Small 2-Person Business: How Setup Expensify?
Expensify seems like just the thing for us. But I'm having a heckuva time figuring out how to make it work.
There are only two of us. Let's call my partner The Boss. I'll be The Assistant.
The goal is for The Boss to get all her expenses to The Assistant with as little work as is humanly possible. It seems Expensify would allow her to use her phone (she does like to use her phone) to simply to take pictures of paper receipts (she does like to take pictures) and they'd all get uploaded into the Expensify cloud automagically. She'd never have to do not a danged thing at all with them forever and ever again amen.
Ah. That would be beauty.
Then The Assistant could take those receipts, add them to invoices to bill clients for reimbursement, put them in ledgers to keep the IRS at bay, plug them into budgets to forecast financials, etc., and do all those pesky bookish things The Assistant likes to do and keeps him busy and happy and with which The Boss simply can't be bothered.
But I can't figure out how to make Expensify work for us. I don't know what to sign up for or what subscription to buy. I've seen a reference to a co-pilot, which sounds promising, but can't find out how it works (and who gets to be the pilot?). I can't figure out what a policy is, but it seems important somehow.
I've been through the whole Android App, the web-based version, this community, and everything I can find. There's lots of solutions described for sole proprietors and for small businesses with employees and all. But we're not one, we're two; not three, we're just two, and we'll not be more than two. I'm not finding anyone describing our situation anywhere. Although I do sometimes like to think I'm very special, we just can't be all that different from many other people Expensify wants to sell to.
(I've asked Expensify's online support, which responded, but only with the cryptic DaVinci Code-like message: "Average of.")