Expensify.org/hunger SNAP campaign status
The number of families signing up for reimbursement has vastly outnumbered the limited funds available. Though 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. Rest assured, we’ll review every report that has been submitted per our instructions.
We're no longer accepting new participants as our focus is on reimbursing existing claims. Additionally, as of July 1, 2020, we will no longer accept new report submissions from existing policy members. Thanks for your understanding!
If you know anyone who can donate to this campaign please direct them to Expensify.org/donate.
We're currently experiencing issues with our American Express and Capital One connections. Please visit our status page for more details and to subscribe to updates.
We have changed how the 12-month subscription commitment works, or rather, we have simplified what happens if you change your mind about that commitment.
For all Annual Subscriptions started before the month of May you could back out before the 12-month commitment was up. When cancelling early we charged you a rate adjustment which used a complex algorithm to calculate what you would have paid if you had been on Pay-per-use the whole time, and looked at what you had paid, and then deducted the difference from your payment card. Whew! Just describing how it worked is complex! This led to a lot of confusion for you and our support team.
While this kept things fair for users who use Pay-per-use at a higher price, it was not only super complex, but that lump sum adjustment was not great for cash-flow planning, and if you didn’t do your sums properly you could end up accidentally paying more than if you just rode out the 12 months!
- All new customers still qualify for a free trial of a Group policy, up to 42 days!
- All new customers who try out an Annual Subscription for just one month can still get a full refund, no questions asked.
- After the first month, you will be unable to cancel or decrease your annual commitment. You can still increase it, but as always, this will begin a new 12-month commitment.
What does this mean for you?
- If you are in your free trial period, but still making decisions and no one is really using Expensify as yet, wait to set up your subscription until you have an idea of how many users you need to start with. Sticking with Pay-per-use, which doesn’t require a commitment, until you’re ready to roll out to your whole team is the best option so you don’t lock in an annual commitment you’re not ready for.
- If you are mid-commitment period and decide to stop using Expensify, you’ll need to finish the 12-months you committed to paying for. You’ll want to disable Auto-Renew so that you don’t roll over to a new subscription when your current one ends.
- If you have no intention to go anywhere, just add Expensify to your annual software/systems review.
Best practice recommends planning your Expensify subscription and reviewing your usage annually. It’s important to take note of your renewal date and set a reminder to review your user numbers and overages at least one month in advance each year. Remember also that the renewal date will change when you increase your Subscription Amount.
If you’d like advice on the best way to set up a new subscription and what plan you may need, check out the resources we’ve linked below! If you have more specific questions about your subscription, it’s best to reach out to Concierge to discuss the specifics via in-app messaging or email ([email protected].)
Follow the below steps to allow for your business to auto-upload receipts to Expensify user accounts!
How do receipt integrations work?
- An Expensify receipt integration allows for a merchant to directly upload receipts to a user’s Expensify account. All receipt integrations between a partner and Expensify are built on top of our [email protected] email forwarding and SmartScan features. When a merchant sends a receipt email to a user they cc: [email protected]. We receive the email and create a transaction in the account of the user based on the email address in the to: field.
- A good example of this is our Uber integration. You can create a free Expensify account then setup our Uber integration to view the functionality.
How to build your own receipt receipt integration:
[email protected]and include:
- Subject = “Receipt Integration Request"
- Body = Include list of all email addresses the merchant sends email receipts from.
- Within approximately 2 weeks we will white-list the email addresses and confirm by replying to your email. You’ll then be able to cc [email protected] on receipt emails to users and transactions will be created in the users Expensify account.
- Once we have confirmed the email addresses are white-listed you can test the integration, to do so:
- Create an Expensify account at expensify.com.
- Send a receipt email to the email address you used to create your Expensify account and cc: [email protected].
- Wait for the receipt to be SmartScanned, you will see the merchant, date and amount added to the transaction.
- Important considerations:
- If a receipt emails contains an attachment (that’s not an .ics file), we will always default to SmartScanning the attachment. We recommend sending emails without attachments.
- You can have only one email address in the to: field and no other email addresses in the cc: field other than [email protected].
Once the integration is live, here’s how to promote it:
- Create a dedicated landing page on your website (with Expensify branding as you see fit) to market the integration. At a minimum, we recommend including: A brief overview of how the integration works, the benefits of using the integration, an integration setup guide, and guidance for how someone can contact you for support or integration setup (if necessary).
