Enterprise version of Expensify
I would like to talk to someone regarding the Enterprise version of Expensify. Below is a list of some of my initial questions.
1 Will it allow automatic download of AMEX charges?
2 What is the path to do the set up?
3 Cost?
4 will it allow download into Microsoft Dynamics Great Plains?
Comments
-
@Sherri, you can auto import your AMEX transactions. That's one of the best features of Expensify is that you automate your company credit card reconciliation process. To set up, I would recommend starting with a free account and see how you like it, then adapt from there. It's really easy to upgrade your account and create a policy for your employees. I've found that Expensify generally pays for its self by automating your processes. Here is a link to the Expensify Pricing page: https://use.expensify.com/pricing/. If you want to integrate with MS Dynamics Great Plains, you would probably need the corporate plan. I've not integrated with that before, but I know that there are a few people that have.
-
Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @Sherri, Tyler is spot on with his answers (as ever!)
If you'd like some guided assistance, please reach out to [email protected] confirming the number of staff submitting expense reports and the version of Dynamics you use.
Our friendly onboarding team will be more than happy to help!
-
Hi Rach and Tyler,
Thank you for the information on Enterprise Expensify. I will follow up with the Sales team.
