Expensify Features

Expensify is a very streamlined tool and does not get bogged down in high degrees of complexity which may be unnecessary. I have found all types of users at my company, from sales execs to marketing coordinators, understand how to use Expensify almost immediately. We provide a 1-pager for best practices to employees and that, in nearly all cases, is enough to get them using the tool without issue.

The corporate card integrations could use a bit of added support when it comes to receipt imports, and occasionally we have had the direct feed from our banking institution break. I think this is likely because we do not use one of the major banks for our corporate credit card though, so the issue may not be on the Expensify side.

due to popularity it is easily assesable and offered many ways to upload an expense. I like how unlike most app/software companies gets it as they make if affordable and capture the biggest marketshare.any companies think their software is be get tham it is and is cost prohibitive or have user minimums which usually are not applicable for small business. I love how they are one of the few to offer personal credit card integration feeds. Believe it or not most do not and actually expect us to upload statements

buggy at times, doesn't transition from mobile to desktop or we based version. mobile app.has far less ability. mostly if fails at the main purpose, saving me time. every months nearly every expense is duplicated, failing to match itself to the credit transactionnand this takes forever to fix. It only sycs properly to the credit transaction if the receipt photo is taken from then app. if you try to upload screenshots? email you invoiced and use the ios "Sent too function" it duplicates the transaction..tech support actually told me to wait for the bank before uploading the receipt. This eliminated the entire point of the product.

Email receipts to upload to Expensify is super convenient.

Amex account activity import can be finicky.

The UI is so snappy and intuitive to use. Uploading receipts, finding what category to use, finding out if your expense is over budget--the UI tells you all exactly where you expect it.

This isn't inherent to the product itself, but I found customer support difficult to deal with. When I ran into a bug where the reports I had previously submitted disappeared, I had to wait a few days before they got back to me via email and their first question was basically "are you sure you had submitted them before?"

The best feature is the smartscan feature. Once you set up the currency, it segregates everything accordingly and saves you the trouble of manually entering it. Even if you have no internet connection, it saves the request and once u go online it will analyze the scan and store it for you.The reports generated are also very well detailed.

I had a technical error, maybe it was my mistake, because it didnt happen to any of my other collegues where the expense trip report closed automatically. But that is easily solved by logging on the web version and activiating it again.

User friendly and I like that it is streamlined way to input expenses and review.

The app isn't as user friendly, the app can import invoices better

I love that I am able to manage all receipts and put them in the correct accounts. This helps when entering receipts for a bank reconcile. I also love the ease of attaching receipts by many different methods. My favorite is the drag and drop method.

The software can be a bit difficult to navigate when the receipts are older. You can't go back and edit past mistakes easily.

Expensify is a cloud-based financial management software designed for businesses to streamline the expense reporting process. The key selling point that got me hooked so many years ago was the receipt scanning. The best part is that you can scan in multiple currencies and they will appear on your reports converted into dollars.

Sometimes the software's customer service can be slow to respond, and that certain features can be difficult to navigate.

The user interface is intuitive and easy to use, making data entry fast and efficient. In addition, Expensify has an Optical Character Recognition (OCR) feature that automatically converts receipt images into editable text, saving even more time on manual data entry.

Sometimes OCR is not completely accurate and requires manual review, which can be a bit tedious. Also, integration with other accounting applications can be somewhat limited.

The feature that won me over is the softwares ability to extract the necessary relevant information from a picture of the receipt and its reliability to accurately create an expense entry automatically. The other feature that really stands out is the dedicated email address you have to send receipts to the app. This feature is great because of rules i have established in outlook so that any "receipts" from certain companies automatically gets forwarded to my Expensify account.

Occasionally, when I was trying to submit a few large reports the app would freeze up on me. Otherwise I cannot think of any negative experiences I have had with Expensify.

The ease of use for our employees is great and very intuitive. I can make changes on the fly to reports if another user doesn't have it quite right for accounting purposes. It categorizes everything including mileage right where it should be.

