Need this feature as well! Have multiple recurring reimbursements each month. Gusto will allow me to create multiple recurring reimbursements but unfortunately won't map out each reimbursement; it aggregates them as one transaction when mapping to QBO which makes bookkeeping a huge, time-consuming hassle.
Need an elegant solution for recurring reimbursements that integrate flawlessly into QBO!
Cheryl WalshExpensify Success Coach - Admin, Expensify TeamPosts: 62Expensify Team
Thank you for adding your comments to this thread, don't forget to vote on this idea! We do take into account all customer feedback so this is much appreciated and will help get this idea off the ground.
submitting bills is a must under recurrence category. this software must easily provide that option. we don't need to every week/month submit the same exact bill with the same exact amount to submit. the lack of this feature long due and really not productive.
Hi @recurrent - welcome to the Community! We definitely value your feedback, and as Cheryl mentioned, please make sure to upvote the idea so our team can track demand for this feature.
I get really annoyed when I open the app and it goes to an inbox message to use the Expensify credit card. I’d really like the app to open straight to the expenses function.
I will point out for the community, that Zapier has an integration, that you can connect a google sheet or excel to, and create an expense in expensify every time a row is added.
That would allow you to have a tab of "templates" and then paste in, fix the dates, and save, and at least it's faster than the alternative.
Once i get it set up, I'll post a screen shot. Stay safe,
@John Schuster I think i figured out a solution that will work for me. By utilizing google calendar attachment feature. I have scheduled recurring event with the image attached of my recurring expense. I have then invited "[email protected]" to the meeting.
So the only issue will be if Expensify inbox will recognize my sent from email address in the calendar invite with the attachment.
This logic in my mind makes sense, what do you think?
Update:
It worked.
I think it picked up the details in the calendar invite. So if I add more details it would pick up everything. ;)
You have to make sure that the notification is set to Email and you turn off the meeting location/web meeting. (See image)
@Bam_Fervor Oh wow, that's really clever! Thanks for sharing that!
Would you be willing the share the settings for the Applet you've created in IFTTT? I'm sure there are others here that would love to give this workaround a try.
@John Schuster I didn't use a IFTTT or a Zapier. I simply used my Google calendar with an email account registered with Expensify.
I scheduled a monthly recurring meeting with an image attachement.
In the notes field, I listed the details I wanted Expensify to log. I then schedules the recurring event to happen the day the expense is withdrawn from my account.
Expensify just logged the date that the invite is sent.
I'm really disappointed the current changes in Expensify. All expense report IDs are hidden. What is point to create extra step for the admins; make simple things more complicated :(
Hey there @Duetto2020, thanks for your comment in the Community! I'm happy to address your comment, but am struggling to make the connection between your comment and the overarching theme of this thread (Recurring Expenses). Can you help me understand how they are connected?
If they're not connected, would you be willing to open a new thread (or find a related one) for your comment? Having these comments collated in one larger thread by theme/topic helps our team get a better gauge on feedback.
I agree with the recurring expenses. I have a few recurring expenses every month, that don't take that long to enter or duplicate, but having them entered automatically would:
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Need this feature as well! Have multiple recurring reimbursements each month. Gusto will allow me to create multiple recurring reimbursements but unfortunately won't map out each reimbursement; it aggregates them as one transaction when mapping to QBO which makes bookkeeping a huge, time-consuming hassle.
Need an elegant solution for recurring reimbursements that integrate flawlessly into QBO!
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6 · Accept Answer Off Topic Insightful 5Vote Up 1AwesomeI agree
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2 · Accept Answer Off Topic Insightful 2Vote Up AwesomeThank you for adding your comments to this thread, don't forget to vote on this idea! We do take into account all customer feedback so this is much appreciated and will help get this idea off the ground.
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2 · Accept Answer Off Topic Insightful 2Vote Up Awesomesubmitting bills is a must under recurrence category. this software must easily provide that option. we don't need to every week/month submit the same exact bill with the same exact amount to submit. the lack of this feature long due and really not productive.
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3 · Accept Answer Off Topic Insightful 3Vote Up AwesomeHi @recurrent - welcome to the Community! We definitely value your feedback, and as Cheryl mentioned, please make sure to upvote the idea so our team can track demand for this feature.
