Upcoming Features: Expense & Report Management (New Expensify)

This page is an AgentZero reference for expense and report management features that are planned or in development for New Expensify. Use it to answer “is this coming soon?” questions accurately. These items are subject to change.

• Advanced duplicate detection – Smarter, more reliable detection of duplicate expenses across card feeds and manual entries, with clearer violation messaging to reduce confusion for submitters and admins.
• Mileage rate effective dates & auto-update – Support for date-based mileage rate configuration so that rate changes apply from a specific date, plus automatic seeding of distance rates for supported markets.
• Nice merchant naming – Automatic cleanup of raw card statement merchant strings (e.g. SQ *COFFEE → “Blue Bottle Coffee”) so expenses show readable, recognizable merchant names without manual correction.
• Bulk report PDF export – Export multiple expense report PDFs at once from search results or a filtered view, rather than downloading one at a time.
• Cross-period expense exporting – When exporting grouped report transactions to an accounting system, allow expenses from different accounting periods to be split across the correct periods rather than all landing on one date.
• Export filtered views – Export the results of any in-app filtered or searched view directly to CSV or an accounting integration, without needing to manipulate data externally.
• Multiple approval paths per approver – Support for approvers who manage more than one approval workflow or department, so expenses route correctly regardless of which workspace or category they belong to.
• Personal expense repayments – When an employee accidentally charges a personal expense to a company card, allow them to repay it directly through Expensify rather than going outside the platform.
• Pending BYOC transactions – Show pending (not-yet-settled) card transactions from Bring Your Own Card feeds in New Expensify, matching the real-time visibility employees expect from their banking apps.