Opiniones de Expensify

La facilidad para subir los gastos y que Expensify se encarga de escanear los comprobantes y los asocia a las transacciones de las tarjetas de créditos

Que a veces se rompe el sistema y no migra todas las transacciones al sistema contable o el hecho de no poder eliminar gastos si son de tarjetas de créditos.

Es un software facil de usar con muchas funcionalidades tanto para logistica, productos y facturación

Algunas opciones quizas deben estar mas a la vista pero por lo demás va de maravilla

Expensify has a great UI for users and is a very easy system to manage. It's easy and fast to submit and approve expense reports, including when staff are traveling. Expensify is so much simpler than some of the other expense management software (e.g. Concur). Some Finance Teams seem to think that going with a more complex software. However, I've found that while Expensify does not have as many "lock down" features as other software, allows us to easily manage expenses and move things forward quickly. When you balance administrative features and user UI/expense management, I would always go with the latter. Getting those expense reports is the most important, and Expensify makes that easy and simple!

Expensify's largest drawback is their customer service. For smaller companies at least, there is no account manager and we can only receive support via chat/email. This can be a huge challenge when the integration breaks or something complex needs to change.

due to popularity it is easily assesable and offered many ways to upload an expense. I like how unlike most app/software companies gets it as they make if affordable and capture the biggest marketshare.any companies think their software is be get tham it is and is cost prohibitive or have user minimums which usually are not applicable for small business. I love how they are one of the few to offer personal credit card integration feeds. Believe it or not most do not and actually expect us to upload statements

buggy at times, doesn't transition from mobile to desktop or we based version. mobile app.has far less ability. mostly if fails at the main purpose, saving me time. every months nearly every expense is duplicated, failing to match itself to the credit transactionnand this takes forever to fix. It only sycs properly to the credit transaction if the receipt photo is taken from then app. if you try to upload screenshots? email you invoiced and use the ios "Sent too function" it duplicates the transaction..tech support actually told me to wait for the bank before uploading the receipt. This eliminated the entire point of the product.

I think the "default rate" for gas reimbursement is one of the best features they offer... that we utilize. It is great to have a rate set to the market of the person in the field because we have employees across the country, gas prices vary, and we want to fairly reimburse people. It is much easier than having to set a rate ourselves, monitor it, and change it as the market does.

It's not the most user friendly site to navigate. It is difficult to figure out how to submit an expense without some playing around. Since there are several ways to submit an expense, it is hard to tell if you are done and set to be reimbursed.

The best feature is the smartscan feature. Once you set up the currency, it segregates everything accordingly and saves you the trouble of manually entering it. Even if you have no internet connection, it saves the request and once u go online it will analyze the scan and store it for you.The reports generated are also very well detailed.

I had a technical error, maybe it was my mistake, because it didnt happen to any of my other collegues where the expense trip report closed automatically. But that is easily solved by logging on the web version and activiating it again.

User friendly and I like that it is streamlined way to input expenses and review.

The app isn't as user friendly, the app can import invoices better

I love that I am able to manage all receipts and put them in the correct accounts. This helps when entering receipts for a bank reconcile. I also love the ease of attaching receipts by many different methods. My favorite is the drag and drop method.

The software can be a bit difficult to navigate when the receipts are older. You can't go back and edit past mistakes easily.

When working properly, it easily brings account codes, jobs and copies of receipts into accounting software. It links to various credit cards with the paid version for easy reconciliations. The biggest benefit for my application was having the individual card users coding and providing backup for their transactions with the ability to then very easily reconcile in the account software (I use Xero).

The customer service is the worst I've ever encountered, of all companies I've ever worked with in my life. All questions are submitted via chat with a minimum of 2-4 hours between responses. This makes a conversation impossible. There is no help with initial setup or training, which would likely reduce all subsequent problems. Even for an accounting firm who wants to implement the software to a number of clients, there is no personal help.

There are constant issues with the credit card links and the sync needs to be manually updated to reconnect. This is not apparent until the user realizes that transactions are missing. From a workflow perspective, these issues should be resolved automatically or a notification received.

