How to Use Expensify to Automate Your Expense Reports in 2026?

Keeping track of paper receipts is a big hassle.

Do you hate stuffing crumpled paper into your pockets? We all do.

If you lose those receipts, you actually lose your own money.

That stress adds up quickly. Tax time becomes a nightmare, and nobody wants that.

But there is an easier way to handle it.

Expensify automates the whole messy process for you. It scans receipts 即刻.

Then it automatically builds your reports.

Stop wasting your valuable time on paperwork. Learn how to use Expensify right now.

Expensify

Save 83% of your time on paperwork. Small teams can save $37,859 by switching to Expensify. Join 15 million users and start your free trial today!

立即试用Expensify 阅读完整评论 昂贵的替代方案

Expensify Tutorial

Mastering Expensify is simple. You do not need technical skills.

We will guide you through the process.

First, download the mobile app. Next, snap a picture of any receipt.

SmartScan reads the numbers automatically.

Finally, submit your report for approval.

It really is that easy to manage your money.

How to Use Expense Management Feature

Managing your money should not be a full-time job.

With an expense management platform like Expensify, you can stop worrying about lost receipts.

This system helps you manage expenses without the stress of manual 数据 入口。

You can keep your financial data organized and up to date with just a few taps.

Step 1: Capture Your Receipts with SmartScan Technology

The first step in Expensify is getting your receipts into the system.

You don’t need to type in prices or dates yourself.

• Open the app on your mobile device.
• Use the smart scan feature to take a photo of your paper receipt.
• If you have a digital receipt, forward it from your email or phone number directly to the app.
• The AI will read the receipt and fill in the details for you.

Step 2: Organize with Expense Categories and Mileage

Once your receipts are in, you need to tell the system what they are for.

This keeps your financial operations running smoothly and helps you identify spending trends 之后.

• Assign each item to a specific expense category, such as “旅行,” “Meals,” or “Office Supplies.
• Use the app to track mileage if you drive for work; it uses GPS to calculate distance automatically.
• Check that each entry complies with your company policies to avoid issues later.

Step 3: Use Approval Workflows and Syncing

The final part of the expense management process is getting your money back.

Expensify connects to your 会计 software to make this fast.

• Submit your items into tailored reports that show exactly what you spent.
• The system uses approval workflows to send your report to the right manager.
• Once they approve expenses, the data syncs with your company’s books.
• You get paid back directly into your bank account.

How to Use Expensify Expense Reports

Creating reports is the best way for businesses and employees to stay organized.

This platform makes it easy to group your spending so you can get reimbursed quickly.

You can use your own device to handle everything while you are away from the office.

Step 1: Create a New Report Folder

The first step is creating a place for your receipts.

You want to keep things neat, so there are no errors when it is time for a manager to sign off on your money.

• Open the Expensify system and go to the reports tab.
• Click to create a new report and give it a clear name based on projects or the current date.
• You can access your past reports here as well if you need to check old data.
• If you use an Expensify card, your transactions will show up here automatically to streamline the process.

Step 2: Add Expenses and Check Rules

Now you need to put your receipts into the report.

You musensure thatre everythincomplies withws the rules your company has set.

This keeps everyone in compliance and protects the company’s funds.

• Pick the individual expenses or invoices you want to include.
• Move them into your new report folder.
• Look for any red flags from the system that show a mistake.
• Users can see if they spent too much in certain departments before they hit submit.

Step 3: Submit for Approval

Once your report looks good, it is time to send it away.

This functionality is what makes Expensify so helpful for users who want to save time.

• Review the final total to make sure it matches your actual spending.
• Hit the “Submit” button to send it to the right person.
• 你甚至可以找到 YouTube tutorials if you get stuck on a specific step.
• Once you establish this habit, you won’t have to worry about losing money again.

How to Use Expensify Bill Pay and Invoicing

Managing money coming in and going out is vital for any 商业.

Expensify helps you handle bills and send invoices without the stress of messy spreadsheets.

You can manage everything from one simple screen.

Step 1: Set Up Your Business Billing Profile

Before you send your first bill, you need to tell the system who you are. This ensures your documents look professional to your clients and vendors.

