How Do You Expensify: Forming Habits with Expense Reporting

Joanie Wang —  July 29, 2014 — 3 Comments

Forming Habits with Expense Reporting

Whether you work at a startup, a large corporation, or something in between, the end of the month always means one thing: it’s time to get those expense reports in!

People often consider expense reporting to be a pain in the elbow, and that’s why we’ve made it our mission to make expense reports suck less. Using Expensify can help significantly reduce the overall time it takes to finish a report. Even better, pair it with an incremental behavioral change and you might actually look forward to submitting your expense report every month (we can dream right?). 

Putting Off Something That Sucks – Hey, It’s Natural!

Sit back and think for a hot second: how do you file your expense reports?

According to Leo Babauta from ZenHabits, we spend much of our lives avoiding or putting off our problems. People hate doing expense reports because it’s always been a long and tedious process that involves finding crumpled pieces of paper, manually entering a load of expenses and then triple-checking everything to make sure it’s all correct. As a result, you think of expense reporting as a problem that you want to put off for as long as you can.

At Expensify, we want to make those monthly, hours-long expense reporting rituals a thing of the past. We want to change the way you think about and do expense reports. How?

Try It Out: A Small Change in Behavior

Instead of throwing your receipt in your bag or pocket, use our mobile app and take a picture of the receipt when you get it. In doing so, you are accomplishing four things:

  1. You reduce the amount of clutter in your bag or pocket. A photo of your receipt = paper receipt in trash.
  2. You also minimize the risk of losing the receipt down to zero.
  3. You decrease the amount of time it takes to file expense reports by handling your expenses at the time of purchase instead of filing a pile of them at the end of the month.
  4. Your uploaded receipt can be sorted with categories and tags, which helps you organize expenses automatically.

Once you take that photo, our SmartScan technology will transcribe the receipt for you so you don’t have to enter the information manually. More importantly, by taking a picture of your receipt as soon as you get it, you’re creating a behavioral change that will fundamentally alter the way you do expense reports. This tiny change might seem inconsequential, but the power of habit is an incredibly powerful, subconscious phenomenon that can change the way you do expense reports forever. Repeat this action often enough, and you’ll be able to cultivate a strong expense reporting habit.

Take a Photo, Thank Yourself Later

With this small habitual change, a cursory glance over your expense report at the end of the month is all you’ll need to do before submitting it to a manager. No more high volume, last-minute scanning, organizing, or detailing. How amazing does that sound?

Don’t take our word for it. See what users have to say about how Expensify is changing the way they do expense reports:

https://twitter.com/yourfrienderin/statuses/491993217634562048

https://twitter.com/justmyMO/statuses/484460007837401088

Change the way you think about expense reporting! Let us know your story in the comments below or try us today.

Joanie Wang

Posts

Joanie Wang is the marketing lead at Expensify. When she isn't helping rid the world of expense reports that suck, she is doing yoga, diving into SF's culinary scene, or playing with her adorable puppy Arya.

Trackbacks and Pingbacks:

  1. [CEO Friday] 5 Fast Tips for Business Travelers « Expensify Blog - October 17, 2014

    […] for staying connected in the air, etc.  Make a point to really give them a shot, even if it means developing new habits to go with […]

  2. Expensifier of the Week: Couchsurfing! « Expensify Blog - October 21, 2014

    […] “Expensify was so easy to use that I stopped waiting until the last minute to do reports and instead would get to them right away. Expensify’s best feature is the ability to just take a picture of a receipt and upload it via in […]

  3. Expense Management with the Most Radical Shorts Company in the World « Expensify Blog - December 10, 2014

    […] in an RV earlier this year. Can we find a tool to help them manage their expenses proactively and set processes in place to help them be more accurate in the field? There had to be something out […]

Have something to say? Share your thoughts with us!

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s