Snelstart
Deze handleiding behandelt alle functies van Expensify:
- Aan de slag — Account aanmaken en basisinstellingen
- Hoe het onkostenbeheerproces te gebruiken — Track spending end to end without manual data entry
- Hoe gebruik je onkostennota's? — Group expenses into tidy reports in under a minute
- Hoe gebruik je reisaanbiedingen? — Book flights and hotels that sync back automatically
- Hoe gebruik je de Expensify-kaart? — Get up to 2% cash back and automatic receipt matching
- Hoe Easy Chats te gebruiken — Ask and answer expense questions without leaving the app
- Hoe gebruik je een bonnenscanner? — SmartScan pulls vendor, date, and amount from any photo
- Hoe u factuurbetalingen en facturering kunt gebruiken — Handle money going out and coming in from one place
- Hoe u Global Reimbursements kunt gebruiken — Pay back staff abroad in their own currency
- Hoe integratie met andere software te gebruiken — Connect QuickBooks, Xero, or NetSuite for real-time reconciliation
Benodigde tijd: 5 minuten per film
Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven
Waarom zou je deze gids vertrouwen?
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.
De YouTube clips below come from my own account, not a vendor demo.
Expensify-handleiding
This How to Use Expensify tutorial walks through the whole platform, from your first login to boekhouding synchroniseren.
Onkosten maken
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.
Aan de slag met 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:
Laten we nu elke stap eens nader bekijken.
Stap 1: Maak uw account aan
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 bedrijf rekening.
✓ Controlepunt: Controleer uw inbox for the confirmation link.
Step 2: Access the App or Web Dashboard
Expensify works in any browser, and the mobile app covers iOS en Android.
Log in on whichever device you carry to meetings.
Zo ziet het eruit:
✓ Controlepunt: You should see recent transactions and pending reports.
Stap 3: Creëer je eerste werkruimte
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.
✅ Klaar: Je bent klaar om een van de onderstaande functies te gebruiken.
Hoe gebruik je het onkostenbeheerproces van Expensify?
Proces voor kostenbeheer lets you run your whole expense management process in one place instead of five spreadsheets.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open uw werkruimte
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Every expense now lands in the right bucket the moment it is created.
💡 Pro-tip: Set the same categories across departments vroeg. Consistent coding is what makes later reports accurate.
Clean coding cuts review time, reducing the back-and-forth with finance every month.
Hoe gebruik je onkostenrapporten in Expensify?
Onkostennota's lets you bundle loose expenses into clean expense reports your finance team will actually approve.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Een nieuw rapport maken
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.
Zo ziet het eruit:
✓ Controlepunt: Expensify flags policy violations and duplicate entries before you submit.
Stap 3: Indienen ter beoordeling
Hit Submit and the report moves to your approver.
✅ Resultaat: 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.
Hoe gebruik je de reisaanbiedingen van Expensify?
Reisaanbiedingen lets you book reis and sync every booking straight into your expense reports.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open het tabblad Reizen
Select Travel from the main navigation.
Step 2: Search and Compare Offers
Enter your dates and compare the trip offers shown.
Zo ziet het eruit:
✓ Controlepunt: Your flight or hotel shows up as a pending expense.
Step 3: Confirm the Booking
Book directly and the itinerary syncs to your account.
✅ Resultaat: 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.
Hoe gebruik je de Expensify-kaart?
Expensify-kaart lets you earn cash back while receipts attach themselves to each swipe.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: Card transactions show in the dashboard within seconds.
Step 3: Review Live Transactions
Each swipe appears direct with a receipt request attached.
✅ Resultaat: 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.
Hoe Expensify Easy Chats te gebruiken
Gemakkelijke chats lets you settle expense questions in a chat thread instead of a long email chain.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open het chatvenster
Click the chat icon beside any report.
Step 2: Mention the Right Person
Type @ and select your manager or approver.
Zo ziet het eruit:
✓ Controlepunt: The thread sits permanently on that report for future reference.
Step 3: Attach Context
Drop the receipt or invoices into the thread as proof.
✅ Resultaat: 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 vraag samen.
The same chat functionality works in the mobile app, so answers reach you between meetings.
How to Use Expensify Receipt Scanner
Bonnen scannen lets you turn a photo of a crumpled receipt into a coded expense in seconds.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: 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.
Hoe gebruik je Expensify voor factuurbetalingen en -beheer?
Factuurbetaling en facturering lets you pay vendor bills and send client invoices from the same system.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: The invoice status updates from sent to paid on its own.
Stap 3: Een factuur aanmaken en versturen
Open Invoices, add line items, and send it directly to your client.
✅ Resultaat: Payables and receivables sit next to your expense gegevens.
