Archives For February 2012

Hi! I wanted to quickly share some more news about receipt scanning: You might know that Expensify processes over 10,000 receipts and $2M in expense reports every day. But there are millions more we don’t yet process, and that just ain’t right. So we’ve teamed up with the top scanning partners to give you more ways to get your receipts into Expensify. It’s called the “ScanAnywhere API”, and it’s the best way to get your receipts from anywhere, into your Expensify account. Please help me in welcoming our launch partners!

- Dacuda: An optical mouse with an embedded scanner. Brilliant!
- Genius Scan: Turn your iPhone into a pocket scanner. Amazing quality.
- Lemon: A gorgeous app for scanning receipts and visualizing purchases.
- OneReceipt: Analyze receipts from your inbox, mobile phone, anywhere.
- Expensify Desktop Connector (EDC): For that trusty flatbed scanner.
- Expensify extension for Google Chrome™: Turn webpages into receipts.

And more are on the way. We’ve worked carefully with each of these partners to create a slick, secure, and totally seamless experience for uploading partner receipts into your Expensify account. Read more at http://wp.me/pBzL2-Fy, or just give them a shot and see it for yourself — you won’t be disappointed. Hit Reply to let me know what you think. Thanks!

-david
Founder and CEO of Expensify
Follow us on Twitter at http://twitter.com/expensify

MORE FUN NEWS AND UPDATES:
- Want to see a live demo? Check out our newly introduced Weekly Webinars: http://wp.me/pBzL2-FG

- Great news for companies tracking mileage: we just added central control over the reimbursement rate. Check your policy settings. Thanks for your patience! http://wp.me/pBzL2-FL

- Android users, check the latest upgrade for full mobile expense reporting. iPhone/BlackBerry/Windows Phone — it’s on the way.

I’m very flattered to announce that Expensify has been picked by Lead411 as one of the “fastest growing companies of San Francisco”. Woot! Press release follows:

Hottest San Francisco Company Awardees Announced by Lead411
Lead411 recognizes the fastest growing technology companies in San Francisco

Los Angeles, CA (PRWEB) February 21, 2012
In order to recognize the hottest technology companies in San Francisco, Lead411 (http://www.lead411.com) is proud to announce the release of the ‘Hottest Companies in San Francisco” awards for 2012.

Background
On a daily basis, the Lead411 research team scours through at least 600 press releases and business articles including venture capital financings, company launches, office openings, new customer press releases, etc. This information has given insight to which are the fastest growing technology companies in U.S. Their “Hot List” awards have been created to recognize these fast growing companies. This particular list originally started with over 2600 companies and it has been narrowed down to the top 80.

“This is our 3rd Annual San Francisco award. We are pleased with the recognition the Award has received over the past few years,” said Tom Blue, CEO of Lead411, “and we are very proud of the respected list of companies for the 2012 winners.”

How the List Was Chosen
First, all companies must be in either the Software, Wireless, Hardware, Internet, or Media industry, a privately held organization, and be within San Francisco region. From there, each company must meet one or more of the following requirements;

100% increase in revenues over the past 2 years
OR $5M+ in funding in the past 2 years.

List of Company Names:
3VR Security, Inc, 99designs, Affine Systems, Anaplan Inc, AppDynamics, Bleacher Report, Bricsnet US, LLC, BrightRoll, BrightTALK Inc, Cantaloupe Systems, ClearSlide, CloudFlare, CollabNet Inc, Crowd Factory, Crowdcast , CrowdFlower , Demandbase, Inc, Dropbox, eCert Inc., Eventbrite, Inc., Evolv On-Demand, Expensify Inc, Extole, Flingo, Flite, Inc, Flurry, Inc., Formspring.me, Inc, Framehawk, Get Satisfaction, Inc., Good Data, Grockit Inc, Hotel Tonight Inc. , Huddle US, Idle Games, InsideView, Jaspersoft, Jawbone, Joyent Inc, KIXEYE, Kontagent, KXEN Inc, Lumosity, Marin Software, Martini Media, Mashery, Inc, Metacafe, Inc, mFoundry, MoBeam Inc, New Relic, PlayFirst Inc, PowerReviews Inc, Practice Fusion, Prosper Marketplace, Inc, Quid Inc, RadiumOne, Rocket Ninja Inc, Scality, Scribd, Servicemax Inc, Socialcast, Spigit, StackMob, Steelwedge Inc., Stitcher, Stripe, StumbleUpon, Sugar Inc, Tapjoy, Taulia Inc., The GigaOM Network, Ticketfly, TokBox Inc, Twelvefold Media, Twitter, VirtuOz Inc, Xobni Corporation, Xoom Corporation, Yammer Inc, Zimride, Inc, Zinio LLC,

List and Details:
The entire list including more details about the award and winners can be found at

http://www.lead411.com/awards/2012/san-francisco.html

About Lead411
Lead411 provides information, news, and research about U.S. companies and their executives. Founded in 2001, its goal has been to focus on quality corporate data that is valid and useful rather than producing as many company records as possible. In addition, Lead411 tracks company news in order to alert its customers about venture financing, new hires, hiring plans, etc. Customers include Gartner, Administaff and ADP

Update: We have actually created a connection with Bill.com that will allow you to submit to Bill.com as part of your policy. Please check out our Submit to Bill.com help page for more info.

