Как использовать Expensify для автоматизации составления отчетов о расходах в 2026 году?

Быстрый старт

В этом руководстве описаны все функции Expensify:

• Начиная — Создание учетной записи и базовая настройка
• Как использовать процесс управления расходами — Track spending end to end without manual data entry
• Как пользоваться отчетами о расходах — Group expenses into tidy reports in under a minute
• Как использовать предложения по поездкам — Book flights and hotels that sync back automatically
• Как пользоваться картой Expensify — Get up to 2% cash back and automatic receipt matching
• Как пользоваться Easy Chats — Ask and answer expense questions without leaving the app
• Как использовать сканирование чеков — SmartScan pulls vendor, date, and amount from any photo
• Как пользоваться услугами оплаты счетов и выставления счетов-фактур — Handle money going out and coming in from one place
• Как использовать глобальные возмещения расходов — Pay back staff abroad in their own currency
• Как использовать интеграцию с другим программным обеспечением — Connect QuickBooks, Xero, or NetSuite for real-time reconciliation

Необходимое время: 5 минут на каждый фильм

Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы

Почему стоит доверять этому руководству?

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.

Он YouTube clips below come from my own account, not a vendor demo.

Учебное пособие по Expensify

This How to Use Expensify tutorial walks through the whole platform, from your first login to бухгалтерский учет синхронизация.

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.

Попробуйте Expensify прямо сейчас →

ПРОЧИТАТЬ ПОЛНЫЙ ОБЗОР →

Альтернативные варианты расходования средств →

Начало работы с 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:

Теперь давайте разберем каждый шаг.

Шаг 1: Создайте свою учетную запись

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 бизнес счет.

✓ Контрольная точка: Проверьте свой входящие for the confirmation link.

Step 2: Access the App or Web Dashboard

Expensify works in any browser, and the mobile app covers iOS и Android.

Log in on whichever device you carry to meetings.

Вот как это выглядит:

✓ Контрольная точка: You should see recent transactions and pending reports.

Шаг 3: Создайте свое первое рабочее пространство

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.

Как использовать систему управления расходами Expensify

Процесс управления расходами lets you run your whole expense management process in one place instead of five spreadsheets.

Вот пошаговая инструкция по его использованию.

Шаг 1: Откройте свою рабочую область

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.

Вот как это выглядит:

✓ Контрольная точка: 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.

Clean coding cuts review time, reducing the back-and-forth with finance every month.

Как использовать отчеты о расходах Expensify

Отчеты о расходах lets you bundle loose expenses into clean expense reports your finance team will actually approve.

Вот пошаговая инструкция по его использованию.

Шаг 1: Создайте новый отчет

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.

Вот как это выглядит:

✓ Контрольная точка: Expensify flags policy violations and duplicate entries before you submit.

Шаг 3: Отправить на проверку

Hit Submit and the report moves to your approver.

The system checks each line against company policies, ensuring compliance before anyone approves expenses.

Как использовать предложения Expensify для поездок

Предложения по поездкам lets you book путешествовать and sync every booking straight into your expense reports.

Вот пошаговая инструкция по его использованию.

Шаг 1: Откройте вкладку «Путешествия».

Select Travel from the main navigation.

Step 2: Search and Compare Offers

Enter your dates and compare the trip offers shown.

Вот как это выглядит:

✓ Контрольная точка: Your flight or отель shows up as a pending expense.

Step 3: Confirm the Booking

Book directly and the itinerary syncs to your account.

Как использовать карту Expensify

Карта Expensify lets you earn cash back while receipts attach themselves to each swipe.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: Card transactions show in the dashboard within seconds.

Step 3: Review Live Transactions

Each swipe appears немедленно with a receipt request attached.

Как пользоваться Expensify Easy Chats

Easy Chats lets you settle expense questions in a chat thread instead of a long email chain.

Вот пошаговая инструкция по его использованию.

Шаг 1: Откройте панель чата

Click the chat icon beside any report.

Step 2: Mention the Right Person

Type @ and select your manager or approver.

Вот как это выглядит:

✓ Контрольная точка: The thread sits permanently on that report for future reference.

Step 3: Attach Context

Drop the receipt or invoices into the thread as proof.

The same chat functionality works in the mobile app, so answers reach you between meetings.

How to Use Expensify Receipt Scanner

Сканирование чеков lets you turn a photo of a crumpled receipt into a coded expense in seconds.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: 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.

