Getting started
Kickstart your Traverse journey with our easy-to-follow Getting Started guide.Learn the basics, set up quickly, and start using the software with confidencetoday!
Overview of user interface
Explore the user interface overview to familiarize yourself with key features, navigation, and layout. Get a clear understanding to use the software efficiently and confidently.
Add your first expense
Learn how to add your first expense quickly and easily with our step-by-step guide. Start tracking and categorising your work trips, business expenses, or client expenses in Traverse.
Administration
Manage settings with ease: add and customize currencies, expense categories, and payment methods to tailor your financial tracking and reporting.
Using Analytics
Learn how to leverage analytics dashboards to visualize, analyze, and gain actionable insights from your data. Discover downloadable reports and interactive charts to make informed decisions with confidence.
Archiving and deleting expenses
Learn how to efficiently archive your expense records to ensure secure storage, easy retrieval, and compliance with financial regulations. Keep your records accurate and organized by removing outdated or incorrect entries.
How to delete your account
Step-by-step guide on how to permanently delete your account. Learn what happens during the process and how to securely remove your data from our system.
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