Enterprise version of Expensify

Sherri

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?

tylerzoll

@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

Hi @Sherri, Tyler is spot on with his answers (as ever!)

If you'd like some guided assistance, please reach out to sales@expensify.com 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!

Sherri

Hi Rach and Tyler,
Thank you for the information on Enterprise Expensify. I will follow up with the Sales team.