Cloud-Based Software | Expensify
Time and Expense Solution
Managing business and travel expenses can be a hassle for administrators and staff, but with Expensify, you’ll streamline your employee expense reporting process. With features like flexible approvals, customization to your corporate travel expense policy, and ERP integration, you’ll save time and money when managing expenses and speed up expense reimbursement for employees.
Track on Every Device
Track on Every Device
In addition to the convenient features offered by Expensify, our expense tracking apps for iPhone, Android, Windows Phone, and tablets make it easy to submit and approve expenses from the office, home, and anywhere in between!
Out-of-Pocket Expenses Workflow
Capturing & Coding Reimbursable Expenses
The Client’s Employee will use the Expensify mobile application to capture their expenses. Within the Expensify Application the Employee will create an expense report for the appropriate time period and will create their reimbursable expenses by choosing the applicable fields such as: vendor, date, amount, category, and dimensions. The Employee will then take a picture of the receipt and then save.
Submitting Reimbursable Expenses for Manager Approval
After the Employee has created all of their reimbursable expense items for the particular time period, they click submit on their Expensify mobile application. An expense summary report along with the attached receipts is then sent to the manager for approval. The manager has the option to approve the entire expense report, or individual expenses.
Expensify automatically sync’s approved reimbursable expenses to Bill.com as a vendor Bill. The vendor bills are immediately available for research within Bill.com, and available for research within Sage Intacct every 24 hours after Bill.com & Sage Intacct system generated sync.
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Providing cloud-based accounting software to a variety of clients, including businesses and non-profit organizations.
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Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.
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