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

As an approver of expenses, it is easy to reject wrongly submitted lines and tell the staff why. It is easy to approve and reimburse! They work hard to keep all major credit cards connected.

While it would be nice, it is hard to connect to every possible credit card and bank. My personal bank credit card does not connect for auto import.

It is easy for the end user to use, particularly given the mobile app. It has a lot of good controls and notifications for potential user errors or abuses.

The credit card sync features often don't work or are significantly delayed (days, weeks if at all) which causes unintended reimbursements for non reimbursable expenses and messed up accounting.

Expensify made it very easy to submit travel expenses and book travel through. I used to both to submit expenses and book flights and hotels and it was very straight forward. At one point I did have to cancel travel arrangements and this was very easy as well.

Booking a hotel with a flight is a little confusing. When booking together, the platform will recommend hotels closest to the airport vs. you final destination. When using for the first time it was a little difficult to navigate and I was confused on which hotels were actually available in my area.

Used really more personally. Kept up with spending efficiently and didn’t require much input

Didn’t give projections of spending like I would prefer

It's easy to use from a user and admin perspective. Without any IT skills, you can easily customize the platform to meet your needs. Expensify is intergrates with Netsuite Oracle.

As an policy admin, I still don't have 100% control. If an employee leaves and has a $0 open report, it's hard for me to delete. There are weird quirks like that from an admin perspective.

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.

I like it because my users like it. They find it to be easy and quick to use.

From an admin perspective, I find expensify to be good but not great. I wish it had more flexibility with regard to approval flows.

I used Expensify regularly to keep track of business lunches and travel expenses. Soooo much easier than keeping up with receipts.

I can't think of anything I'd change. Great product.

I love how I can create reports for expenses that include receipts so I don't have to keep them with me. I can just throw them away once I've taken a picture of them

I haven't found anything I don't like about this software. It is extremely useful even as a free user

The fact that there is an app to upload info on the go

The issues with accessing it via Okta at the beginning

Expensify is a very streamlined tool and does not get bogged down in high degrees of complexity which may be unnecessary. I have found all types of users at my company, from sales execs to marketing coordinators, understand how to use Expensify almost immediately. We provide a 1-pager for best practices to employees and that, in nearly all cases, is enough to get them using the tool without issue.

The corporate card integrations could use a bit of added support when it comes to receipt imports, and occasionally we have had the direct feed from our banking institution break. I think this is likely because we do not use one of the major banks for our corporate credit card though, so the issue may not be on the Expensify side.

The UI is so snappy and intuitive to use. Uploading receipts, finding what category to use, finding out if your expense is over budget--the UI tells you all exactly where you expect it.

This isn't inherent to the product itself, but I found customer support difficult to deal with. When I ran into a bug where the reports I had previously submitted disappeared, I had to wait a few days before they got back to me via email and their first question was basically "are you sure you had submitted them before?"

A great solution to keep all my expense reports in one place, with a great option to attach PDFs of receipts and/or images of receipts. Expensify can pull data directly from my credit card statements and that feature alone saves a lot of time of manual entering numbers and vendors.

It can get a little too much to configure in the beginning and navigating down to expense categories is not the easiest to do - it takes time to find things around that I could customize but once these are all in place, using Expensify is fairly easy. Expensify creates automatic names for your reports - make sure you change them to something that makes sense to you and your accountants or everyone will wonder what Expense Report 234902u5435242ewd is for.

Our company went from using excel spreadsheets to monitor spending and expense reports to using Expensify once it was launched company wide a year and a half ago. In comparison to the old way of doing things, Expensify is a huge improvement. The software can sync with your corporate card (or personal card, if you'd like) so all your transactions are pulled into Expensify automatically. The only time a manual expense needs to be created is if you paid with cash, used a card that is not synced to Expensify or if you're entering mileage. Entering mileage is my second favorite thing about Expensify. It's very easy and can be as simple as inputting your starting destination and ending destination, and it will calculate the mileage for you. My favorite part of Expensify, however, is the mobile app. It allows you to take photos of receipts right away (especially nice while travelling) so you don't have to worry about collecting receipts and scanning them in once you're back in the office. Another nice feature of Expensify is that you can sort and put filters of your expenses to track category spend. This is very nice for our company as we receive some health wellness benefits that allow u to use X amount of money per year so these filters help us track our personal annual spend.

There are some features that have limited options for settings. The first example that comes to mind is if you take a picture of a receipt on the Expensify app, it will automatically mark that expense as reimbursable, even if you it's not.

