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+1 voting to prioritize this feature. I want the ability to create an expense and mark it recurring (monthly at minimum, but other frequencies should be considered as well). I would then attach the receipt manually to the expense before submitting my report. Thank you!
+1 as we have several memberships that bill monthly.
Hey there, @nealbws! Thanks for raising your voice on this idea; it's great to have you join the conversation!
It looks like you might be a new member of the forum (Welcome!) so I wanted to suggest heading back to the first page of this discussion to upvote the request.
Casting your vote on an idea helps us gauge the demand for it, which in turn helps us keep our roadmap current with today's needs.
Hello everyone, I'd like to get some transparency happening here and open the floor for comments please!
The use-cases for this Idea seem to mostly revolve around using a Copy Expense feature to create recurring expense place-holders and copy receipts for mileage.
I would like to get more feedback on why this is necessary in light of the following:
Right now, we're leaning towards a Copy Expense feature not being a good fit for the product. The existing Copy Report feature seems more practical and logical, and also less risky.
I’m a big fan of healthy debate and being well-informed, so please do add your comments. I'll be keeping this open for a couple of weeks, and then if we make a final decision that this is not the right path forward, we'll be closing it down in favour of building Recurring Expenses.
I look forward to everyone's insight!
How about listening to the users of the product? There is no image in a mileage expense, and copying a report is not what is required.
Rather than suggesting that people don’t know how to use it and publishing a guide, why not implement the feature as requested? This really cannot be that difficult to do.
Hi @Markymark thanks for your feedback.
What I'm actually looking for is guidance as to why copying a single expense, one time, is required.
Are you able to give a real-life example of where this would be used?
Expensify's philosophy is always about keeping the software as simple as possible. So we take every request very seriously and weigh up the long-term effects and the necessity of each enhancement.
I travel to work. I don’t travel there every day. I travel there several times a month, and to other locations. I want to be able to quickly copy and paste the single entry multiple times in a single report.
There is no fraud potential here. It would save me a whole load of time.
i have other expenses which I would also like to copy, which are fixed amounts but require receipts. If I could copy and paste these then all I have to do is add the scanned receipt each time.
At the moment this adds a lot of time using expensify and my life would be made far simpler if I could copy and individual expenses and duplicate it in the existing report.
Thanks @Markymark! Given that when you SmartScan a receipt, it creates the expense for you, can you elaborate on why you would need to copy them before the receipts are in? - Is it simply for your own cash management/cash flow projections, or peace of mind, or something else?
For the mileage, is each trip consistent i.e. recurring, or is it a little more sporadic?
We want to make sure we're not just giving people a 'faster horse' here, and really grasp the underlying motivator for this!
This is becoming irritating.
The journey is the same each time. My house and place of work don’t change.
Please just make it easy to copy and paste an expense. There should be enough on this thread to make it clear that people need it. If it is too hard to do in the platform then just let everyone know that. It has been requested for over two years and is one of the most requested features, if not the most requested feature. That should tell you something.
Or, frustrate your users by parking recurring and kicking it downstream, and then try and convince your users that they should be doing their workflow differently. It’s your choice.
Smartscan is slow and inaccurate, and if I am filling in an expense claim to get it done then I don’t necessarily have time to wait for smartscan.
Thanks @Markymark I'm sorry that it's frustrating, but we don't add features solely because they have been requested, or because people want to use Expensify differently to how it is designed.
For example, SmartScan is designed to use as soon as you incur an expense, not at the last minute. By the time you get to the point of submitting a report, the expenses should all be there, SmartScanned, ready for you. Early and often, is how Expensify is designed to be used.
So really the use case I'm hearing here, is solely for ad-hoc mileage expenses.
To be fair it doesn’t really seem like you add features full stop. It has been more than two years...
It would be great if you could add the ability for mileage expenses to be copied and pasted/ duplicated. That would be a start.
If you genuinely never thought that people may do the same trip multiple times on an adhoc basis then I can see how this was an oversight.
I understand how you intend smartscan to be used, but as someone who manages a team of sales people that use expensify it just doesn’t match reality. It isn’t really appropriate after a business dinner to grab your phone and start taking pictures, or to stand in the street taking a picture of your taxi receipt when you are In transit and rushing to get to the next meeting. So, inevitably some receipts will, in fact, be scanned in ‘down time’, which is precisely when I encourage my team to get on top of their admin and get their expenses in.
You have a good product, but you need to be quicker at responding to requests that are seemingly basic functionality. If you have a better way for users to advocate how the product is used in real life than this forum then let me know and I will gladly contribute.