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2 · Accept Answer Off Topic Insightful 2Vote Up AwesomeThanks to everyone who has expressed interest in this! Interest for this idea has also been shown in duplicate threads here, here and here.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeI get really annoyed when I open the app and it goes to an inbox message to use the Expensify credit card. I’d really like the app to open straight to the expenses function.
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-1 · Accept Answer 1Off Topic Insightful Vote Up AwesomeBig time. I bet virtually every company could use this.
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2 · Accept Answer Off Topic Insightful 2Vote Up AwesomeI too really want this feature!
I will point out for the community, that Zapier has an integration, that you can connect a google sheet or excel to, and create an expense in expensify every time a row is added.
That would allow you to have a tab of "templates" and then paste in, fix the dates, and save, and at least it's faster than the alternative.
Once i get it set up, I'll post a screen shot. Stay safe,
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1 · Accept Answer Off Topic 1Insightful Vote Up AwesomeThis would be super helpful. I have so many subscription that a recurring expenses option would be so time saving!
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1 · Accept Answer Off Topic Insightful 1Vote Up AwesomeThanks for the voices! Don't forget to vote up katyireland's suggestion at the start of this idea thread.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThis would be a huge time saving feature. This seems like it should be a simple feature, almost like a IFTTT feature.
My rent, heat, internet expenses do not change, so on The first of the month it is always the same dollar amount.
Does IFTTT integrate with Expensify?
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeHey there, @Bam_Fervor, while there are some IFTTT applets, I don't believe you can create recurring expenses using IFTTT.
For now, I'd recommend upvoting the original post so we can gauge the demand for this feature.
Thanks!
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0 · Accept Answer Off Topic Insightful Vote Up Awesome@John Schuster I think i figured out a solution that will work for me. By utilizing google calendar attachment feature. I have scheduled recurring event with the image attached of my recurring expense. I have then invited "[email protected]" to the meeting.
So the only issue will be if Expensify inbox will recognize my sent from email address in the calendar invite with the attachment.
This logic in my mind makes sense, what do you think?
Update:
It worked.
I think it picked up the details in the calendar invite. So if I add more details it would pick up everything. ;)
You have to make sure that the notification is set to Email and you turn off the meeting location/web meeting. (See image)
Blake
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1 · Accept Answer Off Topic 1Insightful Vote Up Awesome@Bam_Fervor Oh wow, that's really clever! Thanks for sharing that!
Would you be willing the share the settings for the Applet you've created in IFTTT? I'm sure there are others here that would love to give this workaround a try.
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0 · Accept Answer Off Topic Insightful Vote Up Awesome@John Schuster I didn't use a IFTTT or a Zapier. I simply used my Google calendar with an email account registered with Expensify.
I scheduled a monthly recurring meeting with an image attachement.
In the notes field, I listed the details I wanted Expensify to log. I then schedules the recurring event to happen the day the expense is withdrawn from my account.
Expensify just logged the date that the invite is sent.
Blake
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1 · Accept Answer Off Topic 1Insightful Vote Up AwesomeOoooh! Very cool! 👍
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeI'm really disappointed the current changes in Expensify. All expense report IDs are hidden. What is point to create extra step for the admins; make simple things more complicated :(
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeHey there @Duetto2020, thanks for your comment in the Community! I'm happy to address your comment, but am struggling to make the connection between your comment and the overarching theme of this thread (Recurring Expenses). Can you help me understand how they are connected?
If they're not connected, would you be willing to open a new thread (or find a related one) for your comment? Having these comments collated in one larger thread by theme/topic helps our team get a better gauge on feedback.
Thanks!
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeHi John, I am new to the Community. My issue is not related to the theme here. Thanks for letting me know.
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2 · Accept Answer Off Topic 1Insightful Vote Up 1AwesomeI agree with the recurring expenses. I have a few recurring expenses every month, that don't take that long to enter or duplicate, but having them entered automatically would:
a: Reduce errors
b: Enable me to use my time more effectively
c: Would make sure that I don't forget them
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0 · Accept Answer Off Topic Insightful Vote Up Awesome