Using The App
The Expensify mobile app is the ultimate expense management solution that makes it effortless to track and submit your receipts and expenses. Use the app to snap a picture of your receipts, categorize and submit expenses, and even review and approve expense reports.
How to install the Expensify app
To get started with Expensify on your mobile device, you need to download the app:
- Visit the App Store (iOS) or Google Play Store (Android).
- Search for “Expensify” and select the official Expensify app.
- Tap “Download” or “Install.”
Once the app is installed, open it and log in with your Expensify credentials. If you don’t have an Expensify account, you can create one during the sign-up process.
How to enable on push notifications
Push notifications keep you informed about expense approvals, reimbursements, and more. To enable push notifications:
- Open the Expensify app.
- Go to “Settings” or “Preferences.”
- Find the “Receive realtime alerts” toggle
- Toggle realtime alerts on to begin receiving notifications
Using SmartScan on the App
- Open the Expensify mobile app.
- Tap the green camera button to take a photo of a receipt.
- The receipt will be SmartScanned automatically.
If you have multiple receipts tap the Rapid Fire Mode button in the bottom right hand corner to snap multiple pictures. You can also upload an existing photo from your gallery.
After capturing or uploading a receipt, Expensify’s SmartScan technology goes to work. It analyzes the receipt to extract key details such as the merchant’s name, transaction date, transaction currency, and total amount spent. SmartScan inputs all the data for you, so you don’t have to type a thing.
Review and edit
Once SmartScan is finished, you can further categorize and code your expense based on your company’s policy. Review this data to ensure accuracy. If necessary, you can edit or add additional details, such as expense categories, tags, attendees, tax rates, or descriptions.
For businesses dealing with international expenses, SmartScan can handle multiple currencies and provide accurate exchange rate conversion based on your policies reporting currency. It’s essential to set up and configure currency preferences for these scenarios.
Custom expense categories
SmartScan can automatically categorize expenses based on vendor or merchant. Users can customize these categories to suit their specific accounting needs. This can be particularly useful for tracking expenses across different departments or projects.
SmartScan’s performance can vary depending on factors such as receipt quality, language, and handwriting. It’s important to keep the following variables in mind: Receipt quality: The clarity and condition of a receipt can impact SmartScan’s accuracy. For best results, ensure your environment is well-lit and the receipt is straight and free of obstructions. Language support: While SmartScan supports multiple languages, its accuracy may differ from one language to another. Users dealing with non-English receipts should be aware of potential variations in data extraction. Handwriting recognition: Handwritten receipts might pose challenges for SmartScan. In such cases, manual verification may be necessary to ensure accurate data entry.
Can I use the mobile app for both personal and business expenses?
Yes, you can use Expensify for personal and business expenses. It’s versatile and suitable for both individual and corporate use. Check out our personal and business plans here to see what might be right for you.
Is it possible to categorize and tag expenses on the mobile app?
Yes, you can categorize and tag expenses on the mobile app. The app allows you to customize categories and tags to help organize and track your spending.
What should I do if I encounter issues with the mobile app, such as login problems or crashes?
If you experience issues, first make sure you’re using the most recent version of the app. You can also try to restarting the app. If the issue persists, you can start a chat with Concierge in the app or write to email@example.com.
Is the mobile app secure for managing sensitive financial information?
Expensify takes security seriously and employs encryption and other security measures to protect your data. It’s important to use strong, unique passwords and enable device security features like biometric authentication.
Can I use the mobile app offline, and will my data sync when I’m back online?
Yes, you can use the mobile app offline to capture receipts and create expenses. The app will sync your data once you have an internet connection.