Panduan Singkat
Panduan ini mencakup semua fitur Expensify:
- Memulai — Membuat akun dan pengaturan dasar
- Cara Menggunakan Proses Manajemen Pengeluaran — Track spending end to end without manual data entry
- Cara Menggunakan Laporan Pengeluaran — Group expenses into tidy reports in under a minute
- Cara Menggunakan Penawaran Perjalanan — Book flights and hotels that sync back automatically
- Cara Menggunakan Kartu Expensify — Get up to 2% cash back and automatic receipt matching
- Cara Menggunakan Easy Chats — Ask and answer expense questions without leaving the app
- Cara Menggunakan Pemindaian Struk — SmartScan pulls vendor, date, and amount from any photo
- Cara Menggunakan Pembayaran Tagihan dan Pembuatan Faktur — Handle money going out and coming in from one place
- Cara Menggunakan Pengembalian Dana Global — Pay back staff abroad in their own currency
- Cara Menggunakan Integrasi dengan Perangkat Lunak Lain — Connect QuickBooks, Xero, or NetSuite for real-time reconciliation
Waktu yang dibutuhkan: 5 menit per film
Juga terdapat dalam panduan ini: Tips Profesional | Kesalahan Umum | Penyelesaian Masalah | Harga | Alternatif
Mengapa Anda Harus Mempercayai Panduan Ini?
I have run my own expenses through Expensify for two years. Every step here comes from real use, not a press kit.
Expensify is one of the best known expense management tools for businesses of any size.
Most users only ever scan receipts and stop there.
This Expensify step-by-step guide shows you how to use every part of the platform.
Short steps, real screenshots, and the shortcuts I actually use.
Itu YouTube clips below come from my own account, not a vendor demo.
Tutorial Expensify
This How to Use Expensify tutorial walks through the whole platform, from your first login to akuntansi sinkronisasi.
Expensify
Stop chasing paper receipts every month end. Expensify scans, codes, and submits expenses for you, then pays people back automatically. Paid plans start at $5 per member, per month.
Memulai Menggunakan Expensify
Expensify requires users to sign up before anything else works.
The whole setup takes about three minutes.
Here is my honest walkthrough of the first session:
Sekarang mari kita uraikan setiap langkahnya.
Langkah 1: Buat Akun Anda
Visit the Expensify website and click Sign Up.
Enter your email or phone number and set a password.
Choose whether this is an individual or bisnis akun.
✓ Pos pemeriksaan: Periksa milikmu kotak-masuk for the confirmation link.
Step 2: Access the App or Web Dashboard
Expensify works in any browser, and the mobile app covers iOS dan Android.
Log in on whichever device you carry to meetings.
Beginilah penampakannya:
✓ Pos pemeriksaan: You should see recent transactions and pending reports.
Langkah 3: Buat Ruang Kerja Pertama Anda
Open Workspaces and click New Workspace.
Add your expense categories and set basic company policies here.
Invite employees so they can join and submit their own claims.
From here you can manage expenses for one person or a whole department.
✅ Selesai: Anda siap menggunakan fitur apa pun di bawah ini.
Cara Menggunakan Proses Manajemen Pengeluaran Expensify
Proses Manajemen Pengeluaran lets you run your whole expense management process in one place instead of five spreadsheets.
Berikut cara menggunakannya langkah demi langkah.
Langkah 1: Buka Ruang Kerja Anda
Click Workspaces in the left menu.
Pick the workspace that holds your team’s expenses.
Step 2: Set Your Expense Categories
Open Categories and match them to your chart of accounts.
Beginilah penampakannya:
✓ Pos pemeriksaan: Your categories appear as options on every new expense.
Step 3: Turn On Scheduled Submit
Scheduled Submit compiles and sends reports to your manager automatically.
✅ Hasil: Every expense now lands in the right bucket the moment it is created.
💡 Pro Tip: Set the same categories across departments lebih awal. Consistent coding is what makes later reports accurate.
Clean coding cuts review time, reducing the back-and-forth with finance every month.
Cara Menggunakan Laporan Pengeluaran Expensify
Laporan Pengeluaran lets you bundle loose expenses into clean expense reports your finance team will actually approve.
Berikut cara menggunakannya langkah demi langkah.
Langkah 1: Buat Laporan Baru
Click Reports, then New Report.
