Expensify Reviews - Page 6

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.

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Thanks for the feedback Katherine! So sorry to hear that categorizing expenses is causing you this difficulty though. This isn't something that we hear a lot of complaints about so I am wondering if there is something we could do to help you streamline this process. Without knowing more about your specific use case I want to bring your attention to our Help page has a few options for troubleshooting: http://help.expensify.com/rules/. In short, you can: edit categories directly from the Expenses page. Select a category right when capturing receipt images on our mobile app. Use Expense Rules to pre-assign categories to different merchants. This wouldn't address the Amazon use case, but for merchants that are always categorized the same, (such as restaurants) this will automatically apply categories for you. If there is anything else we can help with please reach out to help@expensify.com and we would be happy to help in any way we can.

Overall I think this product is great for tracking expenses for my work. Its easy to track with pictures of receipts and easy to add any additional information. The app is easy to use (mostly) for tracking things when you are on the go.

I find it hard when submitting a monthly expense report to the office manager, that its difficult to submit one via the app. Most of the time I will have to get on the website and create a report and submit it that way. Not a huge inconvenience for me but it could be for others who are on the go and traveling a lot.

For any software that requires tedious entry and categorization of items, the key is performance. Expensify meets the bill, both with the website and mobile application. Creating reports, adding expenses, navigation is all very fast. Expensify autosaves all report activity which is a lifesaver if you accidentally close the site or mobile app. Smartscan allows you to take a photo of the receipt and Expensify will scan the photo and auto-populate categories. This saves SO much time compared to having to scan receipts and upload them.

It would be nice to have more integrations with other travel systems, i.e. travel booking systems, ride share applications, hotel chains. The smartscan feature is hit or miss, sometimes it picks up all the information and other times nothing gets auto-filled. You also can't combine receipts in the same smartscan, i.e. two taxi receipts don't get totaled together. Smartscan also isn't great at understanding foreign currencies, this sometimes makes for amusing reports.

Simple. Easy to use. Automated receipt scanning. Automated categorization, with smart features that learns from your changes and preferences. Works on multiple platforms, although the mobile app is the most useful. Submit and edit expenses anytime, anywhere. I've yet to come across anything else that works as well. This will save you time and money, and most importantly help your employees maintain their sanity while filing accurate expenses.

The "smart scanning" of receipts was very buggy a year ago, but seems to work fairly well now. In the past I avoided it and entered everything manually, instead of trying to spot the mistakes. The only issues I seem to run into now is when a vendor doesn't list their name at the top of the receipt or in large/bold letters. It will often pick up something else like the address as the business name. It's pretty easy to spot though.

Expenses come in and need to be accounted for. You need a quick and easy way to get them out of your inbox, wallet, credit card statement, etc. and onto a cloud platform. So, in short, Expensify does what it's purports to do: it tracks expenses. There are also a lot of other features that I don't use, so it likely can be as robust as you want it to be. I use my account very simply. It's nice, too, to be able to track mileage.

I think there are too many clicks required to get to the entering. It's easy enough and quick enough, but it could be easier and quicker. I would like there to be a more simplified interface for people that don't need to use all the bells and whistles.

Not much now that I found an alternative expense reporting system for my company. Expensify was great when there was little other competition. The price was more reasonable than others. The receipt matching was decent, and it was awesome to have it integrated with Quickbooks to reduce financial admin.

It is very clunky and slow. It would take forever to pull reports, make changes, or create pdfs. It is also expensive in comparison to new kids on the block that are more feature rich with advanced technology that are free.

It's super easy to track your receipts during travel or at anytime really. You just scan your receipt with your smartphone, enter the amount, choose the account or category and you're good to go.

There isn't anything bad to say about this software. It works great and saves so much time and frustration because you are tracking everything as you go, while you are thinking about it.

The ability to upload my receipts and track my expenses is amazing. Expensify makes this so easy and the use of the mobile app makes it even easier!

With the features that I am using, I am very satisfied with Expensify and have found it very user friendly!

What I like most about Expensify is its seamless integration with Quickbooks Online and its excellent customer support. Whenever I have contacted their support via chat I have received a response in less than 5 minutes, and my issues is resolved quickly and easily.

It would be helpful if the email receipts function was improved to allow for easy receipt submission.

The mobile app version makes expensify the easiest way to manage and code company expenses. Our company card holders were able to be trained on expensify in one 15 minute training session, and never had to ask for help or support internally.

