Feature Request: Bulk Add Attendees & Gcal Integration / Import
Ankush
Expensify Customer Posts: 1
Hi folks,
I am a long-time employee of my company and have various professional and community expenses on a recurring monthly basis.
Our policies for "off-site events" have fairly low PP thresholds, and the difficulty here is events that I pay for from my credit card for reimbursement can have anywhere from 20-200 employees attend.
This basically makes the attendee tracking un-usable in a practical / time investment sense. Tracking 5-6 expenses with 50+ attendees each (mind you, largely the same attendees from event to event) is too much of a pain.
Ideas:
Please do help with these issues!
The UI clearly has catered to users with a few simple expenses to do it quickly (just found Bulk Receipt editing the other day, game changer!). Please ensure users with more complex/large/many attendee seats also have some feature development as well!
Thank you!
Ankush
I am a long-time employee of my company and have various professional and community expenses on a recurring monthly basis.
Our policies for "off-site events" have fairly low PP thresholds, and the difficulty here is events that I pay for from my credit card for reimbursement can have anywhere from 20-200 employees attend.
This basically makes the attendee tracking un-usable in a practical / time investment sense. Tracking 5-6 expenses with 50+ attendees each (mind you, largely the same attendees from event to event) is too much of a pain.
Ideas:
- Allow for a comma-separated list of attendees to be pasted into a "Bulk Add" attendees workflow. This would allow me to export a list from an email, calendar event, etc to then match against the records/users who are part of my policy.
- Enable a Google Calendar integration: For importing attendees, descriptions, etc, this could allow me to do what I am doing manually to be automated by a click in Gcal or from Expensify.
- Allow for a simple bulk list of names to be uploaded and matched. Sometimes, we don't have the last names, and it's our Expensify instance that has a mixture of Policy members by Full name or only by email string. This makes it very painful to guess and check each attendee, with slack / Gmail open to individually check the person's name/full name/email string, etc.
Please do help with these issues!
The UI clearly has catered to users with a few simple expenses to do it quickly (just found Bulk Receipt editing the other day, game changer!). Please ensure users with more complex/large/many attendee seats also have some feature development as well!
Thank you!
Ankush
Tagged:
Comments
-
Cheryl Walsh Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 107 Expensify TeamHi Ankush! Thanks for your community post, I have put your awesome suggestion in the Ideas section, and we will be gathering use cases to see if any of our other customers are interested! If your suggestion gathers enough votes it may become a feature! Thanks for your feedback. -
@Ankush
Awesome suggestions! As a note, don't forget to upvote your post, and please do let us know if you have any other suggestions! -
Wondering if additional use cases collected to bring this feature to life? It's incredibly cumbersome to add each attendee one at a time, especially meals which require every attendee name (many times, this is 20+ names). Thanks!
-
Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamThere are currently zero votes for this idea, so there isn't much customer support to go off of. If we do make changes here we'll be sure to announce it in Product Updates!
If you'd like to vote for this, be sure to click the up arrow in the voting box.
