of the screen.

If any expenses or mileages have been rejected, they appear at the top of the list and are highlighted in red.

A small synchronization icon appears on transactions that have not yet been synchronized with the server.

Account

The Account menu, located on the right-hand side of the screen, provides access to the following options:

• Sign Out: Log out of the app.
• Vehicles: View, add, or edit assigned vehicles.
• History: View previously submitted expenses and mileage.
• Online help: Access the Travel & Expense online user manual.

Regional Field Adjustments

To enhance regional compliance, Travel & Expense dynamically adjusts visible fields based on the Business Central company’s location. For companies based in North America, tax-related fields will be displayed, while companies in other regions will see VAT-related fields.