Expensify - Detailed Review

Frequently Asked Questions about Expensify Travel Tools

Q: How do I set up an Expensify account for managing travel expenses?

To set up an Expensify account, you need to create a profile either through the Expensify website or by downloading the mobile app. After signing up, customize your profile by adding necessary information such as your company name and billing details if applicable. This initial setup will help you track your travel expenses efficiently.

Q: How does Expensify’s receipt capture feature work?

Expensify’s receipt capture feature uses SmartScan technology, which allows you to take a photo of your receipts using the mobile app. The technology automatically extracts relevant information like date, amount, and merchant details from each receipt, saving you time and ensuring no expense goes untracked.

Q: Can I log travel expenses manually in Expensify?

Yes, you can log travel expenses manually within the app. Navigate to ‘Add Expense’ in the app or web interface, where you can input details such as category (e.g., meals or lodging), amount spent, date of expenditure, and any other necessary notes. This helps maintain comprehensive records that align with company policies regarding reimbursements.

Q: How do I generate expense reports in Expensify?

To generate an expense report, compile your logged expenses by selecting specific dates or trips you want included in the report summary. Once all necessary data is compiled into one document, which includes total costs, you can submit it directly through the platform for approval by your managers or finance departments.

Q: What travel booking features does Expensify offer?

Expensify Travel allows you to search and book flights, hotels, cars, and trains globally at competitive rates. You can book travel for yourself or others, get real-time support, and manage all your travel and expense (T&E) expenses within Expensify. There is a flat fee of $15 per trip booked, which can include multiple bookings such as flights, hotels, and car rentals.

Q: How does Expensify Travel help with duty of care and employee safety?

Expensify Travel provides duty of care analytics, which includes a real-time employee location map. This feature helps Workspace Admins see global employee locations, ensuring they can safeguard the health, safety, and well-being of their employees during business trips.

Q: Can Expensify track and report on environmental, social, and governance (ESG) metrics?

Yes, Expensify Travel provides various ESG metrics, including carbon footprint analysis, sustainability scores, and ethical travel spending. You can view these metrics by selecting the ‘Company Reports’ and then ‘Air Manifest’ in the analytics tab.

Q: How does Expensify handle mileage tracking for business trips?

Expensify allows you to record mileage while traveling, either by using your car or renting a vehicle. The app stays up-to-date with the IRS mileage rate, so you don’t have to manually track or update this information.

Q: Can I set spending limits for employees using the Expensify Card?

Yes, with the Expensify Card, you can set Smart Limits, which allow you to cap expenses beforehand. This ensures that cardholders can spend up to the set amount before needing further approval.

Q: How do I access travel analytics in Expensify?

To view travel analytics, click the ‘ ’ icon in the bottom left menu and select ‘Book travel.’ Then, click the ‘Analytics’ tab at the top of the screen. Here, you can see various reports, including duty of care, spend, and ESG metrics.

Q: What is the cost associated with booking travel through Expensify?

There is a flat fee of $15 per trip booked through Expensify Travel. This fee applies regardless of whether the trip includes multiple bookings such as flights, hotels, and car rentals.