Even though February is now behind us, it gave us one extra day (yay, leap year!) to do amazing things. Last month, we focused our attention on some of our next big features. Some of them you will find detailed below, but some of them won’t be out for a little while yet, so be sure to keep an eye out for more hotness in the future!
Updates For Everyone
The Guided Review feature has been so successful that we’re now bringing it to the report submitting flow. Guided Review highlights areas of your report that might cause it to not get approved, so that you can fix the expense report before submitting it to your administrator. No one likes to have their stuff audited, and Guided Review makes sure to get it done right the first time!
Along with Guided Review, we also added a new report violation that helps remind you to correct the information on a receipt if it failed to SmartScan.
We added some super-awesome-wild-sauce features that let you to rename your bank accounts. Use this to give them a more identifiable name and help clear up confusion when you have multiple bank accounts connected to Expensify.
Did you like the new interface for adding withdrawal accounts? Now the same interface has been brought to deposit accounts as well. Adding an account now takes just a few clicks if you have an account at one of our 15 supported major banks.
Updates For Admins
We want to hear from you! We’ve poured so much of our heart and soul over the last year to make Realtime Expense Reporting a reality that we just don’t understand why anyone would want to disable it. To better understand your needs and expectations, we now ask that you provide feedback when you turn off one of these features. We really try hard to make your lives better, but we can’t know what you need if you’re not communicating that to us.
Speaking of Realtime Expense Reporting, we used to have two options for Harvesting (automatic report submission) and Auto-Reporting (automatic report creation). Now those two options are combined into a single feature in order to simplify things and make your expense reports even easier.
There is a lot that happens on the expense side of your company and we are trying to separate the signal from the noise for you. We started by adding the Report Inbox, and now we are improving that by sending you a weekly email of all the items that are waiting for your action. You no longer need to log into Expensify and guess what you need to do. We give you a list, and all you have to do is click a couple of buttons.
Another great new feature that we’ve improved upon is our tax implementation. We previously overhauled this system so that we could expand into the UK market. In February, we added the ability for admins to enable and disable specific tax codes. This is especially handy if your accounting integration has imported a bunch of tax codes and you want to control which tax choices users get to choose from.
Our improvements to tax didn’t stop at enabling and disabling tax rates. We also brought support for importing tax from QuickBooks Online. Now you don’t have to manually duplicate tax rates in both systems!
The Intacct connection now supports entities. This will allow you to connect your entity to a single policy and keep the same organization in both systems. What could be better than that (excluding donuts)?
Phew, that was a lot of new features! Interested in trying any or all of these features? Write to us at firstname.lastname@example.org to get started!