Give it a name your manager will recognise later.
Step 2: Add Your Expenses
Select the expenses you want and add them to the report.
Beginilah penampakannya:
✓ Pos pemeriksaan: Expensify flags policy violations and duplicate entries before you submit.
Langkah 3: Kirim untuk Ditinjau
Hit Submit and the report moves to your approver.
✅ Hasil: You have a submitted report with a clear audit trail attached.
💡 Pro Tip: Fix flagged items before submitting. Reports with zero violations get approved far faster.
The system checks each line against company policies, ensuring compliance before anyone approves expenses.
Cara Menggunakan Penawaran Perjalanan Expensify
Penawaran Perjalanan lets you book bepergian and sync every booking straight into your expense reports.
Berikut cara menggunakannya langkah demi langkah.
Langkah 1: Buka Tab Perjalanan
Select Travel from the main navigation.
Step 2: Search and Compare Offers
Enter your dates and compare the trip offers shown.
Beginilah penampakannya:
✓ Pos pemeriksaan: Your flight or hotel shows up as a pending expense.
Step 3: Confirm the Booking
Book directly and the itinerary syncs to your account.
✅ Hasil: Travel spending is captured before you even leave the office.
💡 Pro Tip: Book through the travel tab rather than an outside site. It saves you re-entering the receipt later.
Cara Menggunakan Kartu Expensify
Kartu Expensify lets you earn cash back while receipts attach themselves to each swipe.
Berikut cara menggunakannya langkah demi langkah.
Step 1: Apply From the Cards Menu
Open Cards and request the Expensify Card.
Approval runs on your business bank balance.
Step 2: Assign Cards to Employees
Issue a card and set a monthly limit per person.
Beginilah penampakannya:
✓ Pos pemeriksaan: Card transactions show in the dashboard within seconds.
Step 3: Review Live Transactions
Each swipe appears segera with a receipt request attached.
✅ Hasil: You earn up to 2% cash back on all USD spend.
💡 Pro Tip: The cash back can cut your monthly bill by up to 50%. It effectively pays for the subscription.
Cara Menggunakan Obrolan Mudah Expensify
Obrolan Mudah lets you settle expense questions in a chat thread instead of a long email chain.
Berikut cara menggunakannya langkah demi langkah.
Dorik — Pembuatan situs web berbasis AI, CMS white-label, dan harga terjangkau.
Click the chat icon beside any report.
Step 2: Mention the Right Person
Type @ and select your manager or approver.
Beginilah penampakannya:
✓ Pos pemeriksaan: The thread sits permanently on that report for future reference.
Step 3: Attach Context
Drop the receipt or invoices into the thread as proof.
✅ Hasil: Questions get resolved without anyone digging through past emails.
💡 Pro Tip: Ask about a rejection inside the report chat. The reviewer sees the expense and your pertanyaan bersama.
The same chat functionality works in the mobile app, so answers reach you between meetings.
How to Use Expensify Receipt Scanner
Pemindaian Struk lets you turn a photo of a crumpled receipt into a coded expense in seconds.
Berikut cara menggunakannya langkah demi langkah.
Step 1: Snap the Receipt
Open the mobile app and tap the green camera button.
SmartScan technology extracts the vendor, date, and amount for you.
Step 2: Forward Digital Receipts
Email PDF receipts to receipts@expensify.com from your registered address.
Beginilah penampakannya:
✓ Pos pemeriksaan: The receipt appears as a coded expense with the image attached.
Step 3: Confirm the Details
Check the scanned fields and adjust the category if needed.
✅ Hasil: You can say goodbye to typing amounts off paper slips.
💡 Pro Tip: Scan at the table, not at month end. Receipts scanned late are the main source of errors.
Cara Menggunakan Pembayaran Tagihan dan Pembuatan Faktur Expensify
Pembayaran Tagihan dan Pembuatan Faktur lets you pay vendor bills and send client invoices from the same system.
Berikut cara menggunakannya langkah demi langkah.
Step 1: Forward the Vendor Bill
Send the bill to your workspace email address.
Step 2: Route It for Approval
The bill follows the same approval workflows as expenses.
Beginilah penampakannya:
✓ Pos pemeriksaan: The invoice status updates from sent to paid on its own.
Langkah 3: Membuat dan Mengirim Faktur
Open Invoices, add line items, and send it directly to your client.