Do you or your company use Bill.com? Have you thought about using it but you wanted to make sure that you could integrate your Expensify account with it? Well good news, you can!

If you don’t know about Bill.com – Bill.com is a great platform to streamline and automate vendor bill payment and customer invoicing. To read more about them, visit their site: http://www.bill.com

Once you have created your company specific Bill.com email address, you will then use that to send your company’s expense reports. When a report has been approved and is ready to send, you will use one of our features in the Reports tab, the ‘share with accountant’ button across the top row:

Screen Shot 2013-06-27 at 11.10.43 AM

Once you click that button, you will then see the option to send this report to your @bill.com email address you have already set up.

The ‘share with accountant’ button will remember the last email address that you used for each policy. So if you have multiple policies, you will only have to enter the email address for each policy once.

If you have any questions, please do not hesitate to email Help@expensify.com, tweet at us: @Expensify or just send us a smoke signal.


In case you haven’t already heard, Expensify’s Web Receipts extension for Google Chrome helps you capture receipts from the websites you visit in just one click.

Expensify Google Chrome Extension

Expensify Google Chrome Extension

Install the extension and connect it to your account and you’ll be ready to send us web receipts.

Expensify Chrome Extension menu

Expensify Chrome Extension menu

We’ll create a screenshot of the entire webpage and send it to Expensify.

No need to save a file to your desktop and to upload it to Expensify.

No need to get an email and forward it to receipts@expensify.com.

No, just one click and you are done!

Receipt Created

Receipt Created

Find a bug or have a suggestion?  Just pop us an email at help@expensify.com.

Also if you like the extension, please leave a review and Google +1 it!

Attention all Expensify administrators! We’ve just added a subtle new feature, one that has powerful implications: You can now create a mileage rate for everyone in your expense policy.  Check it out!

Setting a mileage rate for your policy

Set a mileage rate for all employees in your expense policy

Any new Expensify account will default to the current IRS mileage rate of $0.555.

For companies on the Team or Corporate plan, visit Settings -> Policies -> [Policy Name] -> Basics to set your company’s mileage rate.  And for individuals, you can update your mileage rate in a new section of our site: Settings -> Preferences -> Mileage.

Whatever rate you choose, all mileage expenses recorded on our website and mobile apps will calculate based on this rate.  Have fun with this new feature!

Pro Tip Mondays: Webinars!

Omar Al-Agely —  February 14, 2012 — 1 Comment

This week is going to be an unusual Pro Tip Monday… our recent success with weekly Webinars has made us want to do more! We want to find out the relevant topics that we know our amazing users will benefit from (yes, this is going to be one of those blog posts)

We currently have three Webinars that we do every week – one on each Monday, Wednesday and Friday at 11:30am PST. On Monday we go over setup of our most advanced features: GL Mapping, ADP integration, Commercial Card setup and Domain Control. On Wednesday we go over the basics – how to create expenses, create a report and put expenses in the report to then submit to your manager. On Friday, we go over how to setup your company account and also link Expensify with QuickBooks. To register for any of these webinars, just visit our new dedicated webinars page here:

help.expensify.com/webinars

Over the past couple of weeks, our attendance for these Webinars have more than doubled (which is awesome!) and we want to add 2 more to this weekly list.

SO this is where you come in: as our awesome users, what would you like to see? What do you think would be helpful for your company and/or companies like yours to see?

Any and all feedback is welcome!!

As always, if you have any questions, do not hesitate to send us an email: help@Expensify.com

Update 1: If you missed our webinar on Using Expensify, here it is:

Update 2: And if you missed our webinar on Team Plan Setup and Integration with Quickbooks:

Update 3: And if you missed our webinar on Corporate Plan Setup and Integration with Enterprise Accounting:

Update: You might also enjoy our new Chrome Extension, or just sign in and click “import from…” on the Receipts page to see all the options below and more — including our new desktop scanning integration!

SAN FRANCISCO, Feb 13, 2012 /PRNewswire/ – Expense reports suck, and receipts are to blame. Expensify claims to offer “expense reports that don’t suck!” and they can’t be too bad — 100,000 companies now use Expensify, who upload over 10,000 receipts and submit over $2M in expense reports every day. But a challenge this great requires allies, so Expensify created the ScanAnywhere Alliance: a fearless crew fighting the toxic tide of crumpled, BPA-laced receipts lurking in pockets everywhere.