Как пользоваться системой оплаты счетов и выставления счетов Expensify

Оплата счетов и выставление счетов-фактур lets you pay vendor bills and send client invoices from the same system.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: The invoice status updates from sent to paid on its own.

Шаг 3: Создайте и отправьте счет-фактуру

Open Invoices, add line items, and send it directly to your client.

Как пользоваться системой возмещения расходов Expensify Global Reimbursements

Глобальные возмещения lets you reimburse employees in other countries without wiring money manually.

Вот пошаговая инструкция по его использованию.

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.

Вот как это выглядит:

✓ Контрольная точка: The report status changes to Reimbursed with a payment date.

Step 3: Approve and Pay

Approve expenses and click Reimburse to release funds.

Expensify absorbs the currency complexities, so your team never handles a manual wire form.

Как использовать интеграцию Expensify с другим программным обеспечением

Интеграция с другим программным обеспечением lets you sync approved spending into your accounting software without exporting a single file.

Вот пошаговая инструкция по его использованию.

Step 1: Open the Connections Tab

Go to workspace settings and select Accounting.

Step 2: Authorise Your Accounting Tool

Choose QuickBooks, Ксеро, or NetSuite and log in to authorise access.

Вот как это выглядит:

✓ Контрольная точка: A test expense appears in your accounting software within minutes.

Шаг 3: Составьте карту ваших полей.

Match Expensify categories to your existing accounts and classes.

One connection is enough to streamline how financial data moves between the two systems.

Советы и полезные приемы для 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.

Клавиатурные сочетания

Скрытые функции, которые большинство людей упускают из виду.

• 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:

Увеличьте расходы, чтобы избежать распространенных ошибок.

Mistake #1: Saving Receipts for Month End

Mistake #2: Inventing Categories on the Fly

Mistake #3: Skipping the Approval Setup

Устранение неполадок Expensify

Problem: SmartScan Returns the Wrong Amount

Причина: Faded thermal paper or a folded receipt confuses the scan.

Исправить: Flatten the receipt, use good light, and edit the amount manually if accuracy still slips.

Problem: Expenses Are Not Syncing to Accounting Software

Причина: A category exists in Expensify that has no matching account in QuickBooks или Xero.

Исправить: Open the connections tab and remap the unmatched categories, then re-run the sync.

Problem: Reimbursement Is Stuck as Pending

Причина: The business bank account has not finished verification.

Исправить: Confirm the micro-deposits in your bank, then release the payment again.

📌 Примечание: If none of these fix your issue, contact Expensify support.

Что такое Expensify?

Expensify is an expense management platform that automates how businesses track and reimburse spending.

Think of it like a finance помощник that reads every receipt for you.

Посмотрите этот краткий обзор:

В его состав входят следующие ключевые особенности:

• Процесс управления расходами: Handles capture, coding, and approval in one connected workflow.
• Отчеты о расходах: Compiles multiple expenses into one submission with violation flags built in.
• Предложения по путешествиям: Books travel inside the platform and pulls itineraries into expenses.
• Карта Expensify: A Visa Commercial Card with cash back and real-time coding.
• Easy Chats: Built-in chat attached to every report, expense, and workspace.
• Сканирование чеков: SmartScan technology reads receipts and codes them automatically.
• Оплата счетов и выставление счетов-фактур: Vendor bill payment plus client invoicing with tracked status.
• Глобальные компенсации: Direct reimbursement to international bank accounts.
• Интеграция с другим программным обеспечением: Two-way sync with QuickBooks, Xero, NetSuiteи многое другое.

Безопасность matters here too. Expensify keeps enterprise-grade protection and supports two-factor authentication on every account.

Полный обзор смотрите в нашем разделе Обзор Expensify.

Цены Expensify

Вот сколько будет стоить Expensify в 2026 году:

Paid plans are simple, starting at $5 per member, per month.

Бесплатная пробная версия: Yes. You can test the paid features before paying anything.

Гарантия возврата денег: No formal guarantee, but plans are billed monthly and cancellable.

💰 Лучшее соотношение цены и качества: 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 против альтернатив

Как Expensify выглядит на фоне конкурентов? Вот как выглядит конкурентная среда:

Краткий выбор:

• Лучший вариант в целом: Expensify — fastest path from receipt to reimbursement.
• Оптимальный бюджет: Волна — free invoicing and books for solo operators.
• Лучший вариант для начинающих: QuickBooks — familiar interface and endless tutorials.
• Лучший вариант для предприятий: NetSuite — full ERP depth across finance and projects.

