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Hey there! My name is Conor, one of the Success Coaches at Expensify. Ours is a new team, dedicated to ensuring expense reporting happiness for our customers. This week, we’re proud to bring users of our QuickBooks Online integration a great new feature: export to credit card sub-accounts!

Those familiar with QuickBooks Online and Expensify will be aware that early this year we switched over to Intuit’s new API. With the new integration, we significantly reduced the amount of time customers spent exporting from Expensify to QuickBooks Online, improved the stability of the integration, and added support for vendor bills and billable expenses. Overall, our customers loved this new connection and took full advantage of it.

We received many requests for support for exporting from corporate cards to multiple credit card accounts. Now, however, we’re really excited to share the news that we’ve added support for linking corporate credit cards in Expensify with credit card accounts in QuickBooks Online.

The process of linking cards in Expensify with accounts in QuickBooks Online is very easy, and the export works pretty much exactly as it does at the moment.

Want to get started now? Check out our Help page on the topic and you’ll be up and running in minutes.

We’re working on a number of other improvements for our QuickBooks Online integration but in the meantime, do you have an idea about other ways we can improve the connection? Leave a comment below, or email help@expensify.com and let us know.

Connecting_Expensify_s_Company_Cards_to_QuickBooks_Online_Credit_Card_Accounts_-_Expensify

Expensify Partners with Uber to Bring SmartRides to Business Travelers Worldwide

Traveling Can Suck. SmartRides Don’t.

Traveling can be brutal. Delayed flights, trying to find a cab, fumbling through your phone for your hotel address — it’s all a huge headache. Those headaches are now a thing of the past because Expensify has teamed up with Uber to trade your boarding pass for hotel key with a single tap.

 

So What is It?

Expensify already provides live flight updates for any reservation forwarded to receipts@expensify.com, and creates your expense report along the way. We call this feature “Trips”, and we’re taking it one step further: starting today the Expensify app will detect when you land and have an Uber driver waiting outside baggage claim to escort you straight to your hotel — all prearranged from your itinerary without you even needing to look up the address.  We call it “SmartRides”; the VIP travel experience for everyone, brought to you by Uber and Expensify. 

 

Expensify Uber

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Think This is Magical? We’re Just Getting Started.

As great as SmartRides is, it’s just the beginning of our partnership with Uber. Next up is an expansion of SmartRides to take you to the airport at the start of the trip, and back home after. After that, we’re launching our integration with Uber for Business, which allows companies to centrally pay for their employees’ Uber trips and automatically sync up the receipts. After that we’ll take Realtime Expense Reports out of beta such that expense reports are a thing of the past once and for all, and then… well, you’ll need to just wait and see.

We didn’t just set out to make “expense reports that don’t suck”; we’re aiming for a total reinvention of the expense management space. Call it ambient computing, call it crazy, call it whatever you want.  But we’re doing it, sooner than you might expect, and it’s going to be awesome.

Have you tried SmartRides yet? Let us know what you think!

 

Download the Expensify App and start enjoying SmartRides here:

Download Expensify on the App Store  Download Expensify on Google Play

In previous Expensify blog posts you may have heard us refer to WOW Fridays. Every Friday at Expensify we allow our engineers the freedom to work on projects of their choosing, that aren’t necessarily part of our immediate product roadmap. We do this in order to allow them to exercise their creative freedom with the benefit that we end up with some really cool additions to the product. Well, the latest product of WOW Fridays is here: Report Comments! Major props to our engineer Florent for whipping this up.

Comment directly on expense reports

When you scroll to the bottom of an expense report in Expensify, you will now notice that the “Report History” section has been re-branded as “Report History & Comments”. In this section, anyone that can view the expense report can comment on it, without having to leave Expensify.

Report History and Comments

 

Email notifications

Whenever someone comments on a report, the people that are shared on the report will get an email notification along with the comment. This makes it easy and efficient for employees, approvers, and admins to communicate about expenses.

Report Comments Email

Hopefully, this helps make your expense reporting process suck even less. As always, let us know what you think!

This week we’re releasing version 4.3.0 of our mobile app on iPhone and Android. In addition to the many small bug fixes and other improvements, this release includes the ability to use Wingman on your phone. With Wingman, you can give someone full access to your account full access to your account without having to share your password. Expensify will continue to keep a paper trail of each user’s actual actions. So when your Wingman performs an action on a report, we record that it was them, not you.