  • Dacuda, inventor of the “LG LSM-100 Mouse Scanner” (in partnership with LG Electronics, and available at Fry’s and NewEgg): the first mouse that doubles as a realtime scanner such that you can capture receipts of all sizes (including long, long receipts) and use them directly inside Expensify.
  • Genius Scan, an incredibly popular app that turns your iPhone into a pocket scanner by automatically finding the edges of the receipt, neatly cropping out the background, white balancing the remainder, and making it look like you used a flatbed scanner.
  • Lemon, a beautiful new mobile money management tool, which provides a fresh perspective on your spending by scanning the purchase details from paper and email receipts, and then neatly categorizing them for your review and analysis — on the web and on your phone.
  • OneReceipt puts all your purchases in one place, automatically aggregating purchase information from both online and print receipts. The website, and app coming soon, gives users a full look at their spending, with return alerts, shipping information and organizing tools to save you time and money.

But this is only the beginning. Even as we go into battle a single, unified force, we are in secret negotiations with ever more partners to swell our ranks. Visit http://blog.expensify.com to learn more, contact david@expensify.com to join, or see our intrepid CEO David Barrett speak live at SXSW about “How the Wallet Was Won: The End of Paper Receipts“. Together we stand, and together, we will prevail.

About Expensify
Expensify does “Expense reports that don’t suck!” by importing eReceipts from credit cards, SmartScanning paper receipts from mobile phones, submitting expense reports through email, and reimbursing everything online with QuickBooks and direct deposit. Expensify has raised $6.7M, builds incredible technology, and is always hiring.

Love Expensify?

Have an Android phone?

Well, your life just got a whole lot better.

Take a look at what got a huge update today; our Android app!


   

 

Now you can:

  • View and edit all of your expenses
  • View your receipts, and zoom in to see the details
  • View all of your reports and their expenses
  • Organize your unreported expenses into reports
  • Create, rename, and submit reports

To get all this, just update to version 3.0 from the Android Market!

Tony & Tom.

Team Mobile

Recently, I have been receiving a lot of emails asking for help on how to sync Expensify with QuickBooks – so I have the need to re-blog this.In case if you still have questions, we do have a very detailed, step by step guide in our help section as mentioned above (www.expensify.com/help/quickbooks) as well as a weekly Webinar every Friday at 11:30am PST that will go over how to establish this connection and every possible other connection to your account package supported by Expensify. To register for that, click on any of the following links:

 

QuickBooks is an amazingly powerful tool.  It can be configured (and misconfigured) countless ways.  But the high level concept of how to export from Expensify to QuickBooks desktop is relatively straightforward.  There are a bunch of detailed instructions in our help section, but here’s a quick step-by-step guide — feel free to print it out so you can follow along.

Phase 1: Clean up your account
First, if you’ve already started exporting and it’s not working for you for some reason, I suggest cleaning up your account so we can start over from scratch.  Don’t worry: you won’t lose any data or affect your QuickBooks company file or Expensify reports in any way — this just removes any old connections so we can rebuild them from scratch.

  1. Sign in to Expensify using the https://expensify.comlink (eg, do notsign in via Intuit Workplace). This just keeps things easy.
  2. Click “Settings” in the upper right, then “Connections” on the left, and click “delete” next to any existing QuickBooks connections. This won’t affect your data, but it will just disconnect it from your Expensify account.
  3. Remove your “Intuit” secondary login. Just more cleanup. Click “Settings” in the upper-right, then “Account” on the left, and click “[remove]” next to any “intuit” line in the “Secondary Logins” section.

Phase 2: Connect to QuickBooks and export the report
Next, let’s go set up a new connection to QuickBooks using the QuickBooks web connector, and then export our first report.

  1. Shut down QuickBooks, QuickBooks web connector, or essentially anything Intuit or QuickBooks-related on your desktop.
  2. Close all web browsers.
  3. Open a new web browser (I strongly recommend Google Chrome).
  4. Sign in to the Expensify website direct using this link: https://expensify.com
    • Note: Do NOT sign in via Intuit Workplace, Intuit App Center, or by clicking anything inside of QuickBooks. This is an advanced feature.
  5. Click “Reports” at the top of the Expensify site.
  6. Click the name of the report you want to export.
    • If there are no reports here, click “new report” and create one for testing — add at least one expense to it by clicking “new expense”. Basically, expenses needed to be added to a report before they can be exported to QuickBooks.
  7. Click “export to…” along the top.  If there is no “export to…” button:
    • If someone else submitted this to you, click “approve” first, and choose “final approve”.
    • If you created this report, click “archive” first.
  8. Choose the company you want to export to.
    • If no companies are listed, follow these instructions.
    • When done, go back to step (1) and start over.
  9. Review the export options — this explains exactly where the data will be put inside QuickBooks.
  10. Click “export” at the bottom.
  11. Open the QuickBooks company file on your desktop.
  12. Open the QuickBooks Web Connector by clicking “File -> Update Web Services” inside QuickBooks.
    • If it doesn’t open, reboot computer and try again.
    • If it still doesn’t open, call Intuit (888-222-7276).
  13. Verify the Expensify connection is selected.
  14. Click “Updated Selected”
  15. This will cause QuickBooks to connect to Expensify and download the information into QuickBooks. When it reaches 100%, it should be done!

And that should do it.  It’s not exactly a painless process, but it’s an incredibly powerful one!