💡 Pro-tip: Set a default payment term on invoices. Chasing late clients gets much easier with a fixed due date.
Hoe u Expensify Global Reimbursements kunt gebruiken
Wereldwijde terugbetalingen lets you reimburse employees in other countries without wiring money manually.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: The report status changes to Reimbursed with a payment date.
Step 3: Approve and Pay
Approve expenses and click Reimburse to release funds.
✅ Resultaat: 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.
Hoe Expensify-integratie met andere software te gebruiken
Integratie met andere software lets you sync approved spending into your accounting software without exporting a single file.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: A test expense appears in your accounting software within minutes.
Stap 3: Breng uw velden in kaart
Match Expensify categories to your existing accounts and classes.
✅ Resultaat: 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.
Pro-tips en snelkoppelingen voor Expensify
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.
Toetsenbord sneltoetsen
| Actie | Snelkoppeling |
|---|---|
| Open zoekopdracht | Ctrl + K |
| Nieuwe kosten aanmaken | Ctrl + Shift + N |
| Jump to chat | Ctrl + J |
| Submit current report | Ctrl + Enter |
Verborgen functies die de meeste mensen over het hoofd zien
- 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:
Veelgemaakte fouten bij Expensify die je moet vermijden
Mistake #1: Saving Receipts for Month End
❌ Fout: Stuffing receipts in a drawer and scanning them all in one painful evening.
✅ Rechts: Snap each receipt at the table. SmartScan technology handles the rest in seconds.
Mistake #2: Inventing Categories on the Fly
❌ Fout: Letting every employee type their own category names into the system.
✅ Rechts: Establish a fixed category list that matches your accounting software exactly.
Mistake #3: Skipping the Approval Setup
❌ Fout: Approving everything yourself and creating a bottleneck across departments.
✅ Rechts: Build approval workflows with rules that route expenses to the right manager.
Probleemoplossing voor Expensify
Problem: SmartScan Returns the Wrong Amount
Oorzaak: Faded thermal paper or a folded receipt confuses the scan.
Repareren: Flatten the receipt, use good light, and edit the amount manually if accuracy still slips.
Problem: Expenses Are Not Syncing to Accounting Software
Oorzaak: A category exists in Expensify that has no matching account in QuickBooks of Xero.
Repareren: Open the connections tab and remap the unmatched categories, then re-run the sync.
Problem: Reimbursement Is Stuck as Pending
Oorzaak: The business bank account has not finished verification.
Repareren: Confirm the micro-deposits in your bank, then release the payment again.
📌 Opmerking: If none of these fix your issue, contact Expensify support.
Wat is Expensify?
Onkosten maken is an expense management platform that automates how businesses track and reimburse spending.
Think of it like a finance assistent that reads every receipt for you.
Bekijk dit korte overzicht:
Het omvat de volgende belangrijke kenmerken:
- Proces voor onkostenbeheer: Handles capture, coding, and approval in one connected workflow.
- Declaraties: Compiles multiple expenses into one submission with violation flags built in.
- Reisaanbiedingen: Books travel inside the platform and pulls itineraries into expenses.
- Expensify-kaart: A Visa Commercial Card with cash back and real-time coding.
- Eenvoudige chats: Built-in chat attached to every report, expense, and workspace.
- Bonnen scannen: SmartScan technology reads receipts and codes them automatically.
- Factuurbetaling en -verwerking: Vendor bill payment plus client invoicing with tracked status.
- Wereldwijde vergoedingen: Direct reimbursement to international bank accounts.
- Integratie met andere software: Two-way sync with QuickBooks, Xero, NetSuiteen meer.
Beveiliging matters here too. Expensify keeps enterprise-grade protection and supports two-factor authentication on every account.
Voor een volledige recensie, zie onze Expensify-recensie.
Expensify-prijzen
Dit zijn de kosten van Expensify in 2026:
Paid plans are simple, starting at $5 per member, per month.
| Plan | Prijs | Het beste voor |
|---|---|---|
| Verzamelen | $5 per lid per maand | Small teams that need scanning, reports, and reimbursement |
| Controle | Vanaf $9 per lid per maand. | Larger businesses needing multi-level approval and NetSuite sync |
Gratis proefperiode: Yes. You can test the paid features before paying anything.
Geld-terug-garantie: No formal guarantee, but plans are billed monthly and cancellable.