Expensify simplifies the task of tracking the expenses and expenses of the team as well as the daily expenses of the organization as a whole. The receipts are simply scanned, where Expensify extracts data from them and adds them to the schedule of expenses, and sends a notification to the direct official to take approval, which organizes those operations, which used to send us monthly to block a file containing many paper receipts, and send them to auditors who may take a long time Expensify has changed all that, and succeeded in automating all processes, so that sending data, obtaining approvals and sending notifications to pay money is done automatically and without the need to accumulate invoices and files All of them are now stored in the cloud.

There is nothing worth mentioning, as both the desktop and mobile application are easy to use, the scanning and autofill system works excellently, and the price is good for a subscription that works for everyone.

I work overseas. Mostly in Europe and my company is based in California. I work for an international charter school organization basically travel for a living while meeting with government entities about educational opportunities. My whole life is expenses. I spend my own money and get reimbursed so it's critical that every receipt, every lunch, hotel, meal, every expense is documented and saved.

I'm not the best with money and I struggle with organization on the road. Fortunately, Expensify helps me with both. Every receipt I collect can be instantly scanned and saved. There is no limit to the number which is great because someday's I have in excess of 20 receipts.

Expensify tallies my receipts as I go which assures I stay on budget and don't overspend. If I overspend or go over budget I don't get that money back so this feature is critical.

My company uses Quickbooks for accounting and Expensify integrates with Quickbooks effortlessly. For those who do not use Quickbooks, rest easy; there isn't a popular (or unpopular) software that Expensify doesn't integrate with.

If managing multiple receipts and budgeting is important to you, you MUST give Expensify a try.

Nothing. Expensify is the most complete travel expense app on the market.

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.

What I liked most about this software, Expensify, is that it allowed for bulk imports and would often suggest categories for certain items once you upload enough receipts and it could find a pattern. In my position as General Manager, I had access to a company card and Expensify is how we kept track of everything before exporting it to our company's accountant.

What I liked least about this software, Expensify, is that it often flagged certain receipts for being duplicates or for being incorrect despite that not being the case. Unfortunately, this prevented you from saving the files correctly until the "disputes" were corrected. For a business, this can make sense or be rectified as the totals are all that really matter, but for personal use, keeping track of tiny margins and trends becomes a lot more important and needs to be protected.

I like the ease of loading receipts and drilling down into an expense report to find the data I need for accounting purposes. I like the user interface. It's extremely easy to add a new user and our new users never really have questions so I think the users find it easy to navigate. I love that it interfaces with our accounting software creating a seamless exchange of data once everything is set up properly; this saves a lot of time and duplicate entry. I love that it has a direct pay option - the users get the payments directly to their bank account.
The customer support is a chat feature - they don't always respond immediately but it's always pretty quick and they are extremely responsive. They have always helped solve all my issues and I consider their support to be pretty top-notch.

I think the product is lacking altogether in Reporting functionality. There's really not even a "Reports" module to speak of. You have to basically go in and pull your own data from the modules ...it makes everything feel clunky and unprofessional. It's also tricky to find what you need in settings, from an administrator perspective.

Their software has a lot of features but nothing that the other player in the market don't have. their customer services is horrible

Their are far better alternatives in the market with better value, honestly stay away from them. we've worked with them for a long time and they changed from a startup to a big company with horrible customer service and focus on getting more money from their clients.

Expensify has made everything regarding expense reporting easier. Snap photos of receipts. Auto scan them for information. Connect credit card or bank accounts to automatically draw data for expense reports. Submit to multiple approvers. Get immediate responses. And Expensify continues to develop and support the product very well. We have recommended Expensify to many other organizations like ours.

Sometimes the connections to financial accounts break. And I'm notified of the fact. I have to notice it myself and wish there were an automated notification.

I find that as a user, the interface is very user friendly and easy to use. I can simply upload receipts and add comments to my expenses. I find it is also easy as an administrator to reject expenses and add comments as to why they were rejected. So easy to use!

The only thing that is hard is that a report won't allow me to add an expense to it in the app. The expense needs to be added first before it can be added to the report, which is hard. Also, it would be nice to make expenses for distance in the app. Perhaps I am able but just don't know how. If so, it could be helpful to make this feature easier to use.

This is the best software/app I have used to date to manage employee expenses. As an accountant, there is a constant struggle to get employees to retain and code their receipts; Expensify makes it easy for both! The receipt matching and scanning functionality has really impressed me as well. Take a picture of your receipt, and, most of the time, it will auto-match to the corresponding transaction. Another great feature is that Expensify will generate audit-able receipts for certain small transactions.

Expensify's per user pricing can be a large deterrent depending on company size. A bulk pricing option would be much more tantalizing for larger and even mid-size companies.