Expensify Erfahrungen

User Friendly Interface

Kommentare: Great system to help track employee spending. The credit cards act as debit cards which is good if you’re a company that is trying to not live on credit.

Vorteile:

Minimal learning curve if your team us any experience with expensing items in a software format. You can fix mistakes really easily and there aren’t a ton of buttons to wade through.

Nachteile:

Sometimes new employees need to get reloaded to allow them to bill items to customers. That might be the accounting firm that we work with a fault though.

This software is the best in its category.

Vorteile:

We have been using Expensify for a long time and syncing it with different systems, including Workday and Netsuite. Expensify allows us to customize our policies to include custom fields from Netsuite which is a good feature. The approval workflow is straightforward and user-friendly, and the best part is that it doesn't require any training. Approvers can easily review expense reports with receipts attached to expenses. We reviewed other competitors' software and found them either expensive or not up to par. However, Expensify is a true value for money.

Nachteile:

So far no complaints and it serves the purpose.

Attention

Nachteile:

I am writing to bring to your attention a profoundly concerning issue that I have encountered with your company's customer service procedures. It is imperative that everyone be made aware of how customers are treated within your organization. To provide context, I recently registered an account with your company and underwent a series of verification processes. During these verifications, I was requested to obtain a letter of verification from my bank. Upon communicating with my bank, I was informed that such a letter could not be provided. Instead, we agreed to proceed with a phone verification process. Subsequently, your support team instructed me to schedule a phone verification appointment. However, my appointment was canceled two hours prior to the scheduled time without explanation. I was then asked to undergo the verification process again, including re-uploading my identification documents. Despite completing these steps, I was still asked to provide verification using another form of identification, despite having already used my California Real ID. Feeling increasingly disappointed and frustrated after three days of continuous demands for documents and unreasonable requests, I expressed my frustration by using the F-word twice. Regrettably, a representative from your company responded by threatening to discontinue service and implied transferring my case to another support member. However, when I requested assistance from another support member, I was told, "I'm not going to assign you to anyone else in our team until you're able to avoid being aggressive with our team." I wish to emphasize that my use of inappropriate language was limited to two instances of the F-word. Furthermore, I was assured that your company does not have managers, and I was refused the opportunity to be assigned to another support team member. Subsequently, the support chat was abruptly terminated, and I have been unable to locate a valid telephone number for further communication. It is deeply concerning that, despite providing personal and banking information, as well as linking my bank account, I was subjected to punitive measures for the use of mild profanity. This treatment is entirely disproportionate and unacceptable. I am formally requesting a thorough investigation into this matter and appropriate action to rectify the situation. Additionally, I expect assurance that my account and personal information are handled with the utmost respect and security. I anticipate your prompt attention to this issue and a satisfactory resolution. Please contact me at your earliest convenience to discuss further.

Great mobile solution for all users

Vorteile:

Mobile app and receipt tracking capabilities

Nachteile:

Cost and reporting features. I wish there were more options to pull reports and show the detail of the receipts attached. Better linking with emailed receipts.

Expensify my chaos

Kommentare: Overall it is a great fit for small businesses that use it to scan and save expenses while giving a good reporting tool so you can review your spend. I would recommend it for owner managers or small teams that also have a gestor or just to streamline your administrative accounting or bookkeeping experience. Oh and it integrates with other programs too.

Vorteile:

Ease of use and ability to finally organise my receipts in time for the gestor. I didn’t have to presort them as they are saved and retrievable digitally by category or date or supplier. I liked that I could just email a bunch of receipts off at the same time to Expensify and they would upload all the receipts later ready for me to check and categorise and of course it remembers categories so you can save on time doing that too.

Nachteile:

If anything the time to upload a receipt manually could be improved. I wasn’t sure if I had done it correctly or not the first few times I tried and it sort of felt a bit clunky. This was from my iPhone XR though so not sure if it’s a better experience on android.

Very easy to use and provides an interesting experience

Kommentare: We choose paid software so that all our financial activities are encrypted and not just anyone can open them. Apart from this interesting expensify software, our company data is stored safely and can only be used by professionals in our company.

Vorteile:

During using this software, I learned more and more about how easy it is to manage company finances. Just by taking a photo, all data will be processed automatically. At first, I was very skeptical about buying it, but after I tried being recommended by my friend, I finally decided to buy it. Since then my thinking has changed 180 degrees.