✅ Hasil: Payables and receivables sit next to your expense data.
💡 Pro Tip: Set a default payment term on invoices. Chasing late clients gets much easier with a fixed due date.
Cara Menggunakan Pengembalian Dana Global Expensify
Pengembalian Dana Global lets you reimburse employees in other countries without wiring money manually.
Berikut cara menggunakannya langkah demi langkah.
Step 1: Verify Your Bank Account
Connect and verify the business account you will pay from.
Step 2: Enable Global Reimbursement
Switch it on in workspace settings and pick the countries you need.
Beginilah penampakannya:
✓ Pos pemeriksaan: The report status changes to Reimbursed with a payment date.
Step 3: Approve and Pay
Approve expenses and click Reimburse to release funds.
✅ Hasil: Overseas employees get paid on the same schedule as local staff.
💡 Pro Tip: Ask remote staff to confirm bank details once a year. Stale details cause most failed payments.
Expensify absorbs the currency complexities, so your team never handles a manual wire form.
Cara Menggunakan Integrasi Expensify dengan Perangkat Lunak Lain
Integrasi dengan Perangkat Lunak Lain lets you sync approved spending into your accounting software without exporting a single file.
Berikut cara menggunakannya langkah demi langkah.
Step 1: Open the Connections Tab
Go to workspace settings and select Accounting.
Step 2: Authorise Your Accounting Tool
Choose QuickBooks, Xero, or NetSuite and log in to authorise access.
Beginilah penampakannya:
✓ Pos pemeriksaan: A test expense appears in your accounting software within minutes.
Langkah 3: Petakan Ladang Anda
Match Expensify categories to your existing accounts and classes.
✅ Hasil: Your books stay up to date without any manual export.
💡 Pro Tip: Map categories before importing history. Remapping after a large sync is slow and painful.
One connection is enough to streamline how financial data moves between the two systems.
Tips dan Pintasan Expensify Pro
After two years on the platform, these are the tips I give every new user.
They let you focus on the work instead of the paperwork.
Pintasan Keyboard
| Tindakan | Jalan pintas |
|---|---|
| Buka pencarian | Ctrl + K |
| Buat pengeluaran baru | Ctrl + Shift + N |
| Jump to chat | Ctrl + J |
| Submit current report | Ctrl + Enter |
Fitur Tersembunyi yang Sering Diabaikan Orang
- GPS mileage tracking: Track mileage from your phone and it calculates reimbursement at current IRS rates.
- Smart Policy Enforcement: Flags spending violations and missing documentation before a report ever reaches your manager.
- Budget alerts: Set budgets per category and get real-time warnings when a department overspends.
- Tailored reports: Filter the dashboard by project, date, or person to identify trends in your financial operations.
The benefits view below is worth checking during setup:
Kesalahan Umum yang Harus Dihindari dalam Expensify
Mistake #1: Saving Receipts for Month End
❌ Salah: Stuffing receipts in a drawer and scanning them all in one painful evening.
✅ Kanan: Snap each receipt at the table. SmartScan technology handles the rest in seconds.
Mistake #2: Inventing Categories on the Fly
❌ Salah: Letting every employee type their own category names into the system.
✅ Kanan: Establish a fixed category list that matches your accounting software exactly.
Mistake #3: Skipping the Approval Setup
❌ Salah: Approving everything yourself and creating a bottleneck across departments.
✅ Kanan: Build approval workflows with rules that route expenses to the right manager.
Penyelesaian Masalah Expensify
Problem: SmartScan Returns the Wrong Amount
Menyebabkan: Faded thermal paper or a folded receipt confuses the scan.
Memperbaiki: Flatten the receipt, use good light, and edit the amount manually if accuracy still slips.
Problem: Expenses Are Not Syncing to Accounting Software
Menyebabkan: A category exists in Expensify that has no matching account in QuickBooks atau Xero.
Memperbaiki: Open the connections tab and remap the unmatched categories, then re-run the sync.
Problem: Reimbursement Is Stuck as Pending
Menyebabkan: The business bank account has not finished verification.
Memperbaiki: Confirm the micro-deposits in your bank, then release the payment again.
📌 Catatan: If none of these fix your issue, contact Expensify support.
Apa itu Expensify?
Expensify is an expense management platform that automates how businesses track and reimburse spending.
