More improvements: People & policy management

Tom Jacobs —  October 29, 2010 — 5 Comments

Following on from the blog post two weeks ago, we’ve made some more improvements. Today, the employees tab in the policy editor gets an overhaul, and is now called the people tab. Here’s a look at what has been upgraded:

New! Multiple final approvers. Whereas we used to limit you to select only one final approver, now you can just construct your report approval/forwarding chains and set the final approvers in the chains to forward to “No one” – this lets us know they are at the end of the chain; the final approver for this chain. Your existing policies will automatically be updated to match this new system.

Multiple administrators. Now there’s no limit on adding other administrators to the policy, and they can now manage everything in the policy: people, categories, tags, limits, etc, and even go on to add other administrators.

Multiple administrators means multiple accountants. Whereas previously, accountant selection was done by a single drop down selection menu, it is now done by just setting a person as one of the administrators.

Forwards-to and submits-to separation. Now each person can be set to submit their reports to one person, and be set to forward their reports to another, so when they don their report-approving hat, their approved reports will be forwarded to a different person, for the next level of approval.

Simplified layout. If they’re in the table, they’re in your policy. No more extra checkboxes for submitters or approvers.

Sync now button for QuickBooks & Google Apps. We’ve added a sync now button which syncs your employee list from QuickBooks or Google Apps, whereas before these people were just (somewhat confusingly) listed in the table even if they weren’t in the policy.

Add person window. This allows you to choose the person’s submit-to and forwards-to settings, gives you more control over sending emails, and makes it more clear that you can add multiple people at once.

Moved CC list. The people on your CC list have been moved into the main table, and set as administrators. All administrators are automatically CC’ed on every report that uses the policy.

As always, let us know what you think of these latest changes, by emailing help@expensify.com, or just commenting here.

5 responses to More improvements: People & policy management

  1. 

    Very nice!! I am going to check out some of these features. You guys are getting better by the minute.

    Nimish

  2. 

    We’re giving Expensify a shot by testing it with some of our most “responsible” travelers. There are some internal policies that are hard to align with the current feature set but I’m sure over time this product will have a TON more flexibility in application and design.

    This ALMOST made T&E fun. I’m just worried about what pictures our travelers will attach to their receipts 🙂

    Chad Cohen
    VP Finance, Zillow.com

  3. 

    Great optioins, but details on how to setup these features are very difficult to find. Can you add links in the articles which will show how to setup multi-level approvals and other rule based approvals? Thanks

  4. 

    Hi Carl,
    You can find set up instructions here: http://help.expensify.com/advanced-approval/.
    Hope this helps!

Trackbacks and Pingbacks:

  1. The Expensify Experience « Expensify Blog - November 18, 2010

    […] People: With the people page you can consolidate all of your employees, consultants, clients, and others you work with, as well as manage their admin status and their approval workflow all in one place. You can read more about it here. […]

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