Best Of
How do YOU use Postman and the Expensify API together?
We have many customers new to using APIs and some who are using Postman for the first time. For those of you who are already pros, would you mind sharing some details on your use cases and how you use the two together?
Some questions to help guide you:
- What do you use Postman for with the Expensify API?
- Do you have any tricks to share?
- What are some common blockers one just starting out might face?
- Where do you find resources when you run into trouble with Postman?
Cheers!
Introducing local billing for our customers in New Zealand
In January of 2018, we introduced the option for customers in the United Kingdom and Australia to be billed in their local currencies. In our continued roll out, we’re happy to now add New Zealand to this list!
For any current customers who are looking to change their currency, simply head to your Settings > Your Account > Billing & Subscriptions > Payment Details and click “Change Currency” or click the link in the Inbox card!
Remember: You’ll need to be the Policy Billing Owner to update this!
How do I turn off Concierge?
For the Expensify Success team, this is a very common question, so let's tackle it here...
To answer this question, it helps to know what Concierge is. Concierge is your virtual Expensify assistant - any automation or helpful messages in Expensify are from ‘Concierge’. This means it’s not as simple as ‘turning off’ Concierge. So let’s look at what is covered by Concierge and what you can change:
Messages - when you first use the mobile app, Concierge will confirm that you’re on the right track ‘thanks for scanning your receipt’. Concierge will also tell you if any automated actions have taken place e.g. expenses deleted due to Duplicate Detection. These messages cannot be turned off.
Mobile notifications - when you have violations, or your report is approved or reimbursed, Concierge will notify you via the mobile app. You can control these notifications in your phone’s notification settings.
Duplicate Detection - if you SmartScan two expenses with the exact same date and amount we’ll delete one because 99% of the time it’s in error. But if you actually have two the same, just go to your Expenses page and use the Deleted filter, then open and ‘Undelete’ it.
Emails - when you have reports to fix or to review, Concierge will email you weekly to let you know you need to do something. You can turn these off under Settings > Your Account > Preferences.
Technical emails - If you are the technical contact for your accounting integration, and the sync fails, you will be emailed about it. The technical contact is set on Settings > Policies > [Policy Name] > Connections and the notification cannot be disabled (it’s crucial!)
Inbox - anything you can do or need to do will be listed on a card in your Inbox in Expensify. This cannot be turned off, but you can ignore certain cards.
Report Creation - if you use Scheduled Submit, Concierge is listed as the user who created the report and adds the expenses to the report. Scheduled Submit is generally controlled on the Policy.
Guided Review - When Concierge tells you to review a report, only the expenses with violations will be shown for review. If you want to look at everything, close (x) out of the yellow Guided Review banner.
Automatic Approvals - if you set your Manual Approvals to ‘No’, any reports without violations will be automatically approved by Concierge. You can set this to ‘Yes’ to make everything manual under Settings > Policies > [Policy Name] > People
Automatic Reimbursement - if you set your Manual Reimbursement Threshold on Settings > Policies > [Policy Name] > Reimbursement, anything under the set amount will be reimbursed by Concierge, and if it’s under $100 it will be next-day reimbursement.
AutoSync - When AutoSync is enabled on your accounting integration, Final Approval on a report will automatically trigger the export to your accounting software.
Now you see all the stuff that can be automated from the first SmartScan to exporting to your accounting system, you may not want to ‘turn off Concierge’ at all, but hey we won’t blame you if you want to disable your phone’s notifications! (you should probably pay attention to emails about reports though!)
Sign up for Upcoming Webinars
Multiple webinar opportunities are available, register for one today!
NEW! Self-Employed webinar
Are you a sole proprietor, freelancer or contractor? Register to learn about managing your business expenses in Expensify to complete IRS Schedule C (Form 1040) here.
Company Cards Administration webinar
Register for our Company Cards Administration webinar to learn how Expensify will help admins manage company card expenses, as well as best practices for reporting and reconciliation here.
Admin Onboarding webinar
Looking for a refresher on Expensify policy management and administration? The Admin Onboarding Webinar goes over the Policy Admin role and the basics in managing your company policy. It’s perfect for new admins, or for admins who just want to brush up on their Expensify knowledge. Register here!
Employee Training webinar
Register your team for the Employee Training webinar for a tour through the mobile app, an introduction to SmartScan and a guide on submitting reports here.
Each webinar has multiple sessions available, and will also be recorded. 