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Archives For November 30, 1999

Power Up Your Accounting Capabilities with QuickBooks-Expensify Integration

expensifyadmin —  August 8, 2014 — Leave a comment

As part of the Webucator Tips series, we’re excited to share this power tip to current QuickBooks students. Read, share, and drop some knowledge!

When we first meet a potential Expensify user, the first thing we typically ask is, “How do you do your expense reports?” and “What accounting software do you use?”

Okay, so that’s actually two questions, but it’s hard to ask the first question without following up with the second. If you’ve ever had a hand in either, it’s easy to guess that expense reporting and accounting are intricately linked.  Continue Reading…

In Featured Users , , , , ,
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Keep It Simple: How to Organize Just Enough

expensifyadmin —  August 5, 2014 — Leave a comment
ToDoList

You don’t need a functional tattoo to stay organized

With so many tools and apps that claim to increase organization or productivity, how do we find out which tools will actually help and not hinder our workflow? At Expensify, our approach is to keep it simple; forget the apps and stick to what’s tried and true. Here are a few core principles that help us stay productive; try them out and let us know what you think!  Continue Reading…

In Product Info , , , , , ,
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CEO Friday: Minimum Viable Employee

David Barrett —  April 18, 2014 — 2 Comments
But with less walls and and more coding.

Our challenges have fewer walls and and more coding, but same idea.

It’s widely repeated that “great people are 100x more productive than average people.”  But while everybody says it, most companies just hire 100x more average people. At Expensify, we try very, very hard to hold the line and only hire people we think are truly great. This means that despite ample resources and more than enough work to go around, we hire extremely slowly — and spend an enormous amount of energy doing it.  A lot of that energy is directed toward refining the hiring process itself, with a major recurring topic being: what makes someone great?  Continue Reading…

In Thought Leadership , , , ,
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New Years Pro-Tip: Recent Destinations for Mileage Expenses

garrettmknight —  January 4, 2013 — Leave a comment

Now you can enter your mileage expenses quicker, making expense reports suck even less! When you create a mileage expense on the web app, click the ‘use map’ button in order to use Google Maps to determine the distance you traveled.

Screen Shot 2012-12-26 at 4.28.30 PM Continue Reading…

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Intern Pro Tips

 —  August 10, 2012 — 2 Comments

Tomorrow is my last day of work here at Expensify, thus ending what has been an incredible adventure.  I joined Expensify in late May as an intern, and now my time has come to return to school.  As I write this, I’m watching the sun set over San Francisco and it’s finally sinking in that I won’t be seeing another California sunset for a while.  I joined Expensify in late May with nothing but a laptop and high hopes, tomorrow I’ll walk out the door (of the new and better office) with the hope that our paths will cross again.  Why?  Because it turned out to be so awesome!  This city is incredible, the work is fun, and it’s always a good time hanging out with the team.  I’m excited to get back to school, but it’s bittersweet to be leaving such an awesome company at the same time.  So now as an experienced Expensify intern, here are my pro tips on how to handle working for an awesome and fast paced startup.

Do:

Enjoy yourself.  The office is filled with awesome people, you’re in a great city, and you’re working on a product that a million people love!

Listen!  Everyone here would love to teach you something, just make sure you’re listening and able take advantage of that.

Be open minded.  Your mockup or design document will not always be the best. Be able to take tough feedback because in the end it makes for a better product.

Take ownership of your projects.  Plan, implement, and test. Then show it off to everyone and you’ll feel like a rockstar.

Wear sunscreen.

Don’t:

Expect someone to hold your hand.  Be able to work independently and help will be there when you’re actually stuck.

Miss your last ride home.  If you’re staying late it’s a good idea to know when the last BART train leaves (1:04 AM if you’re headed south).

Sit on the couch all weekend. After all, this is San Francisco.

Adjust Witold’s chair.  Leave it alone and nobody gets hurt.

Bonus: Pictures!

Expensify went wine tasting after hitting the 1 Million user mark in June.

San Francisco from the top of Twin Peaks

A night out with Thomas and the other interns

Took a trip down to Big Sur

Sunset on the Golden Gate

This summer was great, guess I’ll just have to come back.

-Andrew

In Company Life , , ,
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Pro-Tips Monday: Expensify Integrates with NetSuite

Jason Mills —  June 4, 2012 — Leave a comment

For today’s Pro-Tips Monday, we’ll walk you through how to integrate Expensify with NetSuite, a leading cloud-based accounting package.  NetSuite integration is available on the Corporate plan, and you can also reference this post if you’d like to integrate Expensify with other cloud-based accounting software, such as Intacct.

Initial Setup

The pre-requisite steps for NetSuite integration are: 1) Sign-up for an account at http://www.expensify.com; 2) Create a company expense policy (directions); and 3) Map your company’s accounting setup (examples).

Creating Your Export Format

Once the pre-requisites are out of the way, you’ll need to decide how your company will export from Expensify into NetSuite.  PAY ATTENTION HERE.  THIS PART IS IMPORTANT.  NetSuite can accept financial information as “vendor bills”.  Which format your company will use depends on your NetSuite implementation.  If you’re unsure which is right for your company, please email us at help@expensify.com.

NetSuite requires the following information on import:

  • Reference Number (unique expense report number)
  • GL Account
  • Location (exact name as found in NetSuite)
  • Amount (decimal number; no comma or symbols)

Optional fields include: Department, Customer/Project and Class (all exact names as they appear in NetSuite), as well as Billable (yes/no).

Configuring Your Export File

After you’ve chosen the appropriate format for your company, you will create an export format that any admin can use when exporting from Expensify to NetSuite.  To do so, visit Settings > Policies > [Policy Name] > Export Formats.  Below is how you’d configure an export file when exporting as vendor bills.

Configuration for exporting as a vendor bill

And you’re done! At the end of your next accounting period, you can choose which reports you’d like to export, and the information will be formatted for direct upload into NetSuite. Let us know if you have any questions!

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Expensify’s Guide to SXSW 2011

 —  March 11, 2011 — 2 Comments

SXSW

You might be wondering why Expensify isn’t at Austin’s notoriously cool South by Southwest Music (and Tech) Festival this year. We do love Austin, Texas. But alas, we’ve committed ourselves to staying in the Bay Area for a little bit to finish polishing up some great new features we want to roll out for you all sooner than later. That commitment doesn’t stop us from daydreaming, though, about what we’d do if we were at SXSW this year. In particular, we’re in love with the music – it’s SXSW at its roots.

Top Three Bands We’d Like to Hear:

  • Zion I & The Grouch: hip-hop legends from the Bay Area (represent!)
  • Gay for Johnny Depp: alt-country, yeah, but mostly we just love the name
  • Noah and the Whale: I (Meghan) have admittedly been loving this band for some time, so I’m pretty jealous of anyone who catches them this year

What about you guys? Who’s attending SXSW? What can you not wait to see and hear? Let us know in the comments!

In Thought Leadership , , ,
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