• Go to your settings and enter your legal 商业 name and tax ID.
• Upload your company logo so it appears on every invoice you send.
• Link your business bank account so you can receive payments or pay vendors directly.

Step 2: Create and Send a Professional Invoice

Getting paid for your hard work should be the easy part. You can create an invoice in seconds and send it to your client’s 收件箱.

• Click on “New Invoice” and type in your client’s email address.
• Add line items for the work you did or the products you sold.
• Set a due date for the payment and hit the “Send” button.
• The system will track if the client has opened or paid the invoice yet.

Step 3: Pay Company Bills Electronically

Paying your own bills is just as simple as getting paid. You can keep all your outgoing money organized in one place.

• Forward any bills you receive to your unique Expensify email address.
• Review the bill details that the system automatically pulls from the document.
• Use the approval workflow to make sure the right person okays the spend.
• Click to pay the vendor via ACH or credit card without leaving the app.

Alternatives to Expensify

• 右手: 这款软件专注于自动从收据和发票中提取数据。它通过数字化纸质文件，节省了手动数据录入的时间。
• 多西特: 该平台基于人工智能技术，旨在实现记账和后台办公任务的自动化。Docyt 致力于消除人工数据录入，并提供实时财务洞察，使其成为寻求高度自动化解决方案的企业的强大之选。
• 圣人这是一个功能强大的平台，可为各种规模的企业提供解决方案。对于财务需求较为复杂的公司而言，它尤其是一个强有力的选择。
• Xero: 这是一个流行的云端会计平台。它是 Atera 记账功能的替代方案，提供发票、银行对账和费用跟踪工具。
• 轻松月末: 这款专业软件专为简化财务结算流程而设计。它可与其他会计平台（例如 QuickBooks 和 Xero）集成，确保顺利便捷地完成月末结算。
• Puzzle io: 这是一款专为初创企业打造的现代化会计软件。它有助于财务报告和自动化，提供实时洞察，并专注于简化账务流程，从而加快结账速度。
• 圣人: 作为一家知名的商业管理软件提供商，Sage 提供一系列会计和财务解决方案，可以作为 Atera 财务管理模块的替代方案。
• 辛德: 这款软件专注于将您的电子商务和支付平台与会计软件同步。对于需要将销售渠道的数据自动导入账簿的企业来说，它是一个实用的选择。
• 轻松月末: 该工具专为简化月末结算流程而设计。对于希望改进和自动化财务报告及对账工作的企业而言，它是一种专业的替代方案。
• 多西特: Docyt是一个人工智能驱动的记账平台，可实现财务工作流程自动化。它是Atera人工智能记账功能的直接竞争对手，提供实时数据和自动化文档管理。
• 刷新我: 这是一个个人财务管理平台。虽然它并非直接的商业替代方案，但它提供类似的功能，例如费用和发票跟踪。
• 海浪: 这是一款很受欢迎的免费财务软件。对于自由职业者和小企业来说，它是一个很好的选择，可以用来开具发票、记账和扫描收据。
• 加速: 一款广为人知的个人和小企业理财工具。它有助于预算编制、支出跟踪和财务规划。
• Hubdoc: 这款软件是一款文档管理工具。它会自动获取您的财务文档并将其同步到您的会计软件中。
• QuickBooks: 最广泛使用的会计软件之一。 QuickBooks 是一个强大的替代方案，它提供了一整套财务管理工具。
• 自动输入: 该工具可自动录入数据，是 Atera 内置收据和发票采集功能的理想替代方案。
• FreshBooks: 这个程序非常适合用于开票和会计核算。它深受自由职业者和小企业的欢迎，因为他们需要一种简单的方式来跟踪时间和费用。
• NetSuite: NetSuite 是一款功能强大且全面的云端企业管理套件。对于需要财务管理以外功能的大型企业而言，NetSuite 是一个理想的选择。

