Thanks for the light show, Will.
Thanks for the light show, Will.
Great news for those of you in the middle sliver of the Expensify and Bill.com venn diagram! You can now have your employee’s expense reports submitted directly to Bill.com if you are on our Team or Corporate plan.
Create the Bill.com Connection
Go to the Connections section of your policy settings (Settings > Policies > [Policy Name] > Connections) and choose “Connect to Bill.com”. Then enter your company’s Bill.com email address and click “update”.
All employee expense reports on this policy will now be submitted to this Bill.com email address.
When employees click “submit”, they will see the Bill.com email address listed. This field is non-editable.
Once the report is submitted, a PDF copy will be placed in the company Bill.com account. The report will then be put in the “closed” state in Expensify and the report will be marked as exported to Bill.com. If you have any questions about this, contact us at firstname.lastname@example.org and we’ll get you sorted.
Get the most out of your Expensify experience; learn a little bit about slicing and dicing our Expenses and Receipts pages using filters. Not only is this knowledge handy for tracking down your expense data, you can also use it to capture subsets of your expenses for analytics as well as editing multiple expenses and receipts.
To begin, you’ll find filters on the left side of the Expenses and Receipts page. Also, date filters on all pages of Expensify are, by default, set to view the last 90 days. To view any expenses previous to the last 90 days, extend the date filters on the page to include your desired dates.
Expense Page Filters
Breakdown your expenses by four types of expenses:
You can also filter your expenses by the card they were imported from and the category/tag they have been marked with.
Receipt Page Filters
Similar to Expense page filters, you can view different receipt types: Unreported, Unsubmitted, Reported, and Deleted. Beyond this distinction, you can view receipts that have been attached to expenses, receipts that have not, or both.
To learn a little more about the Reports page filter, check out our Understanding Report States post from a little while back. If you have any questions about filters or any feature of Expensify, as always, please feel free to contact us at email@example.com.
Being a policy owner has it’s benefits. You are automatically and permanently given admin privileges on the policy. You get to say you’re the owner. You are granted the right to add or remove other admins at a whim! (And you have to pay for the policy usage, but don’t worry about that, you’re the boss!)
If you’d like to claim any of these fine perks for yourself you’ll need to take control of the policy. To do so, first you’ll need to upgrade to the plan of the previous owner. Then you’ll need to be added to the policy with Admin permission.
Once you’ve become an Admin on the policy, navigate to the Billing Section of the policy and follow the directions there to become the owner of the policy.
Once you’ve taken over billing you are the proud new owner of the policy!
If you have any issues taking policy ownership or have any questions about the process, please contact us at firstname.lastname@example.org and we’ll be glad to provide you with answers.
Expensify and Dropbox are giving you something to be thankful for, just in time for the holiday
splurging spending season. Yes, with the new Dropbox Chooser, upload any (jpg, jpeg, png, gif, pdf, html, txt, rtf, doc, htm, or tiff) file directly from Dropbox into Expensify! What’s even better? Setup is simpler than making a store-bought pumpkin pie.
1. Sign in your Expensify and Dropbox accounts.
2. From your Receipts page, click ‘Import from…’ and select ‘Dropbox’.
If you have any questions about importing from Dropbox, please don’t hesitate to contact us at email@example.com.
Hi all, we’ve put a ton of effort into our “trips” and “bank import” features, but are running out of data to test with. Can you please help us out and:
1) Forward your craziest airline reservation to firstname.lastname@example.org
2) Email email@example.com such that we can add support for your credit card
I think we’ve got a solid baseline of all the major US airlines and banks, which means in-app itinerary summaries for most domestic flights, and eReceipt import from most domestic banks. But business travel is a global phenomenon, and I’d welcome your help extending Expensify’s global reach.
Speaking of global, we’ve returned from Thailand (we go overseas as a team for a month every year; pictures at http://blog.expensify.com/tag/offshore-2012/) with some pretty major enhancements:
- Multi-Level Tagging: Couldn’t use Expensify because you needed two or more tags per expense? Now we’ve got you covered. Whatever your needs — a nested hierarchy of tags? A series of independent tags? — we can probably do it now. And with our GL coding and CSV export capabilities, I bet we can integrate directly into your accounting package. Write firstname.lastname@example.org to find out!
- Our Salesforce integration isn’t terrible anymore! Let’s be honest, aside from the single-signon, our previous integration was pretty weak. Well now it’s awesome: tag expenses to Accounts *and* Opportunities (and Projects and Milestones if you use FinancialForce), centrally manage employees, and generally what you always assumed it did, now it does — for both web and mobile.
- Bulk Actions: After countless requests, now you can select multiple reports and approve or reimburse in bulk. Such a simple thing, but wow, so helpful.
And a ton of performance and stability improvements, especially for midsize companies between 100-1000 employees, not to mention the little matter of how our site looks TOTALLY AWESOME now thanks to the heroic efforts of Shawn, our new designer. We’re just getting started, so expect great things, both for mobile and web. If you have any design suggestions, please send them to email@example.com (just no job offers please). And if you know of any bugs, please email firstname.lastname@example.org. And anything else, send to me!
Founder and CEO of Expensify
Follow us at http://twitter.com/expensify
Good news for Expensify administrators: You’re now one, (err…two), clicks away from approving and reimbursing submitted expense reports in bulk. Yes, that’s right! It’s now possible to approve and “mark as reimbursed” all submitted expense reports with our new “bulk actions…” button, a time-saving feature available to companies on the Corporate Plan.
We’ve added bulk report actions for those companies that see hundreds, even thousands, of expense report submissions every month. It’s also designed for companies that use a multi-level batch approval process, typically ending with final approval in bulk by the CFO. Whatever the case for your company, here’s how bulk report actions work:
Corporate plan subscribers will now see a “bulk actions…” button at the top of the Reports page.
Then, by using filters, it’s possible to select only the batch of reports that require your attention. Bulk actions allow you to either “approve and forward,” “final approve,” or “mark as reimbursed.”
And you’re done! One word of caution: Any policy violations will be ignored with bulk actions, so please make sure that someone at your company has thoroughly audited each expense report for correctness and compliance beforehand.
We hope you enjoy this new feature! If you have any questions, or if we can help with anything at all, please write us at email@example.com.