Archives For technology

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Though Xerocon London 2017 came to a close two weeks ago, our team is still buzzing about what an incredible event it was (only more six weeks until Xerocon Austin, but who’s counting?)! Kudos to the Xero team for making this year’s conference the biggest and best yet. Throughout the event, it was clear that the entire ecosystem continues to grow exponentially, promoting the value of automation for both accountants and their clients. Here are some of the biggest takeaways we had from the show! Continue Reading…

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If you’ll recall David’s last newsletter and blog post, Expensify has been growing rapidly in the last six months, and we’ve seen the toll it’s been taking from a customer support perspective:

It has been a busy, busy year.  Just a couple months ago I mentioned we had 35,000 customers — well now it’s 43,000.  We’re on track to add more customers in six months than we’ve added in the past *six years*.  This has placed a pretty serious strain on our system and people, and I really appreciate your patience as we ramp up both to sustain this rate of growth as the “new norm”.

As the team discussed additional ways to offer timely support to our users, we realized one very important thing: we lacked a communal space for users to connect with other users, ask questions, trade tips, and share experiences in our common quest to build an efficient expense management workflow that works for everyone.
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Just one year ago (almost to the day!), we announced ReceiptBurner. Our vision was to eliminate paper receipts by importing them into Expensify directly from the most commonly expensed merchants, such as Uber, HotelTonight, and Revel Systems POS. We added Lyft to the roster last week, and the receipt fire still burns! Here are our five newest ReceiptBurner integrations, all focused on smoothing the pains of business travel:

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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!

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Everybody knows what accounting is:

Accounting [uh-koun-ting] (noun)

The theory and system of setting up, maintaining, and auditing the books of a firm; art of analyzing the financial position and operating results of a business house from a study of its sales, purchases, overhead, etc.

But what is “preaccounting”?  Not everybody is as familiar with this newer concept, so I’ll go ahead and define “preaccounting” as:

Preaccounting [priuh-koun-ting] (noun)

The system through which financial data is gathered, coded, aggregated, and normalized so as to enable accounting to occur; accounting processes executed by non-accountants, including expense management, time tracking, etc.

In layman’s terms, preaccounting is the super boring, tedious work that nobody wants to do, but that absolutely needs to be done before the truly valuable accounting work can begin.  Unlike accounting, which is clearly the job of accountants, preaccounting is nobody’s job Continue Reading…

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Business travel might seem fun and glamorous on the surface, but road warriors know that the behind-the-scenes logistics involved in booking a business trip are just the opposite. Scheduling flights and hotels, collecting receipts, and trying to work on a flight when your neighbor is hogging the armrest are just a few of the hassles that get in the way of enjoying a business trip, not to mention the hundreds of emails that pile up while you’re out of the office.

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One of Expensify’s most popular features is its direct integration with QuickBooks. Expensify is able to integrate with both QuickBooks Desktop and QuickBooks Online. Here are some things to make sure to be aware of when setting up your connection:

  • Information is not automatically exported from Expensify to QuickBooks; the export must be triggered by the user. Visit our QuickBooks export page to learn about exporting expense reports to QuickBooks.
  • Expensify does not edit your QuickBooks company file. Expense accounts can be imported into Expensify to use as categories, but categories and tags created in Expensify will not be added to your QuickBooks company file. New expense accounts will need to be created in QuickBooks.
  • When new accounts are added to your QuickBooks company file, you will need to update the connection in Expensify. You can do this by going to Settings > Connections and clicking “update now”.
  • Typically, the best way to manage multiple QuickBooks companies within one Expensify account is to create a separate expense policy for each company.
  • It is important to always be logged into QuickBooks as the master admin (single user mode) when connecting with Expensify.
  • Intuit currently does not support the ability to connect with the Mac copy of QuickBooks Desktop. Specifically, the QuickBooks Web Connector is not supported on the Mac. You can, however, connect to QuickBooks Online using any operating system.

As always, please feel free to email us at help@expensify.com if you have any questions about setting up your Expensify-QuickBooks connection!