Update: Admins can now bring in custom segments from NetSuite into Expensify! These custom segments can be used as Tags or Report Fields in Expensify, allowing for refined customization and insight into report and expense data. You can enable custom segments by navigating to Admin > [policy] > Connections > NetSuite Configuration, or visit our help doc for a complete walkthrough.
Update: We’ve simplified the entire process for multi-level tags! Admins can now directly enable and import new multilevel tags within a policy. Just go to Admin > [your policy name] > Tags. Once multi-level tags are enabled, new tags can be added via CSV import.
We’ve also introduced new tag configurations! Admins can now select individual tags as required fields or change the order in which the tags are displayed. To learn more about multi-level tags and how to get set up, check out our help doc.
New Feature: Approving reports on-the-go just got easier — users can now approve reports right from their mobile Inbox!
To approve reports from the iOS and Android app, head to your Inbox. Under Reports that need your attention, tap Begin Review to begin the approval process. If there are multiple reports awaiting your action, you’ll review them in the order they were submitted. But as always, Guided Review will walk you through any flagged issues.
Check out Puneet’s take on the evolution of Expensify’s Mobile Inbox on our blog!
Update: We’ve improved our expense notes! When the total amount of a SmartScanned receipt is manually adjusted, we’ll calculate the percent increase so that Approvers can quickly account for gratuity, currency exchange rates, or foreign transaction fees.
New Feature: When using Guided Review, one of the most common actions is viewing receipt details. Now, with receipt preview, you can zoom in on a receipt simply by hovering over its thumbnail. This means you can quickly determine whether you can approve an expense or investigate further.
Chris from Percolate has already saved a lot of time approving reports, and said "Amazing!!! Really nice feature to add, saves me a lot of clicking"
We now support reimbursement sync for expense reports in Intacct! Now, when an expense report is reimbursed in Expensify, we will automatically sync over the bill payment to Intacct, crediting the account that you select below:
If you reimburse through an external system and move an expense report in Intacct to a Paid state, we will also sync that and move the corresponding expense report in Expensify to a Reimbursed state.
To enable this, go to Admin > [policy name] > Connections > Configure > Advanced > toggle the "Sync reimbursed reports" option to on.
Update: Admins can now export each non-reimbursable transaction in Expensify as an individual journal entry in NetSuite. This makes it easier for admins to quickly associate and reconcile credit card transactions.
To update select your Journal Entry posting preference, go to Admin > Policy > Connections > NetSuite Configuration
New Feature: You can now create Per Diem expenses in the iOS and Android app. So, if you’re on a business trip and claiming Per Diem allowances instead of receipt tracking, you can create your Per Diem claims when you’re on the road.
To use Per Diem, just tap the plus symbol on the mobile app, then tap Per Diem. Remember: you’ll need an administrator to enable and configure Per Diem on your policy before you can create Per Diem expenses. They can do this via Admin > [your policy name] > Per Diem, or find extra information on our help documentation.
New Feature: When an email receipt is forwarded, we now filter duplicates into a “Deleted Receipts” folder to prevent creating duplicate expenses. Concierge will also reach out to let the user know about the flagged receipt.
Note: By default, the Expenses page only shows the last 6 weeks of expense. If you’re having trouble finding an expense, try adjusting your filters to include older receipts.
Update: We’ve replaced the configuration dropdowns in Domain Control with tabs, making it easier for admins to manage corporate cards. Check out the new look via Admin > Domain Control > Company Cards.
Update: Instead of applying the standard tax rate across all expenses, you can apply a different tax rate — including exemption — for internationally incurred expenses. With this change, employees and admins can improve the accuracy of taxes applied, without spending extra time reviewing expenses.
Admins can choose to set a different default tax rate for employees’ internationally incurred expenses by going to Admin > [policy name] > Tax .
Update: We are excited to announce a couple of new features that are going to make your Expensify and NetSuite experience even easier!
First, for anyone exporting Expense Reports, you can now have the option to select the default payable account you would like paid reports to post against. What does this mean? Now, there is the option to select the payable account paid reports will post against, instead of being limited to the default account in the NetSuite subsidiary settings. This is especially beneficial for those companies that want to use different payment accounts for different purposes.
By using this option located under the advanced tab in the configuration settings, you can avoid having the default account change and keep the correct account selected for Expensify payments:
Next, you can keep paid Vendor Bills in sync from Expensify to NetSuite, and vice versa. If you export an unpaid bill to NetSuite, and you then reimburse the employee via Expensify Reimbursement, we will mark the bill as paid in NetSuite. Conversely, if you pay the bill in NetSuite, we will move the report from an “Approved” state, to a “Reimbursed” state in Expensify. To enable this sync, go to Admin > Policy > Connections > Netsuite configuration > Advanced tab. From there, you can select to sync reimbursed reports:
Update: When reviewing printed reports, it’s now easier to see which receipt corresponds with a given expense. Just look for the matching notation that is displayed next to the expense and the associated receipt thumbnail.
Update: Report Attachments no longer SmartScan by default! If you’re using Report Attachments to provide additional expense documentation (such as bank statements or travel itineraries), that means you don’t have to worry about accidentally creating a duplicate SmartScanned expense.
If you do want to SmartScan your attachment, just click the SmartScan button, or use our mobile app to capture receipts on-the-go. Did you know also that you can forward emailed receipts to email@example.com?
Update: We've changed the way you apply tags — no more wasting time scrolling through your tags list. Instead, just type in any part of the tag name and you’ll see a dropdown of relevant matches.
Update: We've changed the way Currency Conversion Surcharges are highlighted on reports. (Conversion surcharge rates are set by individual users from their personal settings and are applied to all expenses added in a foreign currency.)
We're making Currency Conversion Surcharges much more visible to approvers. Rather than as an expense comment, currency conversion surcharges will now be added as a report note.
This note is visible to submitters and approvers, and will also be highlighted during the Guided Review process so that approvers are aware of the applied surcharge.
Users who would like to set a conversion surcharge can set their rate in their Personal Settings of the web app.
Update: You can now rename the categories imported from Xero! Renaming a category is a cosmetic change you can make to provide your users with simpler options when coding expenses.
Simply navigate to your Admin tab > click on your policy > Categories section, and click on a category to rename it. (Screenshot on next page)
Update: We’ve improved report titles so that they are now automatically generated according to policy settings. Policy admins can stick with the default title of “New Report” or customize them with a simple template system. There is also an option to lock the titles so that they cannot be edited.
To enable this feature, simply navigate to Admin tab > click on your policy > Reports > Default Titles.
Update: Admins can now rename the Tag field to anything — Cost Center, Project, Department, or anything else! To do this, go to Admin > [select policy] > Tag and enter a name in the “Enter a custom name for tags” field.
Once added, users will be able to see the updated tag name when creating or editing an expense.
Note: Custom names can not be created for tags that are imported from a direct integration.
Update: Admins can now see the date that each company card feed was last updated from the Domain Control > Company Cards section. More information on importing company cards within domain control can be found here.