Expensify.org/hunger SNAP campaign status
We’re no longer accepting new participants as our focus is on reimbursing existing claims. While we’re unable to provide a specific timeline on when your report will be reimbursed, we’re doing our best to drive donations and keep reimbursements moving forward. If you know anyone who can donate to this campaign please encourage them to enable Personal or Corporate Karma on their Expensify account.
How do I track receipts from my Email? Thank you!
I got frustrated searching for ideas and trying to vote them up, as it seems many are very old and with very few votes. So I'm starting a new list. This is my #1 request - and I posted the same comment in the one idea that I found:
Expensify needs an Admin-level Copilot feature, or the ability to login as another user. This is called "proxy" in other systems, namely Concur. I'm shocked that it doesn't exist already, or that there aren't more requests for it.
Admins should be able to do anything for anyone.
-When someone goes out on leave w/o setting a copilot or vacation delegate, it causes much frustration internally.
-Having to try and get a C-Level exec to add a copilot is not an acceptable option.
Here's a link to the idea that I found from last year:
Report field are a nice idea except that if the user changes this value, the text they input will be "sticky" and then apply to the next report, rather than it falling back to the initial value or blank.
This is very confusing to our users as they obviously put in the eg 'Title' of the first report and then this title remains sticky for the next new report. Can we not have an option to choose if it is 'sticky' or not. tks
100% Yes! NetSuite's expense report company card feature makes exporting both reimbursable and non-reimbursable transactions a breeze for your GL! There are a few reasons exporting as Expense Reports is recommended best practice.
First, unlike other cloud accounting software, NetSuite offers employee records so you can keep your employees separate from your vendors. When it comes to the integration with Expensify and NetSuite, you can use employee defaults for your classifications so your employees don't need to apply tags to all of their expenses.
Second, expense reports allow you to set a default Accounts Payable account to export to on your subsidiary record. The vendor bill A/P account is a sticky field which uses the last account that was selected on a vendor bill. There is no way to set a default unless you use the Expense report export option.
Third, you can mix your reimbursable and non-reimbursable expenses without worrying about having to find both in NetSuite after you export. NetSuite's corporate card feature breaks up your expenses by the correct GL accounts making for a beautiful GL impact.
Check it out! This report was created with one reimbursable and one non-reimbursable expense. Each needs to be exported to a different account and expense category.
Here is how the expense report looks in NetSuite. You can see where the non-reimbursable expense is marked as a corporate card expense.
When you go to the GL impact, the reimbursable expense is posted to the Accounts Payable default set on the subsidiary record. The company card expense is posted to the Credit Card account set as a default on either the subsidiary record (if you want them to post to a single account) or the default set on the employee record (for individual credit card accounts in NetSuite).
Each expense is also applied to the expense account selected as your category. Take a look! You want a simple accounting process for your company's expenses? Look no further.
Feel free to create a test policy to see if this will work for you! To use the expense report option for your corporate card expenses, you will need to set up your default corporate cards in NetSuite.
- To use a default corporate card for all non-reimbursable expenses, you will need to select the correct card on the subsidiary record (If you are using a non-OneWorld account, the default is found in your accounting preferences).
- Add the corporate card option and corporate card main field to your expense report transaction form in NetSuite by going to Customization > Forms > Transaction Forms > preferred expense report form > Screen Fields. Under the Main tab check Show for Account for Corporate Card Expenses. On the Expenses tab check Show for Corporate Card.
To use individual corporate cards for each employee, you can select the default account on your employee record. *Note: make sure you add this field to your employee entity form in NetSuite.
If you have multiple cards assigned to a single employee, you won't be able to export to each account, you can only have a single corporate card account default per employee record.
If you have any questions on how to set this up feel free to reach out to [email protected]
Please consider adding a search function within the expenses part of the app. (This is available on the website, but should be available in the app.) I can't be the only one who sometimes "looses" an expense. Along those lines, a bunch of pre-defined ordering options would be helpful. Say by date on invoice, date entered, open closed or unreported status, etc.
this idea is helpful for everybody who can't use the standard options that are in place to automatically have expense reports submitted by expensify.
Options currently available are: 1) Daily; 2) Weekly; 3) Twice a month; 4) Monthly; 5) By Trip; 6) Manually [details: https://docs.expensify.com/setup-for-admins-and-accountants/using-your-policies/scheduled-submit-group-policy-level]
My company has two expense reimbursement cycles a month which unfortunately differ from mid- & end of month submission dates. Therefore, I am doomed to submit reports manually and prone to the risk of forgetting to submit the report which would result in losing my claim for reimbursement for this reimbursement cycle.
It would help me a lot if I could choose on which two specific days of Choice 3) I want to have scheduled reports to be submitted (e.g. the 10th and 25th of each month).
Does anyone else have this problem? I'd expect that it's rather common in Germany so please do comment if you'd find that feature useful as well.