Integration with our accounting software would probably be very easy if I could get higher ups to agree (They worry it might not flow correctly). I do have to take some manual steps to make that happen - otherwise there is nothing I want to add to the Con List.

I enjoy Expensify's easy-to-use design and clear tools. I enjoy that I can easily upload receipts and invoices via the mobile app. Expensify automates data dumping and saves the original document. Expensify's features make submitting and reviewing expenses easy, and Expensify cards let me track and approve employee expenses promptly. I love that the website makes it easy to locate spending categories, amend them, remit expenses, and look for abnormalities. Expensify isolates and categorizes spending calculates taxes and fees separately, and puts it all into one report, making audits and approvals quick. The notification system tells you of revisions to your submitted reports or accounting department inquiries, allowing you to respond directly and avoid delays in receiving payments.

Expensify is straightforward to use at all levels, although downloading receipts through a phone app, especially handwritten ones, can be slow and error-prone. Checking all entries before delivering reports is necessary to avoid making mistakes that delay approvals and cash.

When working properly, it easily brings account codes, jobs and copies of receipts into accounting software. It links to various credit cards with the paid version for easy reconciliations. The biggest benefit for my application was having the individual card users coding and providing backup for their transactions with the ability to then very easily reconcile in the account software (I use Xero).

The customer service is the worst I've ever encountered, of all companies I've ever worked with in my life. All questions are submitted via chat with a minimum of 2-4 hours between responses. This makes a conversation impossible. There is no help with initial setup or training, which would likely reduce all subsequent problems. Even for an accounting firm who wants to implement the software to a number...

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The great thing about Expensify is that we are able to monitor, document and control all expenses. Through Expensify, team members got rid of collecting paper receipts and then preparing lists and submitting them to the accounting department for auditing and approval. With Expensify, things have become clearer, as each team member independently will be able to scan his invoices to be raised on his own cloud and enter data from them to his expense page, and then the accounting department will be able to audit and notify him of approval or request other inquiries, and by These quick and accurate procedures ensure that no receipts are lost and that you get the money straight away.

Not a lot of unwanted things, and it does not require a lot of effort on the part of the users to be able to track their expenditures properly.

Good for keeping track of and reporting basic expenses incurred for your business. If you need it to do anything extra, not so great. Bells and whistles break frequently and at the worst times.

If you need customer service, start by asking someone else. If you submit a ticket or an email for an issue you may be having, they will respond (never sooner than 12-24 hours) with a copy of that topic's Help manual. In other words, their customer service gives new meaning to terrible. If you try responding to that copy/paste answer, they will copy/paste from another part of their Help manual. It's truly frustrating and you have to get stinking mad before an actual person replies to your issue, usually with a sorry for your troubles reply. I've given up asking them for help. Oh, and if you have a broken bank connection, they love to blame it on your bank instead of actually looking to see if it can be fixed on their end. And no, this is not the free version.

with Expensify Access all necessary tools and records easily, automate spending procedures, and facilitate budget monitoring and evaluation. With the mobile app, scan paper invoices and request approval for increased spending limits within minutes. Expensify also provides flexibility in payment processes by accepting credit card and bank transfer linking, eliminating the need for additional paperwork or switching between platforms.

The intuitive design of Expensify makes it easy to use, without encountering any difficulties.

Expensify has some cool things about it. It's pretty quick and easy to submit receipts for expenses and the approval process is easy. It's simple to add receipts and get everything compiled into one report for reimbursement.

I don't like that it's not always simple to add multiple receipts to one expense. Sometimes one is missing a date so I need to also include a card statement screenshot and adding the supporting documents doesn't appear within the report like I'd like them to. I also wish there was a better way to add comments to the expense itself rather than the chat-like thread within the report. I also have never...

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Expensify is in my opinion the best expense option on the market. It is so easy to use and makes expense reports a breeze.

