Expensify

User Friendly Interface

Opmerkingen: Great system to help track employee spending. The credit cards act as debit cards which is good if you’re a company that is trying to not live on credit.

Pluspunten:

Minimal learning curve if your team us any experience with expensing items in a software format. You can fix mistakes really easily and there aren’t a ton of buttons to wade through.

Minpunten:

Sometimes new employees need to get reloaded to allow them to bill items to customers. That might be the accounting firm that we work with a fault though.

Simple to Deploy, Easy to Maintain

Opmerkingen: From the accounting team to the newly hired sales exec, feedback from employees has been very positive with Expensify. They can use the mobile app as they go, or other import methods to make their expense reports quick and easy. Everything is directly connected to NetSuite, our ERP, and flows smoothly to the books without any extra steps. Approval routing is very simple and reminders get sent to keep things moving along.

Pluspunten:

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.

Minpunten:

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.

Attention

Minpunten:

I am writing to bring to your attention a profoundly concerning issue that I have encountered with your company's customer service procedures. It is imperative that everyone be made aware of how customers are treated within your organization. To provide context, I recently registered an account with your company and underwent a series of verification processes. During these verifications, I was requested to obtain a letter of verification from my bank. Upon communicating with my bank, I was informed that such a letter could not be provided. Instead, we agreed to proceed with a phone verification process. Subsequently, your support team instructed me to schedule a phone verification appointment. However, my appointment was canceled two hours prior to the scheduled time without explanation. I was then asked to undergo the verification process again, including re-uploading my identification documents. Despite completing these steps, I was still asked to provide verification using another form of identification, despite having already used my California Real ID. Feeling increasingly disappointed and frustrated after three days of continuous demands for documents and unreasonable requests, I expressed my frustration by using the F-word twice. Regrettably, a representative from your company responded by threatening to discontinue service and implied transferring my case to another support member. However, when I requested assistance from another support member, I was told, "I'm not going to assign you to anyone else in our team until you're able to avoid being aggressive with our team." I wish to emphasize that my use of inappropriate language was limited to two instances of the F-word. Furthermore, I was assured that your company does not have managers, and I was refused the opportunity to be assigned to another support team member. Subsequently, the support chat was abruptly terminated, and I have been unable to locate a valid telephone number for further communication. It is deeply concerning that, despite providing personal and banking information, as well as linking my bank account, I was subjected to punitive measures for the use of mild profanity. This treatment is entirely disproportionate and unacceptable. I am formally requesting a thorough investigation into this matter and appropriate action to rectify the situation. Additionally, I expect assurance that my account and personal information are handled with the utmost respect and security. I anticipate your prompt attention to this issue and a satisfactory resolution. Please contact me at your earliest convenience to discuss further.

Good Tool. Gone Woke

Opmerkingen: Loved this product until it went woke. I wish they would just process receipts rather than push agendas.

Pluspunten:

We loved this tool. It worked so well for our nonprofit. It integrated well with credit cards and payments.

Minpunten:

Two things completely turned me off of Expensify. THey started integrating DEI into their marketing. I remember coming to the site and they had splashed all over the screen BLM material. I dont need their progressive ideals of BLM or pride shoved at me. Just process receipts. The second thing that turned me off was that I was no longer able to connect with my primary banks.

This software is the best in its category.

Pluspunten:

We have been using Expensify for a long time and syncing it with different systems, including Workday and Netsuite. Expensify allows us to customize our policies to include custom fields from Netsuite which is a good feature. The approval workflow is straightforward and user-friendly, and the best part is that it doesn't require any training. Approvers can easily review expense reports with receipts attached to expenses. We reviewed other competitors' software and found them either expensive or not up to par. However, Expensify is a true value for money.

Minpunten:

So far no complaints and it serves the purpose.