📱 Full Team Spend Visibility, Right from Your Phone
🚀 What’s New in Mobile App 2.0.9
You can now manage your data better with advanced filters and role-based access, all from your mobile. A new quick “Me” toggle lets you instantly switch between your personal transactions and organization-wide spend visibility (for Admins, Finance roles, and budget managers). Your preference is remembered at every sign-in, so you always start with the view that matters most.
🧩 Where to Find It
Open any module (Cards, Expenses, Reimbursements ...)
Use the filter bar at the top of the screen
Toggle “Me” to show only your own data
Or switch back to see budget or organization-level spend (if your role allows)
🛡️ Why This Matters
This update was built for:
Budget Managers who need to analyze spending by budgets while keeping their own expenses easily accessible.
Admins and Finance teams who need to balance personal and organization-level data access, combining detailed views with a big-picture overview.
All users who want faster, cleaner access to the right data directly from mobile.
🔐 Permissions & Access
The “Me” toggle is available to all users who have access to data beyond their own transactions.
Organization-level and Budget-level visibility remains restricted based on user role and permissions.
Filter preferences are automatically saved and applied at every login, ensuring a consistent experience.