Think of it like a finance asisten that reads every receipt for you.
Saksikan ringkasan singkat ini:
Fitur-fitur utamanya meliputi:
- Proses Manajemen Pengeluaran: Handles capture, coding, and approval in one connected workflow.
- Laporan Pengeluaran: Compiles multiple expenses into one submission with violation flags built in.
- Penawaran Perjalanan: Books travel inside the platform and pulls itineraries into expenses.
- Kartu Expensify: A Visa Commercial Card with cash back and real-time coding.
- Obrolan Mudah: Built-in chat attached to every report, expense, and workspace.
- Pemindaian Struk: SmartScan technology reads receipts and codes them automatically.
- Pembayaran Tagihan dan Pembuatan Faktur: Vendor bill payment plus client invoicing with tracked status.
- Pengembalian Dana Global: Direct reimbursement to international bank accounts.
- Integrasi dengan Perangkat Lunak Lain: Two-way sync with QuickBooks, Xero, NetSuitedan masih banyak lagi.
Keamanan matters here too. Expensify keeps enterprise-grade protection and supports two-factor authentication on every account.
Untuk ulasan lengkap, lihat ulasan kami. Ulasan Expensify.
Harga Expensify
Berikut biaya Expensify pada tahun 2026:
Paid plans are simple, starting at $5 per member, per month.
| Rencana | Harga | Terbaik untuk |
|---|---|---|
| Mengumpulkan | $5/anggota/bulan | Small teams that need scanning, reports, and reimbursement |
| Kontrol | Mulai dari $9/anggota/bulan | Larger businesses needing multi-level approval and NetSuite sync |
Uji coba gratis: Yes. You can test the paid features before paying anything.
Garansi uang kembali: No formal guarantee, but plans are billed monthly and cancellable.
💰 Nilai Terbaik: Collect at $5/member/month — it covers the daily process for most small businesses.
Pair it with the Expensify Card and cash back can cut your bill by up to 50%.
Expensify vs Alternatifnya
Bagaimana perbandingan Expensify? Berikut gambaran persaingannya:
| Alat | Terbaik untuk | Harga | ProtoPie |
|---|---|---|---|
| Expensify | Pengeluaran otomasi | 8. Pengembang Ajaib | 4. AI Humanizer |
| Teka-teki IO | Akuntansi perusahaan rintisan | $0/bulan | 3.5 Soneta secara luas dianggap unggul untuk penulisan kreatif dan penalaran kompleks. Untuk riset web waktu nyata dengan sumber yang dikutip, |
| Dext | Pengambilan tanda terima | $25,21/bulan | 4. API yang andal |
| Xero | Usaha kecil books | $5,80/bulan | 3.5 Sonnet saat ini memegang mahkota untuk penulisan kreatif dan penalaran yang bernuansa. Terasa lebih 'manusiawi' dan kurang robotik dibandingkan GPT-40. Untuk data mentah dan penelitian, |
| Synder | Sinkronisasi e-commerce | $52/bulan | 4. AI Humanizer |
| Akhir Bulan yang Mudah | Close checklists | $45/bulan | ⭐ 3,8 |
| Docyt | AI pembukuan | $299/bulan | 4,17 per bulan |
| Sage | Established firms | Gratis/bulan | 4. AI Paraphraser |
RoseHosting vs MochaHost
- Tidak ada 'jejak dokumen': Expensify — fastest path from receipt to reimbursement.
- Anggaran terbaik: Melambai — free invoicing and books for solo operators.
- Buka aplikasi VPN Anda (seperti NordVPN), cari 'India' di daftar negara, dan klik sambungkan. Anda akan langsung mendapatkan alamat IP India. QuickBooks — familiar interface and endless tutorials.
- Terbaik untuk perusahaan: NetSuite — full ERP depth across finance and projects.
🎯 Alternatif Expensify
Mencari alternatif Expensify? Berikut adalah pilihan terbaiknya:
- 🚀 Teka-teki IO: Automated accounting built for venture-backed startups that want real-time books.
- 💰 Dext: Strong document capture for bookkeepers handling many client files at once.
- 🎨 Xero: Full double-entry accounting with bank feeds and a large app marketplace.
- ⚡ Synder: Syncs Stripe, Shopify, and PayPal sales into your accounting software.
