---
title: "Navigate around Capture Expense"
slug: "navigating-around-capture-expense"
description: "Manage your expenses effortlessly with Capture Expense: submit claims, upload receipts, and access approvals all from your personalised dashboard."
updated: 2026-04-23T08:03:59Z
published: 2026-04-23T08:03:59Z
canonical: "help.cintra.co.uk/navigating-around-capture-expense"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigate around Capture Expense

### Dashboard

Once you’ve logged in, you’ll be taken to your dashboard. The contents of your dashboard will vary depending on your permissions and required actions. However, as a general user you can:

- Create a new expense claim
- Add receipts
- Submit any draft claims
- View all receipts and submitted claims

If you’re an approver, your dashboard will also remind you about any outstanding approvals you need to perform.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(511).png)

### Side menu

When you’re logged in, the side menu lets you access the key areas of the system, such as expenses, approvals, or accounting.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(212).png)

The Expenses features available to you will depend on:

- Your user type: e.g. admin, approver, or user.
- Which additional features your organisation has purchased: e.g. Ask James (AI) or advances.

### Top-right menu

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(213).png)

From here, you can access the following:

- **Ask James**: a new AI feature that lets you query data or ask questions about Expenses. See [AI in Capture Expense](/capture-expense/docs/ai-in-capture-expense).
- **Help**: Access this help.
- **Notifications**: Read about the latest updates to Expenses.
- **Your account**: Click your initials to [change your password](/capture-expense/docs/change-your-password), [preferences](/capture-expense/docs/account-preferences), and other details.

### Setup menu

If you are an administrator and setting up Expenses for the first time, click Setup at the bottom left of the screen to access the areas that must be set up. For more information, see our [onboarding](/capture-expense/docs/new-customers-self-onboarding) article.

### Expenses

If you are a general user of Expenses, you’ll mostly be uploading/scanning receipts and submitting expenses. For more information, see [Introduction to the expenses process](/capture-expense/docs/overview-of-expense-process).