Saving to Cloud and Scanning to Expensify--How do it quickly?
Hi,
Brand new to Expensify.
I want everything in the Cloud in addition to in Expensify, but it is time consuming to scan to Expensify and also save to Cloud. For emailing receipts, its an easy process, but not for scanning into the app. Is there an easier way to do this?
Best Answer
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Hi @MariaG
Welcome to Expensify.
Here's what I recommend for new users:
Self-paced learning:
- Admin training and resources — step-by-step guide covering the basics of expense reporting for Policy Admins.
- Day 1 for Submitters/Employees — a guide for employees submitting expenses for the first time.
- Day 1 with the Expensify Card — getting started with your new Expensify Card.
- Employee Training E-Learning Programme — an in-depth training programme for users who like a comprehensive step-by-step approach.
- community.expensify.com — searchable resources for best practices and troubleshooting.
Training videos:
- Admin Onboarding will help to increase your knowledge of Expensify setup and administration.
In regards to the uploading to the cloud as well as Expensify, Expensify is typically used as the central place for Expenses. You can then download your reports to the cloud if you desire, but typically users follow this workflow:
- Take photo of receipt
- Upload to Expensify
- Add expense to report (or get it auto-added if set up in this way)
- Action report (submit to approver, export to accounting software... etc)
Could you clarify what your workflow is so I can best advise? I also highly recommend checking out the resources that I have listed above for the optimal workflow to use and set up to create in Expensify.
Answers
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Super helpful, thanks. So I can just rely on Expensify to h old my images of receipts, and not have a back-up location where they are stored?
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Conor Pendergrast Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 175 Expensify TeamOptionsHey @MariaG , it's definitely up to you - there isn't a simple way to "connect" your Expensify account to somewhere else that also stores your receipts, but we have designed Expensify on the assumption that your receipts are precious and should be stored securely!