Signing up for Wingman

It’s extremely easy to add a Wingman. Just log into the web app (at expensify.com), navigate to your settings, and invite someone to be your Wingman.

Wingman Settings

Here is a screenshot of Carlos account ( I used Wingman to get it ;) )

Above you see that Giorgio, Garrett, and I have Wingman access to Carlos’ account and that Carlos can log into two tests accounts and Giorgio’s account.

Using Wingman

To use the feature on the web, I just click on the user menu ( avatar in the top right ) and I can see the list of accounts that I can access.

Using Wingman

On my mobile app, I can go to settings to connect to Carlos’ account.

Access to Wingman on Mobile

Tapping on this row shows the list of users that I have Wingman access with.

Wingman accounts

Now I just select the user’s account I want to access.

I am Carlos!

Back on the home screen, I see that the header and tabs are a different color and there is a small wingman icon on the settings.

HomeScreen

I can even forward receipts into accounts that you have access to:

Wingman Email

Go give it a whirl!  And remember, always practice safe Wingmanning.

Since 2008, Expensify has been striving to make expense reports not suck.

Over time, the design of our site and mobile app has evolved, but the basic design has remained pretty much the same. Sure, we have tweaked and improved it, but globally the design has stayed relatively consistent.

Before

Before

Historically, our users have enjoyed Expensify because it’s an easy to use product with a clean interface. To continue to provide this feel, we felt that the current UI/UX could stand for some modernization and simplificaition. It took tons of collected feedback, lots of time and even more discussion but we’ve finally come up with something that we feel will make your Expensify experience better.  You can try this pretty, new Expensify by opting into our beta server.

After

After. [heads turn] Oooohhh… Ahhhh..

For a company, creating an expense report “solution” can be an easy process. You define what you need and just do it, user experience be damned. Many people are using an awful Excel based process. (want to leave that behind? Try SmartReports) .

We here at Expensify have a different take on it. We believe that expense reporting can be simple and convenient using automation and robust company controls to encourage compliance. To this end, we’ve created an application that supports individual users, tracking their personal expenses, AND multinational corporations with thousands of employees. Our current design did a good job at “hosting” all our functionality, but as I said before, we can do better.

New Header, Improve Navigation

One of the first things you’ll notice is the new header/navigation bar. We merged our headers  into one, freeing a lot of vertical space.

Header

Header

The global navigation of the application has been updated. The dashboard is now “hidden” behind the logo. It is our homepage, so binding it to the click on the logo made sense. This freed vertical space on the navigation bar but also removed a secondary screen from the highlights. The navigation will now contain the most important pages of the site prominently: “Expenses”, “Receipts”, “Reports” and “Admin”.

Help Menu

We also grouped most of our help links into a new, context sensitive, help menu. Here you can find common questions, direct access to search our help website, and a way to send us direct feedback.

Help Menu

User Menu

You may have also noticed the picture on the top right. Click on it and you will discover our new user menu.

User Menu

User Menu

This menu aims to group together, in a less obstructive way, the settings that apply to your account. You will find the list of policies that your account has access to and the ability to pick the one you want to use here. You can also connect to other users accounts thanks to our Wingman feature. Finally, you will be able to access your Personal Settings and change your avatar. For that, we are using the excellent Gravatar as it is easy to use, free and widely accepted.

Once again, hiding these “secondary” elements allows us to uncluttered the UI and show only the most important navigation elements.

Report Filtering

Pagination controls

Pagination controls

On the reports page, most of the changes are behind the scene.

We are now doing real backend filtering and use real pagination to load the list of reports. In plain English that means that we are now loading the 250 most recent reports initially. You can view more by using the pagination control on the top right of the reports list.

We hope it will solve the confusion created by our previous behavior of initially loading the last 45 days, which would make older reports “disappear” after a while.

Another benefit is the substantial speed boost. Accounts with a lots of reports can now load the page more quickly.

You can now filter the list of reports by submitter, report name and report ID using our search bar. For submitters, we even help you write the email address of the submitter thanks to our handy autocomplete feature.

