My company is using Expensify. How do I get started?
You'll be invited to your company's Expensify Policy via email. Click the validation link in the email to set up your password. Download the free Expensify mobile app and you're good to go!
What is SmartScan and what's the big deal about it?
Ahh, SmartScan is the bread-and-butter of Expensify and where the magic begins! Our patented Optical Character Recognition technology allows you to snap a picture of a receipt using the mobile app or email it to firstname.lastname@example.org and we'll automatically generate an expense using the merchant, date, and amount. SmartScan as soon as you get a receipt and then forget about it.
Pro-tip #1: Expensify can SmartScan nearly all receipts (even hand written ones!) but to give us the best chance of a good SmartScan make sure you get a good quality picture of your receipt ensuring all the required information (merchant, date and amount) is clearly visible.
Pro-tip #2: SmartScan taking a while? Don't stress! Receipts are processed faster and slower at different times depending on a whole number of factors but rest assured, once the receipt says SmartScanning it is in good hands and will be ready long before your report needs to be submitted.
How do I create and submit a report?
You don't even have to! Once you SmartScan a receipt, Expensify will automatically create a report for your and then add your SmartScanned expense. Your report will automatically be submitted on a date set by your administrator. The system will know who should approve your report and send them an email letting them know your report is waiting for their review.
Automatic expenses, reports and submission? Yeah, we kinda make this a little too easy for you.