- Post about your integration in the Third Party Integrations section of the Expensify Community so fellow users can learn more about what you’ve built, ask questions, and leave feedback.
- Promote the integration across your social media channels. Be sure to tag @expensify in your social content and use our hashtag. This will increase discovery and visibility with our audiences.
Additional notes and details:
- Only send transaction data for purchases already made. We are unable to process reservations like hotel and car rental because they are paid at the end of usage.
- Please use standardized three-letter currency codes (ISO 4217) where applicable.
- There is not an option for API receipt integrations.
Frequently Asked Questions:
- How do I recommend Expensify to our users? What’s the best place to send users to get them started?
Send users to expensify.com to sign up. If you, or your users, are looking for more information you can find it at https://use.expensify.com/.
- How do I know the receipts are being uploaded to a users account?
The best way is to test! Create a free Expensify account for testing then follow the steps laid out here.
- Can you provide an ETA on when we can expect this to be live from your end?
Receipt integrations do require engineering resources. As our engineers work on a large number of competing priorities, setting up a receipt integration can take up to 2 weeks to complete.
- Is there a way to connect via API?
Currently, no. All receipt integrations are managed via receipt emails.
- What is your Open API?
Our Open API (information here) is a self-serve tool meant to pull information out of Expensify. Typically this tool is used to build integrations with accounting solutions we don’t directly integrate with, or if customers wish to pull information out of Expensify to populate into their HR/Time Tracking/etc tool. If you wish to push data into Expensify, the Open API is not suitable and at this stage the only way to integrate is via receipt integration.
- Is there another way to recognize the email address of the user?
At this stage we only offer the receipt integration outlined here.
- Are you able to split the one email into separate receipts?
The receipt integration is unable to automatically split the one email into separate receipts. That being said, once the receipt is SmartScanned, users are able to split receipts via their Expensify account.
- Why does it sometimes take a while for the transaction data to populate in Expensify?
SmartScanning can sometimes take a while because we want to ensure the data is correct before posting the transaction. More details about SmartScan can be found here.
- Do you have a referral program or do you offer commissions?
No, unfortunately we currently don’t have a referral program.
- Can we set up a (co-marketing) partnership?
We don’t offer any co-marketing partnerships at this stage.
- Can we do any announcements/PR/etc?
Feel free to promote the integration across your social media channels. Be sure to tag @expensify in your social content and use our hashtag. This will increase discovery and visibility with our audiences.
- I’ve already built an integration using your open API, how do I promote this integration?
Post about your integration in the Third Party Integrations section of the Expensify Community so fellow users can learn more about what you’ve built, ask questions, and leave feedback.
- Are you able to jump on a call with us to discuss further?
The best way to set up a receipt integration is by following the steps outlined here. Whilst we don’t offer any on-demand phone support, you can write in to [email protected] should you have any questions.
- Is there any help desk support for our mutual customers?
Customers can reach out to Concierge for ongoing support. Concierge is a global team of highly trained product specialists focused on making our product as easy-to-use as possible and answering all your questions. Concierge can be reached via in-app chat, web chat or by emailing [email protected]. More information on our Support Methodology can be found here.
- What kind of training do you have on offer?
Today they basically told me that there is nothing they can do. I can't be the only one who's having this issue, after all AMEX is fairly large bank.
I've tried reimporting cards as they mention but that also did not work.
I'm about to just give up on Expensify, if anyone has any suggestions I'd appreciate it (including options other than Expensify).
Here's the message word for word:
Hi there, I checked your bank connection logs with my engineers, and it looks like the issue is due to changes at the bank. Unfortunately, since this is happening at the bank, there’s not much I can do to fix this on my end!
I recommend that you continue to try to import the card to Expensify or fix the connection over the next few days and weeks. Generally, these are temporary issues at the bank and should resolve themselves when the bank gets around to fixing them.
You might also want to consider switching to one of our recommended credit card connections. Here’s the list of cards/banks I recommend:
These are the most reliable API connections available in Expensify.
If none of the options above work, you can import your card transactions via CSV spreadsheet import. Please find complete instructions here.
Let me know if you have any questions, and I will be happy to help!