Autocompletion of the submitter email

Autocompletion of the submitter email

Report Page

All previously mentioned magic, we spent most of our time improving the report page. Our goal was to provide an accurate preview of what your report will look like if you export it to PDF.

Report Page

Report Page

It’s hard to list all of the changes we have made, but I will try to focus on the most import ones.

Report status: We are finally displaying the status of the report!

Report status

Report status

On the same level you will find the report ID and the report type selector which allows you to convert an expense report into an invoice.

Policy Selector: The policy used by this report is now clearly indicated and can be changed using this control.

Policy Selector

Policy Selector

This single item justifies the whole redesign. By clearly separating the primary policy used by the account from the policy of a report, we hope to streamline and simplify the Expensify experience for user with multiple policies.

Report cycle: You can go switch between report without having to go back to the reports page, making the approval of a bunch of reports much faster if used with bulk approval.

Report cycle

Report cycle

Action Buttons and Next Step: We have increase the visual weight of the buttons for changing the state of the report to make it more obvious and visually accessible.

Action button and next steps

Action button and next steps

Report Tools: On the right of the report, you will find the new toolbox.

Toolbox

Toolbox

Here you can change the report layout, export the report to PDF, attach receipts, add expenses,  and share the report with other people, etc.

To use Expensify with this new layout, just jump on our beta server. Tell us what you think, we are still making improvements!

We hope you love the changes! VIVA LA EXPENSIFY!!!

Old Report Page

Old Report Page

New Report Page

New Report Page

Today we are excited to finally announce a much anticipated feature: Invoicing and Bill Processing! At the behest of our users who were fed up with their existing Invoicing and Bill Processing solution, we’ve worked extremely hard to bring you Bill Processing and Invoices that Don’t Suck! No longer must Expensify users subject themselves to clunky invoicing systems. We’ve taken everything you love about Expensify Expense Reports and applied it for our Bill Processing and Invoices!

EXP-BillsandInvoicing

Expensify now allows you to take Expense Reports created or submitted to you and re-bill them as an Invoice to your clients. Apply mark-up on materials purchased on behalf of your client. Upload your logo into Expensify and we’ll slap it on the invoice. Determine and communicate your custom payment terms.  If your clients already use Expensify they can even pay your invoices directly within Expensify with the same great options that are available for our Expense Reports: ACH Direct Deposit, PayPal, and even Bitcoin!

Ok, so what if your vendors dont use Expensify? You can still send them invoices – just click Attach PDF before you hit send.

We know most users want to keep their bills and invoices in the same program, so we developed Bill Processing to be incredibly easy.  When you activate Invoicing/Bill Processing we create an email address for you to give out to your vendors. Example: YourCompany@bills.expensify.com. Any bills sent to that email address will be SmartScanned and populated into your Expensify account.

EXP-BillsandInvoicing_icon3

We built this functionality because our users were complaining they didn’t like having to export their expenses into Freshbooks or Quickbooks in order to send out Invoices. Well, now you can seamlessly handle Expense Reports, Invoicing, and Bill Processing within one interconnected, powerful tool.

We’ve added more information on our help pages so check those out here:

As always, if you have any questions about Expensify or need help getting your company set up, feel free to email help@expensify.com.

Read the press release here: http://prn.to/YGXBuj

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Maybe you’ve heard of Bitcoin recently in the media. It’s quickly gaining popularity and we believe we are the most mainstream company to implement it with an actual business implication. We’ve hinted that it’s coming, but today we are excited to announce Expensify has added Bitcoin as a reimbursement option for your expense reports. Fans of digital, decentralized, crypto-currencies rejoice!

We see Bitcoin as more than just a gimmick. It is a great solution to a real world problem facing businesses today – international reimbursement. We think this is a big deal. Previously, our US companies with international employees or contractors were incurring currency conversion or wire transfer fees to the tune of 4% in some cases. To this end, Bitcoin is a great tool for minimizing the cost of reimbursing companies outside of the US. As a plus, transfers are secure and instant – no more waiting multiple business days for your ACH to clear!

We’ve set up our Bitcoin help page to walk you through getting set up with Bitcoin. If you have any questions about Bitcoin reimbursement or Expensify in general, please don’t hesitate to contact us at help@expensify.com. You can view the press release here: http://prn.to/11MzPwj.