Intacct reimbursement sync for expense reports

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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.

Individual transactions can now be exported as a single NetSuite Journal Entry

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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

Create Per Diem Expenses via the Mobile App

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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.

Duplicate Detection for Forwarded Email Receipt

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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.

New Company Card Settings in Domain Control

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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.

Default Tax Support for International Expenses

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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 .

NetSuite Vendor Bill Reimbursement Sync and Default A/P Approval Account

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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:

 

 

Report Attachments no longer automatically SmartScan

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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 receipts@expensify.com?

Tag Selector Allows You to Search For Tags

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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.

Currency Conversion Surcharges are now applied as a report note

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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.

Xero categories can now be renamed in Expensify

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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)

Automatic Report Titles are now Default Titles in Expensify

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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.

Renaming Tag Fields

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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.

Sort reports by exported or unexported

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Update: Unexported reports are now easier to find! To sort reports by their export status, go to your Reports tab, and click on the Exported column.

Alert visible when policy is overriding personal categories/tags

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Update: When you have a company policy selected, we now display an alert next to the categories and tags in your personal settings. You will have the option to click “Go to Policy,” however you will be unable to view or change those categories unless you have been granted policy admin access. More information on personal categories and tags can be found here.

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“Finished” message on reimbursed reports

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Update: Marking a report as reimbursed, when manually reimbursing outside Expensify, will now display a finished message to the report submitter.

Setup your accounting integration through Inbox

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Update: Policy admins can now set up an export option for their accounting package, right from their Inbox. Simply click on the Inbox tab and select your accounting package to begin.

Intacct: Import approval workflow

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Update: You can now import employee approval workflow directly from Intacct. When this feature is toggled on in your Intacct configuration, each Expensify user will be set to submit expense reports to the person listed as their manager in Intacct. If no manager exists in Intacct, the approver can be set in the Expensify People table.

Still need help?

Our friendly support team is here to help! Send us an email to help@expensify.com and we'll get back to you within 24 hours.