Not really anything I dislike about expensify, but what I like the least, is I wish the software was a little smarter and able to match expenses if the receipt date is a day or two off from the billing date.

We loved it for a while. Even our most tech challenged people liked it's user interface, receipt uploading and reporting process.

For many months now, we have been unable to integrate with our most used and new Amex business card accounts. You can not get anyone on the phone so you're stuck with the concierge (text messages) who I have been bugging about this issue every week for months. They just say "we're working on it" and "sorry!" and " thank you for your patience", and, most annoyingly "have you tried manually entering your expenses?" Yes but when there are hundreds of expenses then that's a problem and why we bought this software in the first place. They keep saying they are close to a solution, testing a solution, but I don't trust them anymore. So we are looking elsewhere.

This is the best software/app I have used to date to manage employee expenses. As an accountant, there is a constant struggle to get employees to retain and code their receipts; Expensify makes it easy for both! The receipt matching and scanning functionality has really impressed me as well. Take a picture of your receipt, and, most of the time, it will auto-match to the corresponding transaction. Another great feature is that Expensify will generate audit-able receipts for certain small transactions.

Expensify's per user pricing can be a large deterrent depending on company size. A bulk pricing option would be much more tantalizing for larger and even mid-size companies.

This software is extremely user friendly and makes expense reports a breeze, no more saving receipts on long trips or doing paperwork. I love that it syncs with your card/bank and automatically brings in the expenses and gets smarter as you set categories so the longer you use it the easier expense reports become. I've only used the expense reports side of things so I can't speak to the other services they offer. But 10 out of 10 would recommend this product, also VERY affordable and you can have on your computer, tablet & phone makingit so easy to use!

There are times my card/bank becomes unsynced. And it may only be a week at a time. This has happened a handful of times to me in the past 4+ years so not a deal breaker but just something to be aware of. The customer service is always yuck to fix whatever issue though :)

Expensify has a clean and easy to use interface.

We experienced an issue with our credit card (Bank of America) not linking to our account and when we reached out to support (that we can only chat with instead of calling), we were told they were working to resolve the issue. That was over a year ago and we still have to manually enter expenses. Additionally, Expensify has never offered more support than to say they're working on it. They have not discounted the monthly cost despite our request since we're doing their job for them. Unfortunately, the alternative options aren't amazing yet so we haven't pulled our account but at this point, it's just a matter of time.

Expensify has a great UI for users and is a very easy system to manage. It's easy and fast to submit and approve expense reports, including when staff are traveling. Expensify is so much simpler than some of the other expense management software (e.g. Concur). Some Finance Teams seem to think that going with a more complex software. However, I've found that while Expensify does not have as many "lock down" features as other software, allows us to easily manage expenses and move things forward quickly. When you balance administrative features and user UI/expense management, I would always go with the latter. Getting those expense reports is the most important, and Expensify makes that easy and simple!

Expensify's largest drawback is their customer service. For smaller companies at least, there is no account manager and we can only receive support via chat/email. This can be a huge challenge when the integration breaks or something complex needs to change.

Ease of launch, mobile app works decently well. Onboarding support was decent, but sadly short-lived. They still offer monthly pricing. If you're tempted to try their Corporate or higher plan, DO NOT sign on to their annual pricing plan, see below for why.

Google "expensify known issues". Review the list of the corporate cards that they don't support. Be aware that they are not disclosing the many other corporate cards that their platform doesn't support. If you're lucky enough to use one of the corporate cards that they are currently supporting, be aware that their connection to your bank feed can break at any time. Generally, this will happen after...

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Hi there, thank you for leaving your feedback! I apologize for the issues you've run into but definitely want to clarify a few things: Re: corporate card connections. Bank connections may break for any variety of reasons, including (but is not limited to) bank maintenance, connection issues, changes in usernames/passwords, and more. Unfortunately most of these are out of our hands, but we do keep...

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