比价比较

• Expensify 与 Puzzle这款软件专注于为初创企业提供人工智能驱动的财务规划。它的对应产品则面向个人理财。
• Expensify 与 Dext这是一个用于记录收据和发票的商业工具。另一个工具用于追踪个人支出。
• Expensify 与 Xero 的比较这是面向小型企业的热门在线会计软件。它的竞争对手是面向个人用户的。
• Expensify 与 Synder该工具可将电子商务数据与会计软件同步。其替代版本则专注于个人理财。
• Expensify 与 Easy Month End 对比这是一个用于简化月末工作的商业工具。它的竞争对手是用于管理个人财务的工具。
• Expensify 与 Docyt一个应用人工智能进行企业记账和自动化，另一个应用则将人工智能用作个人理财助手。
• Expensify 与 Sage 的比较这是一个功能全面的企业会计软件。它的竞争对手是一款更易于使用的个人理财工具。
• Expensify 与 Zoho Books 的比较这是一个面向小型企业的在线会计工具。它的竞争对手是面向个人用户的。
• Expensify 与 Wave 的比较这款软件为小型企业提供免费的会计软件。它的对应版本则面向个人用户。
• Expensify 与 Hubdoc 的比较该公司专门从事簿记文档采集。它的竞争对手是一款个人理财工具。
• Expensify 与 QuickBooks 的比较这是知名的企业会计软件。它的替代版本则是为个人理财而设计的。
• Expensify 与 AutoEntry 对比该软件旨在实现企业会计数据录入的自动化。它的替代产品是一款个人理财工具。
• Expensify 与 FreshBooks 的比较这是面向自由职业者和小企业的会计软件。它的替代版本则用于个人理财。
• Expensify 与 NetSuite这是一个功能强大的企业管理套件，适用于大型企业。它的竞争对手是一款简单的个人理财应用。

结论

Learning how to use Expensify is a smart move for your work life.

You can say goodbye to lost receipts and messy piles of paper.

The simple interface makes it easy for any individual to get started.

Just select the features you need, and the dashboard will show you your spending trends.

You can sync your bank accountdirectly witho the system.

This helps reduce mistakes and ensure total accuracy.

Your manager will love how fast you follow company policies.

Do not let the complexities of business 旅行 slow you down anymore.

It only takes one tap to start. You can level up your workflow today.

Join the many people who focus on their work instead of paperwork.

Start by starting your first report right now.

常见问题解答

More Facts about Expensify

• Pick Your Account: When you sign up, you can choose between a personal account or your business account.
• 仪表盘： After you join, you get a main screen that shows your recent spending and reports that need work.
• 打造属于你自己的风格： You can create your own spending categories and rules when you set up your account.
• Mistake Finder: The app automatically points out if you break a rule or enter the same receipt twice.
• Get Paid Back: You can send your reports through the app to get reimbursed for work costs.
• Approval Steps: Bosses can review and approve your spending before any money is paid out.
• 额外的 安全: You can also enable two-factor authentication to keep your account even safer.
• SmartScan: You can take a picture of a receipt, and the app “reads” it to find the date, store name, and price.
• Work Anywhere: The mobile app lets you do almost everything on your phone, even without an internet connection. connection
• Easy Sending: You can build and send whole reports right from your smartphone.
• Email Receipts: You can forward receipts from your email to the app, and it will process them for you.
• Travel Help: The app integrates with travel tools so you can book trips and easily track costs.
• Automatic Work: Expensify handles the hard parts, from scanning the paper to putting money in your bank.
• Right Person, Right Time: The system knows exactly which manager should see your report based on company rules.
• Rule Watcher: The app continuously checks your spending against your company’s rules to ensure everything is in order.
• Group Workspace: You can create a “Workspace” to keep your team’s expenses organized.
• Accounting Links: Expensify talks to tools like QuickBooks and Xero to keep the math correct.
• 专业提示： For the best results, scan receipts as soon as you get them and use the same names for your categories.
• Card Links: Link your own credit card so your purchases appear in the app automatically.
• The Expensify Card: Using their special card can give you 2% back on your spending and even lower your monthly bill by half.
• Distance Tracker: The app uses GPS to see how far you drove for work and calculates how much money you should get back.
• Live Spending: You can watch how much money is being spent in real-time on your dashboard.
• Budgets: You can set a spending limit and receive a warning if you exceed it.
• Scheduled Submit: A feature that collects your receipts and automatically sends them to your boss on a set day.