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Bank feed frequency and admin controls
I have noticed some potential areas of improvement for Expensify.
- Bank Feed frequency - If possible, please update the frequency in which bank feeds update. Currently, there is nearly a week long delay for transaction imports. This prevents our accounting team from managing these expenses in a timely manner.
- Copilot access - Please give admins copilot access by default for accounts that are assigned company cards. I have spoken with technical support many times regarding this matter, and the reasoning has never quite made sense. Expensify should distinguish between a personal and business account from the start to eliminate concerns of admin overreach into one's personal data.
- User-specific Controls - Please allow admins to set controls on a user-by-user basis. I have users that work in separate departments, and thus, need access to different expense categories and classes. I have worked around this issue by creating a new policy for different user types, however, it would be nice if I could do this all within one policy. Another user-specific control that would be useful would be the ability to change approval settings, especially for admins. If self-approval is turned off in a policy, admins aren't able to approve their own expense reports. Again, the work around would be to create a new policy, however, this solution is not ideal.