Archives For September 2011

We just finished a joint integration with Evernote that enables you to create expenses from receipt images and churn out clean, searchable PDFs of expense reports!  So even if you can’t remember everything, you’ll still be able to search for it.

Receipt images from Evernote getting scanned in Expensify

Create expenses from receipt images
Put all of your plane tickets, hotel invoices, car reservations and other receipts in to the Expensify folder. We will sync with it automatically and scan the merchant, date and amount from each receipt image to create an expense entry. So easy, you may forget how to type.

Enabling automatic syncing of expense reports in to a folder inside Evernote

Keep track of your expense reports
A new export option allows you to send your created reports back in to the Expensify folder inside Evernote.  Want everything done for you?  Enable automatic export and any time a report is submitted, approved, reimbursed or just has its status changed we’ll update your Evernote account with the latest copy.  Fully searchable PDF expense reports are now at your fingertips!

Give it a try – link your Evernote account!

 

To streamline and simplify Expensify even more, we’ve made some subtle but significant changes. Introducing…

Receipt Details!

This site-wide update let’s you manage your receipts in ways you’ve never been able to before:

  • Annotate receipts with Categories, Tags, and Comments
  • Scan annotated receipts
  • Attach receipts to reports and submit them (without the need for expenses)
  • Scan receipts on reports

To support these features, we polished various parts of the site. The receipt edit dialog has been revamped to clarify that details and an expense are optional additions to a receipt. The new expense dialog was also changed to reflect the changes.

Improved Expense/Receipt edit dialog

New report section: Attachments

A new section on the report contains “attachments”, or images without attached expenses. You can add supporting documents to your report, or compile a collection of receipts and simply submit that to your accountant. It’s a versatile section and we’ll be adding more functions soon.

New Reports Feature: Attachments

Report it and Forget it

You don’t need to wait for receipts to finish scanning for expenses; feel free to add receipts to a report straight away, then scan them directly on the report. They’ll transform into full-fledged receipts with expenses.

Scan an attachment and it becomes a receipt with an expense

Here’s a really handy workflow:

  1. Capture receipt photos with our mobile app, adding details on the spot (“Lunch with Alice”)
  2. The receipts are queued for automatic scanning
  3. Add the receipt on a report — it’s still queued for scanning
  4. Come back later, and your receipts are all scanned and correctly attached to the credit card expenses
  5. Submit the report!

Very soon we’ll also allow you to add receipts to reports from the mobile apps, so stay tuned.

Please send us feedback!

We read every piece of mail sent to us, and this feature was created because users asked for better receipt management. If you’d like to play a role in fighting sucky expense reports, please send us a message at help@expensify.com or leave a comment below.

Thanks and happy expensing!

~ayumi

Behold!

We’ve just released the new Expensify Android & BlackBerry 2.60 apps:

What’s included? Let’s take a look a few new features:

Receipt comments

So you love uploading receipts direct to your Expensify account, but what if you want to add a quick note to your receipt, so you don’t forget that important detail? Now you can. We actually made quite a few changes to the core Expensify system to enable this.

Odometer entry

Now you can enter your start odometer reading before you go on a trip, save that value, and then after you get there, enter the end odometer reading, and we’ll calculate the distance and add that mileage expense.

Business cards

Now you can add business cards to your Expensify account, straight from the home screen of the mobile app. We give you the choice: invite the person from the business card, and we’ll give both you and them 5 free receipts scans; otherwise, it costs one scan.

Outbox & offline mode

This has been around for a few versions already, but we thought we’d mention it in case you haven’t heard: The mobile apps have an outbox that can be placed into “offline mode” which makes them not even attempt to send expenses & receipts, which is very handy for when you’re overseas, and don’t want to be charged for extra roaming data – you can tell our app to save uploading them until you’re back in WiFi range. The outbox will also save up your added expenses and receipts if you’re out of service range as well automatically.

Also, for those feeling left out: this will all be coming to the iPhone soon as well, in the form of a new Expensify “lite” app, and we may even have something in store for those on the Windows Phone side…

Enjoy!

Tom.
Expensify Mobile.

Lots of you have PayPal accounts that are used on a regular basis to help run your business. In an effort to help bring more of your needs together in to one spot PayPal has just been added as an option from which to import expenses and purchases. Importing your PayPal account is the same as importing any other credit card or bank account.

Using Expensify to link with a PayPal account to pull in expenses

Log in to your Expensify account and import your PayPal account to bring in all of those expenses automatically. Let us know if it helps simplify your life!