💰 Beste prijs-kwaliteitverhouding: 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 versus alternatieven
Hoe verhoudt Expensify zich tot de concurrentie? Dit is het concurrentielandschap:
| Hulpmiddel | Het beste voor | Prijs | Beoordeling |
|---|---|---|---|
| Onkosten maken | Kosten automatisering | $5/maand | ⭐ 4.1 |
| Puzzel IO | Start-up boekhouding | $0/maand | ⭐ 3,5 |
| Dext | Bon vastleggen | $25,21/maand | ⭐ 4.3 |
| Xero | Klein bedrijf books | $5,80/maand | ⭐ 4,5 |
| Synder | E-commerce synchronisatie | $52/maand | ⭐ 4.1 |
| Gemakkelijke maandafsluiting | Close checklists | $45/maand | ⭐ 3.8 |
| Docyt | AI boekhouding | $299/maand | ⭐ 4.0 |
| Verstandig | Established firms | Gratis/maand | ⭐ 4.2 |
Snelle keuzes:
- Beste overall: Expensify — fastest path from receipt to reimbursement.
- Beste budget: Golf — free invoicing and books for solo operators.
- Het meest geschikt voor beginners: QuickBooks — familiar interface and endless tutorials.
- Het meest geschikt voor bedrijven: NetSuite — full ERP depth across finance and projects.
🎯 Alternatieven voor Expensify
Op zoek naar alternatieven voor Expensify? Dit zijn de beste opties:
- 🚀 Puzzle 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.
- 🔒 Gemakkelijke maandafsluiting: Keeps your month-end close organised with structured task tracking.
- 🧠 Docyt: AI boekhouding aimed at multi-location businesses with heavy transaction volume.
- 👶 Verstandig: Long-standing accounting suite with a free individual tier to start on.
- 🏢 Zoho Boeken: Solid accounting that fits neatly beside the rest of the Zoho suite.
- 🔧 Golf: Free invoicing and accounting for freelancers 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.
- 🎯 AutoEntry: Cheap, accurate extraction of invoices and receipts for accountants.
- 💼 FreshBooks: Facturering en tijdregistratie aimed squarely at service businesses.
- 📊 NetSuite: Full enterprise ERP covering finance, inventory, and reporting at scale.
Voor de volledige lijst, zie onze Expensify-alternatieven gids.
⚔️ Expensify vergeleken
Hieronder een vergelijking van Expensify met de concurrenten:
- Expensify versus Puzzle IO: Puzzle IO handles the ledger itself. Expensify wins on receipts, cards, and reimbursement.
- Expensify versus Dext: Dext is a capture tool. Expensify adds cards, approval workflows, and payments on top.
- Expensify versus Xero: Xero keeps the books. Expensify feeds it clean expense data, so most teams run both.
- Expensify versus Synder: Synder is built for sales data. Expensify is built for employee spending.
- Expensify versus Easy Month End: Easy Month End manages the close. Expensify manages the expenses feeding into it.
- Expensify versus Docyt: Docyt costs far more per month. Expensify is cheaper for pure expense management.
- Expensify versus Sage: Sage runs your accounts. Expensify handles the receipts and mileage Sage never sees.
- Expensify versus Zoho Books: Zoho Books bundles more modules. Expensify beats it on mobile receipt scanning.
- Expensify versus Wave: Wave is free but basic. Expensify adds cards, policies, and approval routing.
- Expensify versus Hubdoc: Hubdoc only collects documents. Expensify also reimburses and enforces company policies.
- Expensify versus QuickBooks: QuickBooks is accounting software. Expensify is an expense management platform that syncs into it.
- Expensify versus AutoEntry: AutoEntry extracts data only. Expensify covers the full submit-and-reimburse process.
- Expensify versus FreshBooks: FreshBooks is better at billing clients. Expensify is better at controlling staff spending.
- Expensify versus NetSuite: NetSuite is a whole ERP. Expensify plugs into it as the expense layer.
Begin nu met het gebruik van Expensify.
Je hebt geleerd hoe je alle belangrijke functies van Expensify kunt gebruiken:
- ✅ Proces voor kostenbeheer
- ✅ Onkostennota's
- ✅ Reisaanbiedingen
- ✅ Expensify-kaart
- ✅ Gemakkelijke chats
- ✅ Bonnen scannen
- ✅ Factuurbetaling en -verwerking
- ✅ Wereldwijde vergoedingen
- ✅ Integratie met andere software
Volgende stap: Kies één functie en probeer die nu uit.
De meeste mensen beginnen met het scannen van kassabonnetjes.
It takes less than five minutes and removes the worst part of the job.
Veelgestelde vragen
Hoe dien ik onkosten in via 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.
Is Expensify makkelijk te leren?
Yes. Most users scan their first receipt within minutes. Approval workflows and integrations take a little longer, but the core process is simple.
Wat is de makkelijkste manier om bonnetjes bij te houden?
Snap each receipt with the mobile app straight after paying. SmartScan technology reads the details, so nothing depends on you remembering later.
Hoe begin ik met Expensify?
Visit the site and click Sign Up. Enter your email or phone number, choose individual or business, then create your first workspace.
Hoe gebruik ik 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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