The WellsOne Expense Manager app is designed to facilitate the management and submission of receipts and expense transactions. Users can capture receipts directly through the app, which allows for an organized and efficient process for handling expenditures. Once receipts are captured, users can input necessary details related to their transactions before sending them for approval, ensuring that all required information is included for a smoother review process.
One of the notable features of the app is its use of spend wizards, which help users itemize their expenses systematically. Additionally, users can apply predefined expense templates that streamline the transaction entry process, making it quicker to submit routine expenses. For cash expenses, the app offers a feature that allows users to request and submit reimbursements, giving flexibility in managing different types of expenses that may not be tied to a corporate card.
For users who hold a Wells Fargo issued WellsOne® commercial card, the app provides easy access to important account information. Within the app, users can view their card details, including credit limits. It also includes functionalities that empower managers to approve submitted transactions efficiently or return any requests that need further information back to the submitter, enhancing communication and clarity in expense management.
To get started with the WellsOne Expense Manager app, users need to have a WellsOne® commercial card and access to the Commercial Electronic Office®(CEO®). After confirming these prerequisites, users can download and install the app on their mobile devices for an optimized experience. It is recommended to download the latest version of the app available from the Google Play™ store to ensure all features work seamlessly, though availability may vary based on the mobile carrier's coverage area.