Your Expensify Card Statement
Comments
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this feature is not working. It only shows me a couple of days activity. Almost the entire month of January is missing.
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Hi @ShawnKocher, thanks for the feedback! This sounds like something isn't quite right and I'd like to dig into it further for you, but I need to get some details from you first.
Would you mind reaching out to Concierge with more information so I can take a look? Cheers!
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I have reached out to Concierge...multiple times. No resolution. This is a material control weakness. Essentially, you are taking money from our checking account and cannot provide the detail behind it. This should be at the top of somebody's list. I'm finding it difficult to reach anybody who seems to care.
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Hi @ShawnKocher I can see that you currently have 4 open conversations with the team. Please continue communicating with us directly via Concierge to get this resolved, because we don't want to publish any sensitive details about your account here on the community. Thanks for your patience and understanding.
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Shawn, I had the same issue and think i just figured it out. Run the Expensify Card Statement and sort by Entry ID. Then you can see exactly what transactions are settled in each day's total. I've attached a sample. I added two new columns, one for Settlement amount and one for cumulative balance, and you can see it zeroes out each day there is a bank settlement.
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Hello @Lauren Reid. I will continue to work with Concierge, but its frustrating to not be able to talk with a human at a company that has issued credit cards. It has now been about 6 weeks and this is still not working correctly. By posting comments here, I'm hoping others see that this is really not a smooth product roll-out. Not sure why you have a phone number on the back of the credit card when it just redirects to Concierge.
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@msdKY - thank you for your suggestion. The issue I'm having is NONE of the activity for January is visible to me. Not at all. Its the equivalent of a bank not sending credit card users a monthly statement. Part of me thinks it might be against the law to not provide this information. I would be elated if I could get the data in the sample XLS file you uploaded.
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Oh my. I misunderstood. That's a big miss on Expensify's part. It seems they are having some challenges with the rollout of the card program.
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Hey @ShawnKocher - I see that Concierge has been able to help you. Go ahead and stay with that thread.
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@Stevie LaFortune, for some items...yes. For many others...no. I have money being withdrawn from our checking account for which Expensify cannot provide detail...its been a couple of weeks now.
The Amazon gifts cards ... $75 for being a new user and $500 for bringing our company to Expensify. I've received one $25 gift card.
Some transactions have been sent from Expensify to Quickbooks two times. The solution from Concierge was "delete one of them".
More and more this seems like a product / project that was nowhere near ready to roll out but somebody said "turn it on anyway".
I am close to filing a complaint with whatever agency I can find that would be most appropriate. Maybe the Consumer Financial Protection Bureau? Better Business Bureau?
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@Lauren Reid @Stevie LaFortune @Kadie Alexander Good morning. Its now been approximately 6 weeks since I initiated the Expensify Card Program for our company. What, specifically, is the holdup with the Amazon gift cards? Below is a link that shows the 5 simple steps to purchase an Amazon eGift card for somebody.
https://www.amazon.com/gp/help/customer/display.html?nodeId=201936950
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Hey @ShawnKocher !
We are experiencing an unusually high volume of support requests and I believe this is what has delayed your case so much. We've been able to fix quite of bit of your issues, but it looks like your threads are still waiting in our backlog. We're working really hard to clear that backlog and appreciate all our customer's patience.
Here's a summary of everything I could find for you:
- You should get the remaining gift cards no later than next week.
- We were able to fix the Expensify Card Statement so that it will show all historical data even if a card is canceled or replaced. That was one part of the overall issues with the Statements list. For the remaining Statement issue (withdrawing without detail), I'd really prefer to keep the convo detail in Concierge. We need you to confirm a few more transaction details from your bank account and I hate to share that stuff in a public forum like this. I see that the thread is still open but with no new reply. I'll try to force that through the queue faster.
- For duplicate posting to QuickBooks, it seems that this was a known issue that was fixed in the evening after it affected your January 31 report. You'll no longer see a double-export in the future, but the fix was unfortunately not retroactive. You'll need to manually correct any current double-entry in QBO.
I hope this helps! Please let me know if you have more questions.
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@Karisa_Latta you mention "I see that the thread is still open but with no new reply." How do i find that open thread? I'm not sure what information you need from me. I simply want to see data for January that supports the amount of cash you withdrew from our checking account.
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Hey @ShawnKocher, you can access all the threads and previous conversations that you had with our team from your Expensify account, there's a chat icon that you can click.
Let me know if you have further questions!
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@IStisser Thank you for your note. I don't have a "See Previous" option, but I do have a "See all" option.
After clicking that, all I see are options to Rate my Conversation. I don't see any open/action items.
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Hey @ShawnKocher,
Apologies for the confusion! It does look like all of your current conversations with Concierge have been resolved. If you are still running into trouble, can you go ahead and reach back out to Concierge in the relevant thread outlining the issues that you're having so that we can keep working with you there? Thanks!
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@Brigid Bello - hello, all issues are not resolved.
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Hi @ShawnKocher,
Dang, sorry to hear that! In that case you'll definitely want to reach out to us via Concierge so that we can keep working with you on this. Feel free to send us another message in one of the threads that you already have going, If you could give us as much detail as possible there regarding what issues are persisting, that would be a great help.