🎯 Альтернативы Expensify

Ищете альтернативы Expensify? Вот лучшие варианты:

• 🚀 Головоломка IO: Automated accounting built for venture-backed startups that want real-time books.
• 💰 Декс: Strong document capture for bookkeepers handling many client files at once.
• 🎨 Xero: Full double-entry accounting with bank feeds and a large app marketplace.
• ⚡ Снайдер: Syncs Stripe, Shopify, and PayPal sales into your accounting software.
• 🔒 Простой подход к завершению месяца: Keeps your month-end close organised with structured task tracking.
• 🧠 Докит: ИИ бухгалтерский учет aimed at multi-location businesses with heavy transaction volume.
• 👶 Мудрец: Long-standing accounting suite with a free individual tier to start on.
• 🏢 Zoho Books: Solid accounting that fits neatly beside the rest of the Zoho suite.
• 🔧 Волна: Free invoicing and accounting for фрилансеры watching every dollar.
• 🌟 Хабдок: Pulls statements and bills from suppliers automatically each month.
• ⭐ QuickBooks: The default accounting choice for a huge share of US small businesses.
• 🎯 Автоматический ввод: Cheap, accurate extraction of invoices and receipts for бухгалтеры.
• 💼 FreshBooks: Выставление счетов и отслеживание времени aimed squarely at service businesses.
• 📊 NetSuite: Full enterprise ERP covering finance, inventory, and reporting at scale.

Полный список смотрите в нашем Альтернативы Expensify гид.

⚔️ Сравнение Expensify

Вот как Expensify выглядит на фоне каждого из конкурентов:

• Expensify против Puzzle ИО: Puzzle IO handles the ledger itself. Expensify wins on receipts, cards, and reimbursement.
• Expensify против Dext: Dext is a capture tool. Expensify adds cards, approval workflows, and payments on top.
• Expensify против Xero: Xero keeps the books. Expensify feeds it clean expense data, so most teams run both.
• Expensify против Synder: Synder is built for sales data. Expensify is built for employee spending.
• Expensify против Easy Month End: Easy Month End manages the close. Expensify manages the expenses feeding into it.
• Expensify против Docyt: Docyt costs far more per month. Expensify is cheaper for pure expense management.
• Expensify против Sage: Sage runs your accounts. Expensify handles the receipts and mileage Sage never sees.
• Expensify против Zoho Books: Zoho Books bundles more modules. Expensify beats it on mobile receipt scanning.
• Expensify против Wave: Wave is free but basic. Expensify adds cards, policies, and approval routing.
• Expensify против Hubdoc: Hubdoc only collects documents. Expensify also reimburses and enforces company policies.
• Expensify против QuickBooks: QuickBooks is accounting software. Expensify is an expense management platform that syncs into it.
• Expensify против AutoEntry: AutoEntry extracts data only. Expensify covers the full submit-and-reimburse process.
• Expensify против FreshBooks: FreshBooks is better at billing clients. Expensify is better at controlling staff spending.
• Expensify против NetSuite: NetSuite is a whole ERP. Expensify plugs into it as the expense layer.

Начните использовать Expensify прямо сейчас!

Вы научились использовать все основные функции Expensify:

• ✅ Процесс управления расходами
• ✅ Отчеты о расходах
• ✅ Предложения по поездкам
• ✅ Карта Expensify
• ✅ Удобные чаты
• ✅ Сканирование чеков
• ✅ Оплата счетов и выставление счетов-фактур
• ✅ Возмещение расходов по всему миру
• ✅ Интеграция с другим программным обеспечением

Следующий шаг: Выберите одну функцию и попробуйте прямо сейчас.

Большинство людей начинают со сканирования чеков.

It takes less than five minutes and removes the worst part of the job.

Часто задаваемые вопросы

Как мне отправить отчет о расходах через 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.

Легко ли освоить Expensify?

Yes. Most users scan their first receipt within minutes. Approval workflows and integrations take a little longer, but the core process is simple.

Как проще всего отслеживать чеки?

Snap each receipt with the mobile app straight after paying. SmartScan technology reads the details, so nothing depends on you remembering later.

Как начать работу с Expensify?

Visit the site and click Sign Up. Enter your email or phone number, choose individual or business, then create your first workspace.

Как пользоваться Expensify?

Scan receipts, group them into expense reports, and submit for approval. Connect your accounting software so approved spending syncs automatically.