It took some time to set up and integrate with our ERP (Netsuite). We also had an issue with Bank of America that was hard to navigate, but we found out that it wasn't on Expensify's side.

Email receipts to upload to Expensify is super convenient.

Amex account activity import can be finicky.

Great tool for submitting expenses. Pretty easy and intuitive to use, the interface is built the way and it gives hints and tips where/what to fill. I also love the view when you can see all submitted resorts and their status, moreover, email notifications make it easy to always stay up-to-day about any changes made to your report. Another great thing is that you can use it on desktop as well as on your mobile phone, make document photos/scans in a ​couple of seconds and attach them to the report.

It would be better if "Generate PDF" and "Add documents" would have the icons that clearly show​ the functions, faced a couple of times with the issue when I need to attach the file, but clicked "Generate PDF" button instead

It is very simple to use. Can be customised and you can export the data very easily which makes it awesome. Also the mobile client is perfect for sales people who are on the move.

Nothing much. I am very happy with the product

Easy to keep track of expenses while on the go, mileage, receipts. Integrates with accounts in a couple of clicks. Very simple, user friendly!

There's not a button that reaches out to grab our employees to make them actually DO these simple steps to keep perfect records while on the move.

I access Expensify on a regular basis both on my work laptop and mobile phone (via app). Due to my company's expense policy, it's key to keep tabs on various monthly expenses and ensure they are submitted in a timely manner. Via the mobile app, I add expenses throughout work travel to ensure everything in captured along the way. This way, I avoid missing anything as well as avoid the last minute scramble to submit. To further optimize, I plan to directly link my business-dedicated credit card to have seamless integration.

The smartscan is quite slow to read receipt pictures and tends to hold up process. Therefore, I usually manually submit each of my expenses.

Expensify is a great tool for keeping track of business expenses, whether your dining out, traveling, or paying for a place to stay. Expensify has features that makes this process easy. Expensify streamlines data entry with smart capture capabilities. Customizable tags so users can categorize expenses in a way that makes sense to them. Also, can visually see the cost breakdown on your dashboard. Capture mileage with a GPS tracker takes out the hard word of calculating yourself. This also makes sure you get an accurate result. You can create invoices to anyone even if they do not have an Expensify account. Automate when you want reports generated (daily, weekly, etc). Connect your credit card/bank account and automatically pull in transactions. Overall, Expensify does a great job and is very affordable.

Usually, with a product with many features, the likely problem is usually that the UI is a little hard to use at first. There is a learning curve to the product. Sometimes I have issues with the smart scan but that could be caused by my cell phone camera.

The product is good. It's flexible, easy for users to adopt, and it's available on multiple platforms.

We have had two issues over time that have required tech support from Expensify. Both times the issues were ultimately not resolved. The company has tried to automate tech support in a way that eliminates the ability to talk to an actual person. Ultimately, we decided to migrate away from Expensify to a platform that provides better support.

I love the ability to manage all of my expenses on the go. No more shoving receipts into my pockets with the hope that I will be able to find them later. Quickly snap images of all expenses and have the application automatically add the info into a personalized expense report.

None to list! This product is amazing. Keep it up Expensify!

I've been using Expensify for many years now to keep track of my monthly expenses and get a full and proper report for our accountant. Expensify offers few but essential options, even with the free version. You upload receipts from your cellphone, get them scanned and their information automatically filled within Expensify. The reports are clear and complete. Overall, it does exactly what you would expect from such a tool.

Some options are "hidden" and not easy to find in the first place, making the tool acting strangely. For example, last year, at some point, without doing anything on my part, my reports were automatically closed and sent to my manager before they were completed. I had to go and change the settings in a part of the options I've never used/seen before. After that, all was good though.

I love the fact that it tracks employees business expenses easily. It has a great UI for users like me and it's easy to manage. Am able to submit and approve expense reports especially when my clients are traveling. It offers a self-service setup with dedicated support making my job easier

Its customer service only favours large companies bt small businesses or self-employed like me we can only receive support through chat or mail. So it is challenging when something complex needs to change

Expenses can be added on the fly and then accumulated in a report submittal. This greatly simplifies the submittal process for a frequent traveler. Expense capture via app is key to be sure I am reimbursed for all my expenses

Company rules dictate how expenses are flagged / approved. Even with approvals these out of rule expenses can get hung up. This has caused me to resubmit expenses several times with absolutely no transparency as to what the real issue is

that I can type in multiple receipts at the same time, that travel is easily documented

that it gets confused on why I am sending something to be approved to another person other than my normal person