Amex
Amex integration fails and is not working in the UK. After two months receiving the message that the engineers are working on it we are moving away from expensify. This product doesn't have the required maturity. Handling of VAT is also incomplete and the expensify team expects you to work with csv import and exports, claiming this is a feasible workaround. The not working credit card function is not considered a degradation or problem.
Any further debits for charges from expensify will be disputed. Unprofessional to the end. Stay away
Comments
-
I second all of this, and would add that the comms around this issue have also been immature, leading me to think it was only me that was having problems with Amex. (gaslighting much?!)
We too will have to leave Expensify if the UK Amex integration isn't fixed before the end of the year.
Nevertheless, kudos to Expensify for leaving this critical post up.
-
@benedict Due to issues beyond our control, we are no longer able to support the UK AMEX feed. We have implemented an alternative method to import Company Card expenses. I know it is not as seamless as the direct integration but it does allow the Domain Admin to upload all the expenses at once to assign to users based on the card. You can find more information about that here.
How-to: Import and assign company cards from CSV file
-
Hi Michelle,
that's nice in principle, but there's a terrible flaw with this approach as it is currently.
Every time a csv file is imported, Expensify adds it as a separate "feed". This in turn creates a separate entry in the "All cards" drop-down menu.
Like most people, I import card statements monthly. With the workaround you describe, this results in a godawful mess of "cards" labelled Amex_Jan_2020, Amex_Feb_2020 and so on.
This could be solved simply; just allow users to load multiple csv files per card; secondly, create a new page to make feed management more transparent so that imports can be wrangled and errors (for example, duplicate uploads) can be fixed.
This advice is free but next time I'll charge my usual consultancy rates ;-)
Benedict.
-
Hey @benedict, just to clarify you shouldn't need to upload each CSV statement as a "separate feed." It should be treated as one singular feed. We have lots of customers using this option.
Also, you can upload one master CSV with all of your card spend *and* use the same layout each time (no need to create a unique layout for every upload).
Can I ask you to review this CSV Upload guide once more and let me know if you have any follow up questions? Feel free to send them into Concierge if you'd like more 1:1 tailored assistance!
-
Hi Michael,
thanks for your followup.
In the link you provide, the second paragraph states:
Note: This feature is only available to Group policies, and you must be a Domain Admin to assign expenses.
So let me get this straight. I have to upgrade to a group policy like Collect - paying more than double what I do now - in order to merely partially restore the functionality that Expensify just took away?
Benedict.
-
Hi Lauren,
Thanks - but how does personal card import avoid creating multiple separate feeds, as described in my original reply to Michelle?
-
Jason Li Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 231 Expensify TeamHi @benedict - apologies for the confusion! I believe Lauren provided you with the personal card import based on the assumption you've got an Individual account.
Michael has provided the correct information above - you'll be able to upload one CSV via the Domain settings of Expensify (this is if you have a Control Policy).
-
Thanks Jason. Can you arrange to have my account upgraded to Control so functionality is (partly) restored?
-
Sophie_Pinto Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 133 Expensify Team@benedict - I cannot do this for you but you are good to do so yourself. Just navigate to Settings > Policies > Group > and select Control.
-
Regarding monthly uploads of csv files, which I understand can be via one feed. Do we have to format them each time? Of does "csv layout" mean this is not necessary?
Have to say, the attractiveness of this app with NO UKdirect feeds is now really putting me off. Uploading csv files is a pet hate of mine. Also now wondering how well they are going to be matched off or whether I'm going to end up with a complete mess on my hands...
-
You should be able to select the previous layout and upload the new transactions. Feel free to get in touch with [email protected] if you're having any issues with the CSV upload process, as well.
