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Re: How can I export or download copies of receipts taken with Smartscan?
Hi @Al_I - do you really need to have paper copies of these receipts? We get around this by running an expenses report with the url receipt link and give this whoever needs it. This way they can take the url and view the receipt from a browser. -
SmartScan improvement?
I find SmartScan quite difficult to use because there is no indicate as to whether the photograph of the receipt that has been taken has come out correctly. For various reasons, it doesn't always but I don't find out until too late, having thrown the receipt away. Wouldn't it be better if the shot appeared on the screen… -
Re: Filter expenses and reports in the mobile app
This is definitely really essential to have in the iOS app. There's a massive problem if I find & scan an old receipt in the app - as soon as it's smartscanned it moves from the top of the list down hidden somewhere in amongst 300+ reimbursed receipts and is impossible to find in the app. Filters to hide reimbursed… -
Re: How to use Expensify as a free account to track and submit expenses?
Hi @JeremyS - thanks for the question! In a nutshell, you've cracked what the free version is for; individual users who don't need any of the bells and whistles that an accountant, firm or business would need. With the free account, you can set-up Personal Scheduled Submit, Import your supported Credit Card or Checking… -
Re: After a long journey, we’re announcing the end of our SmartReports beta.
This is extremely disappointing. I have to submit expenses on our company form and smartreports was the only reason for me using Expensify. I don't use smartscan etc. If this feature goes away then I'm afraid so will I. -
Enhanced Receipt capture
SmartScan/Regular Receipt Cam that takes "enhanced" scans like Genius Scan/Scannable embedded in app (not separate app) Scannable is great! It crops it, brightens it, makes the image easier to read and more presentable. It will make the report output much more presentable and easier to look at. You guys work hard on making… -
Re: Setting up users and syncing their expenses with QuickBooks Online
Hey there! There's two steps to making sure that your employees are able to track their spend in Expensify, and have that synced over to QuickBooks Online. You've already connected your policy to QBO, which is great! First, invite your employees to your policy. You can do that via Settings -> Policies -> [Policy name] ->… -
Re: What's the advantage of using a policy?
@craig -- There are ways that both individuals and groups/companies can utilize the different policy types in Expensify. Let me go over the different plans available! For an individual using Expensify, you'd want to use an Individual policy. There are two plans available on an individual policy: * The Track plan is best… -
Re: Using a contactless card - how can I reclaim these expenses?
Hi Ashley I'd echo what @Aussiebandit has suggested about importing the CSV file from your bank. You could create an Expense Rule under your Account settings that would autocategorise these too. Another solution would be to add your contactless card to your TFL account and then pull the PDF from their website and upload… -
Re: receipts I upload or drag & drop disappear within the hour or same day
Hey there! Katie from the Expensify Customer Success team here  One thing to keep in mind when you are SmartScanning receipts is that, while SmartScanning, the receipt will appear under today's date. Once the process is finished, we will then relocate the receipt to reflect the date that was on the receipt. In…
353 results