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! After setting up your password, go to Personal Settings and add firstname.lastname@example.org as a Wingman on your account, this will help us fix any problems you might encounter.
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 email@example.com 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. The best habit to get into is to capture your receipt as soon as you get it so you don't have to carry it around and risk losing it!
How do I create and submit a report?
As your expenses are imported from your American Express card, a report will be created for you and then automatically populated with all your expenses. Automatically created expenses and automatic reports? Yeah, we kinda make this a little too easy for you.
At the end of the week you will need to review your report, ensure that all information (including receipt) has been added. Once your report is free of violations (highlighted in red) then you are ready to submit. Hit the Submit button and then you're done. The system will know who you should send the report to and their email address will be automatically populated.