We’re currently making some incredible improvements to SmartScan! During this time, you may experience delays of up to 24 hours for receipts completing SmartScan. This should be a short-term inconvenience that results in significant improvements to both SmartScan processing times and accuracy going forward. Thank you for your patience and please accept our apologies in advance!
Easier Reimbursable/Non-reimbursable expense classification and review
Are your cash expenses always Reimbursable? Have your employees incorrectly submitted Non-reimbursable cash expenses? Is it difficult to tell which expenses are Reimbursable and not when reviewing a report? If so, you're going to be very excited for this update.
New Reimbursable preference
We've added two new options to the policy settings for cash expenses. In addition to the existing default options, you can now also set cash expenses to be Always reimbursable or Always non-reimbursable. A cash expense is any expense not imported from a bank. This includes manually created expenses, receipts, per diem, mileage, and time expenses.
Selecting one of the "Always" options will disable the Reimbursable checkbox on web and toggle on the mobile. Meaning your users can't change the selection, and you can guarantee that all expenses are classified correctly.
You can find the reimbursable preference on the Expenses tab within the policy settings:
Group Reimbursable and Billable expenses in report view
We've also added a new report view on web to make it easier for submitters and approvers to see which expenses are Reimbursable and Non-reimbursable or Billable and Non-billable.
When viewing a report grouped by Category or Tags you have the additional option to split the report by Reimbursable or Billable. This selection will separate out expenses under the relevant heading, making it easy to confirm that all expenses are correctly classified.
You can change you report view by clicking on the settings cog within the report:
Note: Any preferences currently set on a policy have not been affected by this change.