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Re: Pay for Subscription Annually
Hi @acctg16545 Welcome to the Expensify Community! Thanks for your suggestion, we actually have a similar Idea here. It might surprise you to know this is not a common request! We only see a couple of people per year who want to be billed for a year in advance. -
invitation to send reciepts
I received this mail as shown below but am stuck what to do next. "Expensify Concierge Jan 28, 2021, 9:45 AM to me Hi there Dickson, Richa Rajbanshi just invited you to send them receipts on the "CF - SmartScan" policy in Expensify. Starting immediately, you'll have access to the "CF - SmartScan"… -
Re: Uber tips result in two separate CC charges, yet Expensify can't figure out how to match
Hi @richbolt - Thanks for checking in about this! To start, how are these Uber expenses importing? Employees are forwarding the receipts to Expensify to be SmartScanned The Uber expenses are importing directly via a connected credit card You and your employees are using Expensify's direct integration with Uber Let me know… -
Expense Rules
Anyone know an easy way to get the Credit Card name assigned to the tag on import/smartscan? There does not appear to be a way to add a rule for this. Also, is there a way to add tags in the email on a receipt sent to SmartScan to add detail. I was thinking being able to add key:value pairs like: {reportName::My report}… -
Re: Import from Credit Card or Bank
Hi @SIGNAL2WAY Welcome to the Expensify Community! That will depend on the status of the expenses. Reimbursed, Approved, Processing and Closed expenses will remain in your account (or the user's account if you are referring to someone else's card). Unreported and Open expenses will simply vanish from the account. If those… -
Re: Setting up expensify for a UK charity and syncing with Quickbooks online
@Dootdog Hey! It's only users with Individual subscriptions who receive 25 receipts per-month for free. Users on Group policies (which you would be) receive unlimited SmartScanned receipts in the monthly price, and unlimited actions on your policies (creating, editing, submitting, approving, exporting a report). Each… -
Re: Bulk upload
Hi @Hillebrt Dragging the receipt images from your computer into Expensify is different from sending the receipts to [email protected] via email. You can use either option, but there is no limit on how many emails you can send to [email protected] so if only half of the receipts you emailed in were processed,… -
How-to: Create and submit a bill
Discussion by Christina Dobryzynski · · Home› Expensify Classroom - Help Docs and Webinars› How-to DocsExpensify offers multiple ways to create a bill on the web. This allows you to easily add bills to your Expensify account for tracking all your company expenses in one place! This feature is available to: Group policy users: perfect for businesses who want to send invoices to clients/customers. Individual policy users:… -
SmartScan reminder for online purchases
Can you use the Expensify card to make online purchases via a laptop? If so, will the user still get the SmartScan reminder? What do you mean by coding? Is there a tutorial video available for the card? Also, can the card be assigned to a department instead of a specific employee? -
Re: iOS app should allow PDF receipts to be attached
Hey there @ajh If you have a PDF receipt which you want to add to Expensify, there is another option: you can email the PDF to [email protected] and it will be Smartscanned into your account. Let me know if you have any other questions on this!
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