Nachteile:

The form of reports varies from country to country. Likewise, reporting standards in Indonesia are not the same as those often used in the US. I see the results of the reports made by Expensify are less professional. But no problem, this can be done manually by our team. Besides, it's free.

Absolutely a joy to use

Kommentare: Expensify makes it easy for employees to submit timely reimbursements, whether from their phones or the browser. On the other side, Expensify also makes it very easy for the expense administrator to approve reports.

Vorteile:

The UI is so snappy and intuitive to use. Uploading receipts, finding what category to use, finding out if your expense is over budget--the UI tells you all exactly where you expect it.

Nachteile:

This isn't inherent to the product itself, but I found customer support difficult to deal with. When I ran into a bug where the reports I had previously submitted disappeared, I had to wait a few days before they got back to me via email and their first question was basically "are you sure you had submitted them before?"

Awesome software!

Kommentare: Overall, it has been very pleasant. The staff reply to email questions quickly and work hard when there are errors.

Vorteile:

As an approver of expenses, it is easy to reject wrongly submitted lines and tell the staff why. It is easy to approve and reimburse! They work hard to keep all major credit cards connected.

Nachteile:

While it would be nice, it is hard to connect to every possible credit card and bank. My personal bank credit card does not connect for auto import.

Expensify Review

Vorteile:

Super easy to use and user friendly, quick approval times.

Nachteile:

No complaints! I love using Expensify for expense tracking and reimbursement.

Robust Expense and Reimbursement software.

Kommentare: End users submitting monthly expenses to employer for reimbursement.

Vorteile:

Ease of importing receipts and expenses.

Nachteile:

Some difficulty with setup in terms of approvers and various workstreams.

Great Expense Report Software for Small Enterprise

Kommentare: I used this software extensively in a previous position, both as administrator and user. For a small organization, this is an excellent expense reporting software product which will easily allow you to go 100% paperless. All receipts are uploaded digitally and you can take photos of receipts on your phone and upload them onto the app (which is a great app). Once submitted, the routing is very nice and you can track the progress and make modifications if it is kicked back to you. The implementation was very smooth and we were able to incorporate everything we needed, including our chart of accounts, into this product. All of our employees loved it and it is especially useful for organizations who either have a lot of people traveling or who have employees in geographically dispersed locations. We had employees living in very remote parts of the world and they were able to capture all of their expenses and submit reports from anywhere as long as they had an internet connection. The product integrates very well with all of the major credit cards so no issue there. I don't think this product will integrate with your accounting package but I don't think you would expect that from a product of this nature or price range. Expensify is hosted on the cloud so no worries about installation and the implementation process went very smoothly for us. Their customer service wasn't spectacular but this product type and cost is such that someone in house should be able to manage everything and you wouldn't likely need to contact them for anything. The product is priced on a PUPM basis and the rate is very reasonable. I highly recommend this product to any company that doesn't already have an expense reporting feature as part of some larger ERM product. You will not be disappointed!!

Vorteile:

Ease of use and implementation, low monthly cost which can be scaled as you add or remove users, completely paperless system and ability to take photos on your phone and upload them to the app, and ease of routing and tracking.

Nachteile:

You will not get a lot of customer support and it doesn't integrate well into other applications. I don't think you would expect this of a product at this price though.

Convenient Expense Reimbursement Software

Kommentare: Overall great employee expense reimbursement system for small/midsize business. Easy to use and implement. Would definitely recommend!

Vorteile:

I love using Expensify to reimburse our employees. It is super easy for employees to create expense reports. Expensify also has approval workflows which allows employees to submit their expense reports to their managers for review first before submitting to finance for reimbursement. Expensify is also integrated with our accounting system which allows me to sync expense reports without having to manually enter expenses again. The payout process is also super simple and can be done directly through Expensify by connecting your company's bank account.

Nachteile:

I wish reporting was done easier in Expensify. Creating a report could be tricky (Expensify requires you to use formulas) but overall it is manageable if you learn a few tricks.

Great in theory, from a bookkeeping POV

Vorteile:

When working properly, it easily brings account codes, jobs and copies of receipts into accounting software. It links to various credit cards with the paid version for easy reconciliations. The biggest benefit for my application was having the individual card users coding and providing backup for their transactions with the ability to then very easily reconcile in the account software (I use Xero).

