Great news! We’re thrilled to unveil Attendee Tracking in Expensify. This new feature offers increased transparency on group spend by allowing users to add internal colleagues and external guests to expenses, as well as document attendees for meeting and event spend.
Here’s how it works:
When creating a new expense, simply choose internal attendees from a drop-down list of your coworkers, or manually type in external attendees (like a client's name).
Add attendees to an expense to account for group spending scenarios. Policy rules and expense limits are applied on a per-person basis. An expense that exceeds policy limits based on the number of attendees will result in a violation. If a violation exists, expenses will be highlighted in the Guided Review process for submitters and approvers.
Admins can quickly and easily examine and export attendee details to a template for reporting and spend analysis. No need to check the comments field of each expense for important attendee details - just check out the attendee field!
If an expense is over the policy limit (per person), violations will be flagged on reports for submitters and approvers:
Curious for more details? Check out our help doc on Attendee Tracking here.
Our customers have told us over and over that reconciling company cards sucks. That the monthly process of confirming all expenses on your company card statement have been downloaded, reported, coded, submitted, approved and exported can be a real pain in the you know what. Which is why we're incredibly excited to announce our shiny new Company Card Reconciliation Dashboard.
Go to Admin > Domain Control > [domain name] > Company Cards, enter your statement start and end dates and we'll display:
- Imported, Approved and Unapproved totals for the whole card feed
- Approve and Unapproved Totals for each card
From here you can:
- Confirm all expenses on the company card statement are in Expensify
- Identify employees with outstanding expenses (i.e. those that are Unreported or on Open or Processing reports)
- Click on any of the amounts on the Dashboard to view the corresponding expenses on the Expenses page:
In addition, Domain Admins can now view Unreported company card expenses and Auto Report them (onto an existing Open report in the employee's account if there is one or create a new one if there isn't):
With this tool, Domain Admins now have the ability to view, report, code / attach receipts, submit and approve company card expenses giving them complete visibility and control over all company card expenses.
Learn how to complete your reconciliations using the Dashboard
We look forward to hearing your feedback!