- 🔒 Akhir Bulan yang Mudah: Keeps your month-end close organised with structured task tracking.
- 🧠 Docyt: AI pembukuan aimed at multi-location businesses with heavy transaction volume.
- 👶 Sage: Long-standing accounting suite with a free individual tier to start on.
- 🏢 Buku Zoho: Solid accounting that fits neatly beside the rest of the Zoho suite.
- 🔧 Melambai: Free invoicing and accounting for pekerja lepas watching every dollar.
- 🌟 Hubdoc: Pulls statements and bills from suppliers automatically each month.
- ⭐ QuickBooks: The default accounting choice for a huge share of US small businesses.
- 🎯 Entri Otomatis: Cheap, accurate extraction of invoices and receipts for akuntan.
- 💼 FreshBooks: Penagihan dan pelacakan waktu aimed squarely at service businesses.
- 📊 NetSuite: Full enterprise ERP covering finance, inventory, and reporting at scale.
Untuk daftar lengkapnya, lihat halaman kami. Alternatif untuk meningkatkan biaya memandu.
⚔️ Perbandingan Expensify
Berikut perbandingan Expensify dengan setiap pesaingnya:
- Expensify vs Puzzle IO: Puzzle IO handles the ledger itself. Expensify wins on receipts, cards, and reimbursement.
- Expensify vs Dext: Dext is a capture tool. Expensify adds cards, approval workflows, and payments on top.
- Expensify vs Xero: Xero keeps the books. Expensify feeds it clean expense data, so most teams run both.
- Expensify vs Synder: Synder is built for sales data. Expensify is built for employee spending.
- Expensify vs Easy Month End: Easy Month End manages the close. Expensify manages the expenses feeding into it.
- Expensify vs Docyt: Docyt costs far more per month. Expensify is cheaper for pure expense management.
- Expensify vs Sage: Sage runs your accounts. Expensify handles the receipts and mileage Sage never sees.
- Expensify vs Zoho Books: Zoho Books bundles more modules. Expensify beats it on mobile receipt scanning.
- Expensify vs Wave: Wave is free but basic. Expensify adds cards, policies, and approval routing.
- Expensify vs Hubdoc: Hubdoc only collects documents. Expensify also reimburses and enforces company policies.
- Expensify vs QuickBooks: QuickBooks is accounting software. Expensify is an expense management platform that syncs into it.
- Expensify vs AutoEntry: AutoEntry extracts data only. Expensify covers the full submit-and-reimburse process.
- Expensify vs FreshBooks: FreshBooks is better at billing clients. Expensify is better at controlling staff spending.
- Expensify vs NetSuite: NetSuite is a whole ERP. Expensify plugs into it as the expense layer.
Mulai Gunakan Expensify Sekarang
Anda telah mempelajari cara menggunakan setiap fitur utama Expensify:
- ✅ Proses Manajemen Pengeluaran
- ✅ Laporan Pengeluaran
- ✅ Penawaran Perjalanan
- ✅ Kartu Expensify
- ✅ Obrolan Mudah
- ✅ Pemindaian Struk
- ✅ Pembayaran Tagihan dan Pembuatan Faktur
- ✅ Pengembalian Dana Global
- ✅ Integrasi dengan Perangkat Lunak Lain
Langkah selanjutnya: Pilih satu fitur dan coba sekarang juga.
Kebanyakan orang memulai dengan memindai struk belanja.
It takes less than five minutes and removes the worst part of the job.
Pertanyaan Yang Sering Muncul
Bagaimana cara saya mengirimkan pengeluaran menggunakan Expensify?
Add your expenses to a report, then click Submit. The report routes to your approver automatically. Scheduled Submit can do this for you every week.
Apakah Expensify mudah dipelajari?
Yes. Most users scan their first receipt within minutes. Approval workflows and integrations take a little longer, but the core process is simple.
Apa cara termudah untuk melacak struk belanja?
Snap each receipt with the mobile app straight after paying. SmartScan technology reads the details, so nothing depends on you remembering later.
Bagaimana cara memulai menggunakan Expensify?
Visit the site and click Sign Up. Enter your email or phone number, choose individual or business, then create your first workspace.
Bagaimana cara menggunakan Expensify?
Scan receipts, group them into expense reports, and submit for approval. Connect your accounting software so approved spending syncs automatically.
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