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The Push for Inbox0

Puneet Lath —  March 17, 2017 — Leave a comment

People download the Expensify app for all kinds of reasons: accountants looking for a better (read: less shoebox-shaped) way to collect receipts from clients, employees sick of submitting taped receipts to their boss, and even individuals who just want an easy way to track how often they’re eating Taco Bell (me; too often). One of the major challenges we’ve faced is how to ensure that Expensify works for everyone without requiring tedious configuration. Enter Inbox.

WelcomeBirth of the Inbox

Because users don’t fall into a single bucket, the Inbox feature started as a way for users to define their own use case. Inbox prompted users to complete “tasks” they found relevant, dismiss ones they didn’t, or “reshow” tasks when goals changed; it was a way for users  to mold Expensify into the product that made expenses work for them. The fact that Inbox was asking users to answer questions about themselves (rather than asking them to configure settings) made setting up Expensify easier and more fun.  

Needles sans Haystack

In the meantime, we’d built a ton of automation around the expense reporting process so that doing expenses took very little manual effort. Our patented SmartScan technology, for example, reads expense data off of receipts so employees can just snap a photo as they make a purchase, and have the money in their bank account the next day. So while the automation features made expenses easier for of 95% of use cases, the reality was that rules differed from company to company and some expenses just need more detail.  

Rather than forcing employees to go looking for out of policy expenses, we realized that we could proactively surface those problem expenses by creating specific tasks in Inbox. The employee could fix the problems with a few taps and Expensify would submit the employee’s report for them on-schedule, ensuring that they don’t ever have to think about more than what’s necessary.

Approve.pngApproval Magic

Given the incredible feedback we received from employees, we quickly decided to replicate the experience for managers. Approving reports feels like work when it involves hunting down errors that might not even exist. But with Guided Review, we apply rules based on the company’s T&E policy, highlight unusual expenses, flag potential duplicates, casually throw in some artificial intelligence to encourage thrifty spending, and more, all to ensure that approving expenses never feels like a judgement call.

Inbox0

So, how does Inbox make your life easier? The purpose of all of this is to help our users (including you!) spend less time on expenses and more time doing the things they enjoy. By presenting you with a finite list of tasks that we know you need to do, we make it easier for you to complete those tasks and be on your way. Having this functionality on our mobile app means that, no matter where you are, Inbox0 is achievable. It means that task by task, we’re one step closer to making expense reports disappear.

As always, give us a shout and let us know what you think!

 

As Expensify has grown up, we’ve put more and more energy into adding functionality to give admins more control over how employees interact with Expensify. Today, we’re happy to announce that we fully support SAML single sign-on via both our website and mobile app. We can work with any identity provider, such as OneLogin and Okta, as long as they support SAML 2.0.  Continue Reading…

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: Continue Reading…

As we continue towards our major realtime expense reporting push, we are continuing to streamline the Expensify product. This started with simplifying our pricing structure and now involves changing the way report submission and approval works for those people using Expensify outside of an expense policy. When users submit reports outside of an expense policy, the reports are now moved to the “closed” state and shared with the person the report was submitted to. The recipient of the report still has the ability to approve the report by moving the report to a policy.  Continue Reading…

We are very happy to announce that our Reconciliation and Central Administration feature is now available for American Express corporate cards. Because the feature was such a hit with commercial card holders, we decided to develop for Corporate cards as well.  Continue Reading…

One of the things we pride ourselves on at Expensify is flexibility. Our users have a very diverse set of needs and our goal is to find a simple solution that meets all of them. While the QuickBooks integration that we have built is great for most users, we realize that some people like an extra level of customization. This is why we are taking the time to let you know about this custom QuickBooks integration option.

QuickBooks  Continue Reading…

Here at Expensify we put an emphasis on simple, hassle free expense reporting. We also believe that the best way to develop Expensify into an even more amazing experience is by listening to our users. You asked for a more in-depth way to tag expenses and today we’re thrilled to unveil the magic of multi-level tagging! This new Corporate plan feature is perfect for companies that require more than one tag field. Here’s how it works:

Based on the choice made for the first tag, a second subset of tag options will magically appear. Because tag levels can be hierarchical, users don’t have to sift through giant tag lists to find what they’re looking for.

After the second tag is chosen, more tag lists can appear, customizable up to 5 tag levels.

More great news! Every multi-level tag can be coded for export in a customized CSV export file, tuned to the requirements of your accounting package.

We hope you enjoy this new feature! If you have questions or would like to set up multi-level tagging for your company please email us at help@expensify.com.