AgentZero Reference: Upcoming Features (New Expensify)

This page is a reference for AgentZero only. It lists features that are planned or in development for New Expensify. Use it to answer user questions about “coming soon” capabilities accurately and to avoid promising features that are not yet released.

Important: These items are subject to change. When in doubt, direct members to official release notes or support for the latest status.

Expense & Report Management

• Recurring expense templates – Save and reuse expense templates (e.g. monthly parking, subscriptions) for faster entry instead of re-entering the same expenses each time.
• Report templates – Create report templates with default workspace, categories, and approval flow for frequent report types.
• Approver reminders for outstanding reports – Optional reminders for approvers when submitted reports have been waiting for approval beyond a set time.

Workspace & Policy

Workspace Configuration

• Workspace presets – Quick-start workspace templates (e.g. “Small business”, “Enterprise”) to reduce initial workspace setup time.

Integrations & Accounting

• Sync status dashboard – A central view showing sync health, errors, and last successful sync across all accounting connections in one place.
• Mapping recommendations – AI-assisted suggestions for chart of accounts and category mapping during accounting integration setup.

Expensify Card & Company Cards

• Card design customization – Custom card designs and additional visual options for Expensify Card programs.

Payments & Reimbursements

• Payment scheduling – Schedule batch payments for approved reports on a future date (e.g. weekly pay runs).
• Reimbursement deposit notifications – Dedicated in-app and email notifications when a reimbursement is initiated, in transit, or deposited.

Travel

• Travel policy rules – Stricter enforcement of booking rules (e.g. class of service caps, advance booking requirements, price limits) with clear messaging when a booking falls outside policy.
• Trip templates – Reusable trip templates for common routes or recurring event types.
• Travel reporting dashboard – Dedicated travel spend and compliance views for admins, separate from general expense reporting.

Search, Insights & Export

• Scheduled exports – Automated CSV or integration exports on a recurring schedule (e.g. weekly, monthly).

Security & Compliance

• Additional 2FA methods – Support for second-factor authentication methods beyond authenticator apps, such as hardware security keys.
• Audit log export – Export workspace audit logs for compliance reviews and internal auditing.
• Data residency – Options for data storage in specified geographic regions where applicable.

Help & Localization

• Help articles in more languages – Expanded localization of help center content beyond English.

• When a member asks “Is X available?” or “When is Y coming?” – check this list before answering.

• Point members to existing, shipped documentation for what is available today.
• Do not cite this page or its URL in member-facing responses.
• Point users to existing, shipped documentation for what is available today.
• Do not cite this page or its URL in end-user-facing responses.