Currency Conversion Surcharges are now applied as a report note

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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.

Xero categories can now be renamed in Expensify

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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)

Automatic Report Titles are now Default Titles in Expensify

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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.

Renaming Tag Fields

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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.

Sort reports by exported or unexported

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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.

Alert visible when policy is overriding personal categories/tags

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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.

Tags in Personal Settings.png

“Finished” message on reimbursed reports

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Update: Marking a report as reimbursed, when manually reimbursing outside Expensify, will now display a finished message to the report submitter.

Setup your accounting integration through Inbox

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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.

Intacct: Import approval workflow

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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.

Zapier Integration: Automatic PDF Export

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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.

Payment Filtering for Visa Commercial Card Feeds

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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. 

Intacct Vendor Bills

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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!

NetSuite vendor bill export

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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!


Push notifications on mobile

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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.

In order to have this feature, you should verify you are using the latest version of the Expensify mobile app from the iOS App Store or Google Play Store.

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.



NetSuite tax support

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Update: We’ve added tax sync support for NetSuite. Enable tax sync in NetSuite sync options (Admin > [Policy Name] > Connections > Configure) menu and we’ll automatically import your Tax Groups from NetSuite into Expensify.

Then, go to Admin > [Policy Name] > Tax to select which rates you want to make available to your employees and set a default tax to apply to the policy (this will automatically apply to all new expenses).

You and your employees apply the appropriate tax to each expense, which will then be exported to NetSuite with all the necessary tax data.

To find out more take a look at our NetSuite help page.

We’ve moved Inbox to its own tab

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Update: Starting today, we’ve separated Inbox out of Reports and into its own tab. Inbox, your expenses personal assistant, now lives under the Inbox tab. Inbox surfaces the reports that require your specific action (reports that haven’t been automatically approved, for example, and need your review), and prompts you to act on those.

We've also added extra Inbox tasks such as installing the mobile app and adding a deposit account (US only).


QBO: Category display names can now be edited in Expensify

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Update: Admins can now edit Category names in Expensify for our QuickBooks Online integration. If your chart of accounts are not intuitive for employees, you can simply modify the category names that employees see. With more intuitive category display names, employees are less likely to categorize their expenses incorrectly.

To change a category name, click on Admin > Policy > Categories. From the Categories page, click on the category name that you would like to change. After making the edit, the category will continue to map to its correct account in QBO but employees will be able to see a simplified name. 



QBO: Admins can now set a default vendor for vendor bills

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Update: Admins who export non-reimbursable expenses as Vendor Bills can now choose to apply a Default Vendor.

To set a Default Vendor, click Admin > Policy > Connections > then click on the "configure" button on your QuickBooks connection. From the pop-up dialogue, enable and then select a Default Vendor for your Vendor Bills.

Expenses can now be coded to NetSuite projects

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Update: Expensify’s NetSuite integration now imports projects from NetSuite for expense coding. Upon export to NetSuite, the projects selection will populate at the transaction line so that companies can record and bill customers in NetSuite. For more info on the NetSuite integration visit our help page.

Pro Tip: Enable auto-sync in the advanced tab of the NetSuite sync options menu. Auto-sync updates Expensify on a daily basis when selections, including projects, are updated in NetSuite.

Attending SuiteWorld 2016? Register for Expensify’s breakout session with CEO David Barrett [FIN1968] through the MySuiteWorld portal by clicking here

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