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 account. It takes seconds!
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 (or email it to firstname.lastname@example.org from the email address you use to log in to Expensify) which will 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? No 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?
Once you SmartScan a receipt, a report will be created for your and then automatically-populated with your SmartScanned expense. Automatically created expenses and automatic reports? Yeah, we kinda make this a little too easy for you.
At the end of the month, Expensify will send you an email to let you know its time to submit your report for approval. To do this, simply open the report and click the Submit button. The system will know who you should send the report to and their email address will be automatically populated. Once the report is submitted your work is done.