Update: We are excited to announce a couple of new features that are going to make your Expensify and NetSuite experience even easier!
First, for anyone exporting Expense Reports, you can now have the option to select the default payable account you would like paid reports to post against. What does this mean? Now, there is the option to select the payable account paid reports will post against, instead of being limited to the default account in the NetSuite subsidiary settings. This is especially beneficial for those companies that want to use different payment accounts for different purposes.
By using this option located under the advanced tab in the configuration settings, you can avoid having the default account change and keep the correct account selected for Expensify payments:
Next, you can keep paid Vendor Bills in sync from Expensify to NetSuite, and vice versa. If you export an unpaid bill to NetSuite, and you then reimburse the employee via Expensify Reimbursement, we will mark the bill as paid in NetSuite. Conversely, if you pay the bill in NetSuite, we will move the report from an “Approved” state, to a “Reimbursed” state in Expensify. To enable this sync, go to Admin > Policy > Connections > Netsuite configuration > Advanced tab. From there, you can select to sync reimbursed reports:
Update: When reviewing printed reports, it’s now easier to see which receipt corresponds with a given expense. Just look for the matching notation that is displayed next to the expense and the associated receipt thumbnail.
Update: Report Attachments no longer SmartScan by default! If you’re using Report Attachments to provide additional expense documentation (such as bank statements or travel itineraries), that means you don’t have to worry about accidentally creating a duplicate SmartScanned expense.
If you do want to SmartScan your attachment, just click the SmartScan button, or use our mobile app to capture receipts on-the-go. Did you know also that you can forward emailed receipts to firstname.lastname@example.org?
Update: We've changed the way you apply tags — no more wasting time scrolling through your tags list. Instead, just type in any part of the tag name and you’ll see a dropdown of relevant matches.
Update: We've changed the way Currency Conversion Surcharges are highlighted on reports. (Conversion surcharge rates are set by individual users from their personal settings and are applied to all expenses added in a foreign currency.)
We're making Currency Conversion Surcharges much more visible to approvers. Rather than as an expense comment, currency conversion surcharges will now be added as a report note.
This note is visible to submitters and approvers, and will also be highlighted during the Guided Review process so that approvers are aware of the applied surcharge.
Users who would like to set a conversion surcharge can set their rate in their Personal Settings of the web app.
Update: You can now rename the categories imported from Xero! Renaming a category is a cosmetic change you can make to provide your users with simpler options when coding expenses.
Simply navigate to your Admin tab > click on your policy > Categories section, and click on a category to rename it. (Screenshot on next page)
Update: We’ve improved report titles so that they are now automatically generated according to policy settings. Policy admins can stick with the default title of “New Report” or customize them with a simple template system. There is also an option to lock the titles so that they cannot be edited.
To enable this feature, simply navigate to Admin tab > click on your policy > Reports > Default Titles.
Update: Admins can now rename the Tag field to anything — Cost Center, Project, Department, or anything else! To do this, go to Admin > [select policy] > Tag and enter a name in the “Enter a custom name for tags” field.
Once added, users will be able to see the updated tag name when creating or editing an expense.
Note: Custom names can not be created for tags that are imported from a direct integration.
Update: Admins can now see the date that each company card feed was last updated from the Domain Control > Company Cards section. More information on importing company cards within domain control can be found here.
Update: Unexported reports are now easier to find! To sort reports by their export status, go to your Reports tab, and click on the Exported column.
Update: When you have a company policy selected, we now display an alert next to the categories and tags in your personal settings. You will have the option to click “Go to Policy,” however you will be unable to view or change those categories unless you have been granted policy admin access. More information on personal categories and tags can be found here.
Update: Marking a report as reimbursed, when manually reimbursing outside Expensify, will now display a finished message to the report submitter.
Update: Policy admins can now set up an export option for their accounting package, right from their Inbox. Simply click on the Inbox tab and select your accounting package to begin.
Update: You can now import employee approval workflow directly from Intacct. When this feature is toggled on in your Intacct configuration, each Expensify user will be set to submit expense reports to the person listed as their manager in Intacct. If no manager exists in Intacct, the approver can be set in the Expensify People table.
Update: You can now download your company’s expense reports to PDF automatically using our new Zapier integration. The integration lets you to specify parameters (such as report state) as “triggers” that determine when a report is downloaded. Once the trigger occurs, you can have a PDF of the report downloaded to your storage tool of choice, including Box and Dropbox.
Update: We now filter out card payments for those using Visa Commercial Format (VCF) credit cards for their company card expenses. This means that you'll no longer need to remove those payments before submitting your corporate card report.
Update: We’ve added support for exporting expenses into Intacct as vendor bills. When reimbursable expenses are exported as vendor bills, the bill is entered as a payable to the employee’s vendor. In addition, when those expenses are reimbursed in Expensify, we’ll sync the payment information with Intacct, saving you from having to manually mark vendor bills as paid in Intacct. Exporting expenses as vendor bills require that your employees are set up as vendors. Read more about the setup here!
Update: We’ve added support for exporting expenses into NetSuite as vendor bills. When reimbursable expenses are exported as vendor bills, the bill is entered as a payable to the employee’s vendor. When non-reimbursable expenses are exported as vendor bills, the bill is entered as a payable to the credit card vendor. If one expense report contains both reimbursable and non-reimbursable expenses, then two separate bills are created in NetSuite. To find out more, check out our NetSuite help page.
P.S. Don’t forget to update your NetSuite bundle!
Update: Mobile users will now receive a push notification when a report is reimbursed. Clicking on the notification will take you to the recently reimbursed report.
If you are an iOS user, make sure you've enabled push notifications to get up-to-date information on your expenses by navigating to Account > push notifications.