Archives For receipts

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It’s always a thrill ride when an Expensify customer becomes an Expensify partner, so buckle up!

We’ve partnered with Lyft to make expensing business rides automatic and touchless, like your favorite Sunday carwash. When your Lyft ride is complete, your ride receipt will automatically populate in Expensify for easy expensing – no clicks or taps necessary!

Continue Reading…

This guest post is Part 2 in a 3-part series discussing taxes written by Christopher Remus, author of Tax Pain Relief.

In Part 1, I talked about the different sources of tax season pain such as stress, tension, and anxiety. This pain is compounded by our attempt to avoid the pain by procrastinating, which only serves to add more pain to the process of getting our taxes filed.

The good news is, it’s possible to break the tax pain cycle using the system outlined below. How do you get started? Simply follow these five manageable steps outlined below. Continue Reading…

Managing multi-page PDF receipts in Expensify is simple. To begin, just upload them as you would usually (forward to receipts@expensify.com or upload them to the site). Once uploaded, you are free to attach the PDF to an expense much like any receipt image. You’ll notice that the thumbnail image in Expensify only displays the first page; don’t worry, we’ve got the other pages too.

In order to view all receipt pages just open the ‘Edit Expense/Receipt’ window and click the ‘download’ button below the image. This will open the receipt, in its entirety, in another tab in your web browser.  Continue Reading…

Expenses and Receipts are two pieces to the Expense Report puzzle.

Expense: Summary of information related to a transaction. The IRS requires an expense to include the date, amount, and merchant in case of audit.

Receipt: Proof of a transaction that helps to verify things such as merchant, amount, date, and account/tender used.

You can have an expense without a receipt…

You can have a receipt without an expense…

But when the expense is put together with the receipt, it creates a beautiful thing…

How to Attach a Receipt to an Expense:

Once your receipts have been uploaded to Expensify, you are be able to go in your Expenses Page or Reports Page and view a similar page as the one depicted below.

By clicking the    you are be able to add a receipt to an expense that has no receipt associated with it.

By clicking the  you are then be allowed to attach a receipt, replacing the eReceipt.

By clicking the  you are be able to detach a receipt if it is linked to the incorrect expense, and thus be allowed to attach the correct receipt.

By clicking the  or  you will also have the option to split an expense by date, merchant, category, tag, or amount; and the original receipt will be associated with all the split expenses. This also takes you to where you are able to edit an expense.

Or you could just let SmartScan do all the work for you!

If you need any further help or have any other questions about uploading receipts or anything expense related, please write to us at help@expensify.com.

You might have read about some of the alliances Expensify has formed with other great companies trying to achieve the common goal of removing the toxic receipt menace from your lives. Today Genius Scan released an update that will more fully integrate it’s product with Expensify.

Upgrade: Users can specify the comment, date, merchant, amount, currency with receipt upload from Genius Scan. 

Important Notes on the Upgrade

If you are going to fill in anything but the comment field (merchant, date, amount, currency) you will need to fill out all four to get the full effects of this new integration feature. If one of the four is left blank, then all of the others will appear blank when exported to Expensify. If you have any questions about the integration email us at help@expensify.com.

Not familiar with Genius Scan?

You should be! Genius Scan turns your iPhone into a pocket scanner. It enables you to quickly scan documents on the go and email the scans as JPEG or PDF. My favorite feature is their futuristic cropping interface. Give it a try, you won’t regret it!

 

You can add receipt images to your reports with or without expense information. Depending on the information you’ve added to your receipts, you’ll find them in different locations of your report.

Receipt Thumbnails

Receipt images added to a report with corresponding expense information are listed in the expenses list and the Receipt Thumbnails section immediately below it.

Report Attachments

Report Attachments are images added to a report that are not attached to an expense and do not contain minimum expense information. Minimum expense information includes a Merchant Name, Date, and Amount. Without these distinctions, receipt images will be added to the Attachments section of a report. Why attach an image without any expense information? Report Attachments serve as supporting documentation for the expense report. The most common uses of the Report Attachment are pre-approval documents and insurance forms, but you can utilize this feature for any of your supporting documentation needs.

While this distinction is basic, it’s definitely a good thing to know when putting your report together. If you have any questions about Report Attachments, Receipt Thumbnails, or any of our features please feel free to contact our support team at help@expensify.com.

In case you haven’t already heard, Expensify’s Web Receipts extension for Google Chrome helps you capture receipts from the websites you visit in just one click.

Expensify Google Chrome Extension

Expensify Google Chrome Extension

Install the extension and connect it to your account and you’ll be ready to send us web receipts.

Expensify Chrome Extension menu

Expensify Chrome Extension menu

We’ll create a screenshot of the entire webpage and send it to Expensify.

No need to save a file to your desktop and to upload it to Expensify.

No need to get an email and forward it to receipts@expensify.com.

No, just one click and you are done!

Receipt Created

Receipt Created

Find a bug or have a suggestion?  Just pop us an email at help@expensify.com.

Also if you like the extension, please leave a review and Google +1 it!