Nachteile:

The customer service is the worst I've ever encountered, of all companies I've ever worked with in my life. All questions are submitted via chat with a minimum of 2-4 hours between responses. This makes a conversation impossible. There is no help with initial setup or training, which would likely reduce all subsequent problems. Even for an accounting firm who wants to implement the software to a number of clients, there is no personal help. There are constant issues with the credit card links and the sync needs to be manually updated to reconnect. This is not apparent until the user realizes that transactions are missing. From a workflow perspective, these issues should be resolved automatically or a notification received. There are constant changes within the software without forewarning. This makes using this product a constant battle with regularity. It's also not as intuitive as it should be. My clients often tell me the same, that the software just simply doesn't work well. As a small addon to a much larger web of integrated softwares, the amount of issues I had with this software makes it not worth using for my firm. My frustrations with getting it set up properly for my clients was met with indifference by the staff. Ultimately, in a world with many other options, I was forced to go elsewhere.

A robust system for documenting and controlling expenses

Kommentare: Expensify enables us to document expenses and raise their records to the cloud with ease and smooth audits and approvals within specified dates.

Vorteile:

The great thing about Expensify is that we are able to monitor, document and control all expenses. Through Expensify, team members got rid of collecting paper receipts and then preparing lists and submitting them to the accounting department for auditing and approval. With Expensify, things have become clearer, as each team member independently will be able to scan his invoices to be raised on his own cloud and enter data from them to his expense page, and then the accounting department will be able to audit and notify him of approval or request other inquiries, and by These quick and accurate procedures ensure that no receipts are lost and that you get the money straight away.

Nachteile:

Not a lot of unwanted things, and it does not require a lot of effort on the part of the users to be able to track their expenditures properly.

Ease of use for end users, but not much functionality, features, or reporting for admins

Kommentare: It allowed our company to switch from manual expense reporting to automated expense reporting. We are now switching to a better expense reporting tool.

Vorteile:

Anyone that has a basic understanding of technology can just load the app and use it to submit reports.

Nachteile:

While Expensify is super user friendly for end-users, the admin side of things is severally lacking. There are very few functions and configurations that can be made on the admin side. Also, the direct integration with QuickBooks Online is great and easy to use, but adding accounts in QuickBooks Online sometimes automatically adds accounts to certain expense policies in Expensify, but not all policies. It seems completely random which policies accounts are automatically added to and which ones aren't. Also, the reports you can pull from Expensify for admins is very limited, almost non-existent. I have reviewed lots of other expense reporting tools that provide a lot more for admins. The only customer support I have been able to find is through their website chat. I've waited multiple days for a response to issues I've had. Expensify also changed their pricing this year and they simply aren't competitive with other companies unless you lock into a contract of 1 year or more. Every other company I talked has month-to-month contracts with cheaper pricing than Expensify.

Customer Service is Attrocious

Kommentare: Terrible

Vorteile:

I like the smart scan. I like that they had a trial and thats about it.

Nachteile:

Barely any customer service. Stay away if don't have time or patience to implement with no help. Small companies need something like this with support.

Expensify is good for business, but bad for personal use

Kommentare: My overall experience with Expensify was mind-numbing, but I think that was due to the nature of my job. The actual site and program was not bad, but again, it's tedious for anything other than business purposes.

Vorteile:

What I liked most about this software, Expensify, is that it allowed for bulk imports and would often suggest categories for certain items once you upload enough receipts and it could find a pattern. In my position as General Manager, I had access to a company card and Expensify is how we kept track of everything before exporting it to our company's accountant.

Nachteile:

What I liked least about this software, Expensify, is that it often flagged certain receipts for being duplicates or for being incorrect despite that not being the case. Unfortunately, this prevented you from saving the files correctly until the "disputes" were corrected. For a business, this can make sense or be rectified as the totals are all that really matter, but for personal use, keeping track of tiny margins and trends becomes a lot more important and needs to be protected.

Simple and Easy to Use Expense Tracking & Reimbursement Software

Kommentare: Overall, I'm satisfied. Expensify greatly reduced the time required to process and review staff expenses, both those charged on their own credit cards and corporate credit cards.

Vorteile:

Easy to set-up and use. Requires minimal user (employee) training. Integrates well with our accounting platform, Xero. Love the corporate card integration function, which allows administrators to track pending translocation and overall management of the credit card account. Cost is fair.

Nachteile:

Can improve on reporting/analytical capabilities of transactions processed via Expensify. Customer service is almost non-existent, have to rely primarily on community forums to troubleshoot.