There are constant changes within the software without forewarning. This makes using this product a constant battle with regularity. It's also not as intuitive as it should be. My clients often tell me the same, that the software just simply doesn't work well.

As a small addon to a much larger web of integrated softwares, the amount of issues I had with this software makes it not worth using for my firm. My frustrations with getting it set up properly for my clients was met with indifference by the staff. Ultimately, in a world with many other options, I was forced to go elsewhere.

The great thing about Expensify is that we are able to monitor, document and control all expenses. Through Expensify, team members got rid of collecting paper receipts and then preparing lists and submitting them to the accounting department for auditing and approval. With Expensify, things have become clearer, as each team member independently will be able to scan his invoices to be raised on his own cloud and enter data from them to his expense page, and then the accounting department will be able to audit and notify him of approval or request other inquiries, and by These quick and accurate procedures ensure that no receipts are lost and that you get the money straight away.

Not a lot of unwanted things, and it does not require a lot of effort on the part of the users to be able to track their expenditures properly.

Good for keeping track of and reporting basic expenses incurred for your business. If you need it to do anything extra, not so great. Bells and whistles break frequently and at the worst times.

If you need customer service, start by asking someone else. If you submit a ticket or an email for an issue you may be having, they will respond (never sooner than 12-24 hours) with a copy of that topic's Help manual. In other words, their customer service gives new meaning to terrible. If you try responding to that copy/paste answer, they will copy/paste from another part of their Help manual. It's truly frustrating and you have to get stinking mad before an actual person replies to your issue, usually with a sorry for your troubles reply. I've given up asking them for help. Oh, and if you have a broken bank connection, they love to blame it on your bank instead of actually looking to see if it can be fixed on their end. And no, this is not the free version.

with Expensify Access all necessary tools and records easily, automate spending procedures, and facilitate budget monitoring and evaluation. With the mobile app, scan paper invoices and request approval for increased spending limits within minutes. Expensify also provides flexibility in payment processes by accepting credit card and bank transfer linking, eliminating the need for additional paperwork or switching between platforms.

The intuitive design of Expensify makes it easy to use, without encountering any difficulties.

Expensify has some cool things about it. It's pretty quick and easy to submit receipts for expenses and the approval process is easy. It's simple to add receipts and get everything compiled into one report for reimbursement.

I don't like that it's not always simple to add multiple receipts to one expense. Sometimes one is missing a date so I need to also include a card statement screenshot and adding the supporting documents doesn't appear within the report like I'd like them to. I also wish there was a better way to add comments to the expense itself rather than the chat-like thread within the report. I also have never had much luck with the auto-receipt reader. I just enter my info manually because it hasn't been super reliable.

Most importantly, I have to say that the email message Expensify's [SENSITIVE CONTENT HIDDEN] sent out to ALL Expensify users prior to the 2020 election was absolutely inappropriate and unprofessional. He had no place to use his platform and account holder lists to blast every Expensify user with such a biased, partisan message. If it were up to me, I would have dumped Expensify that very moment across my entire company because I don't want to do business with an organization that shoves their politics into my face unsolicited, regardless of which side of the fence they're on. Very dissatisfied with this approach.

Expensify is in my opinion the best expense option on the market. It is so easy to use and makes expense reports a breeze.

Not really anything I dislike about expensify, but what I like the least, is I wish the software was a little smarter and able to match expenses if the receipt date is a day or two off from the billing date.

My favorite function of this app is that I simply take a photo of my receipt and it inputs EVERYTHING. It inputs the name of the place the receipt is from, the amount of money, and the date on the receipt. It's so simple! It even transfers my receipts from British pounds to US dollars automatically for me when I'm traveling. Or Canadian, or any other country I'm in. It does the conversion for me. Everything is automated. My life is so much easier, and I don't have to carry any receipts around with me. The other favorite thing is that once I'm ready to send a report in, it can be for the month, or a specific trip, or what ever, it emails the entire report broken down into categories for me in a PDF file with the receipt photos attached in the PDF. BOOM!