My name is Ellen, I'm an implementation specialist for an accounting firm based in Indiana. We provide outsourced accounting work to various clients from the bookkeeper level through and up to CFO services. We like to use various tools, such as Expensify, to help streamline our client's accounting workflow and reduce the man-hours needed to close the books and provide timely financials on a monthly basis.
My role in the company is to help onboard new clients as they join our company, which includes setting up their Expensify Policy, connecting corporate credit and or debit cards if they have them, and then provide training to all the client users that will have their own Expensify account. Because of the wide array of clients we have, I'm sure no one Policy will be quite like the next, so I'm hoping to utilize this platform to bounce ideas off others who may have similar experiences.
Our firm recently started implementing Expensify with clients versus other similar expense-tracking software, so I am a pretty new user (3+ months). I love the platform and all it's capabilities thus far, and can't wait to gain more knowledge through the Community!
Hi @EByer - welcome to the community, it's so great to have you here!
Hi! I'm new to Expensify. I'm interested in learning the thought behind Expensify's statement of "it’s not our policy to offer in person meetings as they are unnecessarily time consuming for both parties." If the client requests the meeting and believes that it is worth the expense to come to your offices, why wouldn't you be open to it?
Hi! I'm Jodie and I work for an Outsourced Accounting firm based in Australia. I've been implementing Expensify with some of our clients over the past few months.
Our clients use a variety of Accounting Systems like Microsoft GP, MYOB, Xero. Some have Corporate cards and some don't so it's a challenge to get the necessary efficiencies in all cases. I'm only now getting time to explore the community and hopefully learn from some of you. Happy hump day everyone!
Hi @jbaxter, it's great to have you in the community and we really look forward to getting to help you out as you learn Expensify!
Welcome to the community @bekahhewitt33, it's really lovely to have you join!
I wanted to speak to your question a bit, and share a little about our thought process.
We have found the mixed use of documentation, webinars, screen shares, community and other various mediums of online communication make the Expensify onboarding experience one that can be completed quickly and easily. We've not come up against an onboarding that required an onsite, and the disruption to both our teams and the team of the customer seems to outweigh the benefits of arranging one when we can onboard without it.
Is there a use case you believe cannot be handled remotely? We'd love to learn more about your use case and work with you to improve the experience.
Welcome @jbaxter , it's nice to have another person from Australasia! It's been interesting to watch the importance of outsourced accounting grow in our part of the world over the past decade. I imagine Oz has the same issue as NZ where it's hard to attract and retain quality accounting staff in the more rural areas - outsourcing is really key for these communities. We look forward to your input!
I'm finally a member of the cool kids club! My name is Sara and I have been at Expensify for just about 4 years!
I love helping our users with anything that I can, and if I can't figure it out, I have no problem pulling in a teammate to find the answers. When you're happy, I'm happy. (Now I am singing: Don't worry, be happy) (Sorry if that is now stuck in your head also).
I hail from Upper Michigan, where we have 6 months of Winter. In the warmer months (basically July and August) when I am not behind the keyboard, I can be found camping by a nice lake. I have 4 children who keep me pretty busy year round but I wouldn't have it any other way!
I look forward to helping you out anyway that I can!
Hi, I'm Valiant, Financial controller for a Dutch subsidiary located in country Victoria, Australia.I was asked to find an app for expense management for our sales force and from reviews on the net, Expensify appeared to be one of the best available, so I am currently in the process in getting the "back-office" side of Expensify set up so that we can start rolling it out across the company. From what I have seen so far I think Expensify will save a lot of admin processing time as well as making it easier for our sales team on the road. Thanks to Expensify for developing this great app and for the level of support you provide.
Hi @vhalborg - welcome to the community it's so fantastic to see our Australian customer base growing !
You're in great company with @Aussiebandit, @jbaxter, @RachCHopkins, and many other community members from your neck of the woods!
Hello, I'm Vilmantas from company Garant from Lithuania. Our company looking for solution to manage business travel documents. Well, looks, that Expensify is one of possible solution.
Oh, I see a little personal info is useful , but maybe next time.
Hi @Vilmantas - welcome to Expensify and our community. We're so happy you're considering Expensify as a solution for your company. If you'd like to chat with our Sales team, please reach out to [email protected]!
Hello, I'm Rebecca and I work at a somewhat large church just outside of Toledo, Ohio. I'm the Finance Assistant and in charge of our church database. We had originally signed up with another company for a similar product, but it just wasn't meeting our needs. You couldn't split expenses, we couldn't use all of our account codes, and other things that made it to where it just wouldn't work for us. I did some looking around and found Expensify and it does all of the stuff that the other company didn't!
We've only done one credit card payment so far and still have some learning to do, but we've made some changes and next month should go smoothly. I'm actually looking forward to paying the credit card bill and I'm usually not. I'm not going to miss spending hours typing explanations into Quickbooks and checking receipts by hand. We're all really excited to be using Expensify.
Hi, @rclark that is fantastic to hear! Welcome to Expensify and the Community!
If you haven't yet, you might want to register for our Admin training webinar, which you can find here. It's a fantastic resource for those starting out or looking to refresh their knowledge of Expensify.
You'll also find an employee training webinar sign up in the link as well. If you have any employees, who would benefit from it feel free to send them to the Community!
@Sheena Trepanier My boss and I were able to attend the webinar before we really started using Expensify. Thanks! I love your community feature and all the helpful people and advice.
@rclark - Thanks for sharing! My team member Stephanie, who usually leads up the webinars was so happy when I shared your kind words with her .
My name is Leslie and I am a Success Coach at Expensify based out of the NYC office! Although I have been with Expensify for a short time, my background is in Accounting, specifically for the television and movie industry.
I truly enjoy helping our customers use the Expensify app to its maximum potential. As a former Accountant, I know what a pain it is to chase people down to get their receipts in on time and then chase them again to have them explain what they were actually for (sometimes months after the fact). This app (when used to its full potential) truly eliminates this issue and this is why I’m such a huge fan!
A little more about myself: I am a native New Yorker that loves her local NYPL, knits, bikes and loves good food.
I look forward to answering your questions and getting to know all of you a little better. Stop by and say hi!
I’m Ben, a Success Coach based out of Melbourne, Australia.
When I’m not avoiding snakes, spiders, sharks, goannas, dingoes, and everything else that crawls, slithers and bites on this continent, I love helping our community get the most out of the Expensify. There aren’t too many more satisfying feelings than the one you get when things just work perfectly, and I’m privileged to be able to help people experience this!
When I’m not thinking about expense management, I like to do things a little off the beaten path — think chasing cheese down hills, trekking with Sherpas, and road-tripping across strange lands.
If you see me around the Community, say hi! Unlike all those critters I mentioned above, I don’t bite 😇
My name is Michelle and I am a Success Coach based out of the Michigan office in the Upper Peninsula. I have been with Expensify for almost 4 years and love it! My back ground is in small business accounting. I enjoy working with Accountants to making life easier for them and their clients.
When not working, I enjoy working with our local Foster Care organization and children. As a "Yooper" (from the U.P. of Michigan), I enjoy the beautiful nature that surrounds us.
I am always happy to help answer any questions you have.
Hi my name is Bill and my company uses Expensify I have filed a couple expense reports and I am trying to smooth out the process. I have my work e-mail address and the chrome extension submitting receipts can I add my personal e-mail address and where do I add this? Hoping to streamline the process as much as possible Thank you
Hi @wrs3rd! It's great to have you here Bill, welcome to the Community. You can find the answer to your question in this thread by another Community member.
Additionally, our Help Center offers step by step instructions on adding your personal email as a secondary login here.