Good Tool. Gone Woke

Kommentare: Loved this product until it went woke. I wish they would just process receipts rather than push agendas.

Vorteile:

We loved this tool. It worked so well for our nonprofit. It integrated well with credit cards and payments.

Nachteile:

Two things completely turned me off of Expensify. THey started integrating DEI into their marketing. I remember coming to the site and they had splashed all over the screen BLM material. I dont need their progressive ideals of BLM or pride shoved at me. Just process receipts. The second thing that turned me off was that I was no longer able to connect with my primary banks.

I WOULD NOT FUNCTION WITH OUT THIS APP!!!

Kommentare: My life is easier, I don't have to hang on to receipts that lose their ink. And it automates everything. I love it!

Vorteile:

My favorite function of this app is that I simply take a photo of my receipt and it inputs EVERYTHING. It inputs the name of the place the receipt is from, the amount of money, and the date on the receipt. It's so simple! It even transfers my receipts from British pounds to US dollars automatically for me when I'm traveling. Or Canadian, or any other country I'm in. It does the conversion for me. Everything is automated. My life is so much easier, and I don't have to carry any receipts around with me. The other favorite thing is that once I'm ready to send a report in, it can be for the month, or a specific trip, or what ever, it emails the entire report broken down into categories for me in a PDF file with the receipt photos attached in the PDF. BOOM!

I've used Expensify as an administrator and user and have benefitted greatly in both aspects!

Vorteile:

I find that as a user, the interface is very user friendly and easy to use. I can simply upload receipts and add comments to my expenses. I find it is also easy as an administrator to reject expenses and add comments as to why they were rejected. So easy to use!

Nachteile:

The only thing that is hard is that a report won't allow me to add an expense to it in the app. The expense needs to be added first before it can be added to the report, which is hard. Also, it would be nice to make expenses for distance in the app. Perhaps I am able but just don't know how. If so, it could be helpful to make this feature easier to use.

Decent expense tracking and receipting solution

Kommentare: Overall, it's been a good experience, coming from a largely monotonous and paper pushing way of uploading and creating receipts. However, we do expect further customization and improvement of the platform given the investment made into it

Vorteile:

Expensify has an easy to use interface, which is helpful for non-tech savvy people like myself. It has cross platform support including a mobile application. It also allows to quickly generate receipts, greatly simplifying the process which would otherwise have taken us days

Nachteile:

The user experience could've been better. Although cost is not something I have to worry about immediately, it could be a bottleneck for some users as it limits the usage per cost tier. Data privacy and loss are also a consideration, given we're dealing with critical financial data

Expensify for growing organizations

Vorteile:

Simple UI, user friendly, great level of expense codes, QuickBooks integrations. Direct reimbursement for USA, and integrations based payment for foreign countries

Nachteile:

Some features come at a different paid tier, which makes it hard to use for smaller/growing organizations

It's alright

Kommentare: It is difficult to navigate the site since there are so many ways to do the same thing. It has great features but you don't always know they are there.

Vorteile:

I think the "default rate" for gas reimbursement is one of the best features they offer... that we utilize. It is great to have a rate set to the market of the person in the field because we have employees across the country, gas prices vary, and we want to fairly reimburse people. It is much easier than having to set a rate ourselves, monitor it, and change it as the market does.

Nachteile:

It's not the most user friendly site to navigate. It is difficult to figure out how to submit an expense without some playing around. Since there are several ways to submit an expense, it is hard to tell if you are done and set to be reimbursed.

Deceptive pricing model & terrible customer service

Kommentare: It was fine until I tried downgrading my account and then it became a nightmare.

Vorteile:

System was somewhat easy to use. The receipt scanning feature was also pretty cool.

Nachteile:

I have been a paying customer of Expensify since 2019, but I stopped using it in December 2021 to move to a solution that worked better for my company. I kept one seat open for over 18 months because I thought I needed to do that to maintain the data. Once I found out it was possible to go to a free account without losing my data, I went to go and process the downgrade. I was shocked to find that they charge an additional monthly fee no matter what time of the month you downgrade the account! In my case, I downgraded the day after I was billed. No proration, and later found out that there was no refund - despite their "Concierge" giving me instructions on how to process a refund - only to find out I wasn't actually eligible... but they still wouldn't make it right. Their "Concierge" has no accountability - you can't get in touch with leadership. They just don't care anymore.