Archives For Product Info

Pro tips, best practices, and feature updates that you don’t want to miss.

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!

 

Hello!  To celebrate the arrival of a new fall season (or, for our new friends down under, a sunny spring!) I wanted to introduce you to our newest creation: “Concierge”, the product of many months of effort, and possibly your new best friend.

In short, Concierge is our artificially intelligent virtual assistant, built right into Expensify.  That means Concierge knows everything Expensify knows — which, given the billions of dollars in expenses we process, is a lot — and is eager to use that knowledge to make your life easy.  Continue Reading…

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2016 has been a big year for Expensify’s relationship with Xero. At Xerocon London in February, we announced the launch of our UK office and our ability to sync tax rates from Xero. In May, we unveiled our global strategic partnership at our inaugural ExpensiCon conference in Hawaii, where we crowned Xero as our Add-On Partner of the Year.  Continue Reading…

We’re always on the hunt for ways to simplify the process of getting your receipts into Expensify, and that’s why we’re excited to announce an integration with Fujitsu’s ScanSnap Cloud, a service that makes it even easier for ScanSnap users to get their receipts into Expensify!

Now, ScanSnap customers can bypass the traditional, multi-step process to scan and save important information by sending their data directly from their ScanSnap iX500 or iX100 scanners into Expensify with a push of a button.  Continue Reading…

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!
Continue Reading…

Winter is in full force across the US and we have been in full force rolling out all kinds of new features. The team also took a couple of weeks to focus on product stability and take care of some bugs that have been lingering for a while. All in all, a productive January indeed!
Continue Reading…

Duplicate expenses are a pain for everyone, so we’re finally doing something about it.

The Problem

Whether intentional, or not, duplicate expenses are an issue. Duplicate expenses create more work for both the submitter and the approver. They are a core task in auditing to be sought out and destroyed!

The Solution

Continue Reading…