Expensify

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.

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.

A great solution to keep all my expense reports in one place, with a great option to attach PDFs of receipts and/or images of receipts. Expensify can pull data directly from my credit card statements and that feature alone saves a lot of time of manual entering numbers and vendors.

It can get a little too much to configure in the beginning and navigating down to expense categories is not the easiest to do - it takes time to find things around that I could customize but once these are all in place, using Expensify is fairly easy. Expensify creates automatic names for your reports - make sure you change them to something that makes sense to you and your accountants or everyone will wonder what Expense Report 234902u5435242ewd is for.

It's very easy to upload receipts, reports etc and to combine various expenses into one report. It's super easy to send it off to my manager and for him to approve it. There's a very clear record of my expenses and a clear description of where they are in the reimbursement process. It works well!

I got a bit confused initially about how to add my bank details, it seemed very US-focused, by which I mean there seemed only to be a way of adding an American bank details. I was actually just confusing myself, because I hadn't appreciated that by submitting it, my company would actually just use my bank details that they already have to reimburse me. This could be clearer in the app, but maybe it's just a specific thing for my company? Also, it would be nice to be notified that I have been reimbursed when the actual money has been sent. The status said 'reimbursement received' before the money actually came back to my account, which made me worried that it had been sent to the wrong person, when in fact the payment hadn't actually been sent yet! Making that clearer would be great. It also felt a bit clunky creating a report - it might be better to make it obvious that you should do this before adding an expense as adding it afterwards was slightly confusing.