2026 年如何使用 Expensify 实现费用报表自动化？

快速入门

本指南涵盖Expensify的所有功能：

• 入门 — 创建账户和基本设置
• 如何使用费用管理流程 — Track spending end to end without manual data entry
• 如何使用费用报告 — Group expenses into tidy reports in under a minute
• 如何使用旅行优惠 — Book flights and hotels that sync back automatically
• 如何使用Expensify卡 — Get up to 2% cash back and automatic receipt matching
• 如何使用简易聊天工具 — Ask and answer expense questions without leaving the app
• 如何使用收据扫描功能 — SmartScan pulls vendor, date, and amount from any photo
• 如何使用账单支付和发票功能 — Handle money going out and coming in from one place
• 如何使用全球报销 — Pay back staff abroad in their own currency
• 如何使用与其他软件的集成 — Connect QuickBooks, Xero, or NetSuite for real-time reconciliation

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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.

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

Expensify教程

This How to Use Expensify tutorial walks through the whole platform, from your first login to 会计 同步。

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.

立即试用Expensify →

阅读完整评测 →

提高替代方案的成本 →

Expensify入门指南

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:

现在让我们逐一分析每个步骤。

第一步：创建您的帐户

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 商业 帐户。

✓ 检查点： 检查你的 收件箱 for the confirmation link.

Step 2: Access the App or Web Dashboard

Expensify works in any browser, and the mobile app covers iOS 以及安卓系统。

Log in on whichever device you carry to meetings.

这就是它的样子：

✓ 检查点： You should see recent transactions and pending reports.

步骤 3：创建您的第一个工作区

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.

如何使用Expensify费用管理流程

费用管理流程 lets you run your whole expense management process in one place instead of five spreadsheets.

以下是使用步骤。

步骤 1：打开您的工作区

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.

这就是它的样子：

✓ 检查点： 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.

如何使用Expensify费用报告

费用报告 lets you bundle loose expenses into clean expense reports your finance team will actually approve.

以下是使用步骤。

步骤 1：创建新报告

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.

这就是它的样子：

✓ 检查点： Expensify flags policy violations and duplicate entries before you submit.

步骤 3：提交审核

Hit Submit and the report moves to your approver.

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

如何使用Expensify旅行优惠

旅行优惠 lets you book 旅行 and sync every booking straight into your expense reports.

以下是使用步骤。

步骤 1：打开“旅行”选项卡

Select Travel from the main navigation.

Step 2: Search and Compare Offers

Enter your dates and compare the trip offers shown.

这就是它的样子：

✓ 检查点： Your flight or 酒店 shows up as a pending expense.

Step 3: Confirm the Booking

Book directly and the itinerary syncs to your account.

如何使用Expensify Expensify卡

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

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Card transactions show in the dashboard within seconds.

Step 3: Review Live Transactions

Each swipe appears 即刻 with a receipt request attached.

如何使用Expensify Easy Chats

轻松聊天 lets you settle expense questions in a chat thread instead of a long email chain.

以下是使用步骤。

步骤 1：打开聊天面板

Click the chat icon beside any report.

Step 2: Mention the Right Person

Type @ and select your manager or approver.

这就是它的样子：

✓ 检查点： 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

收据扫描 lets you turn a photo of a crumpled receipt into a coded expense in seconds.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用Expensify账单支付和发票功能

账单支付和发票 lets you pay vendor bills and send client invoices from the same system.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： The invoice status updates from sent to paid on its own.

步骤三：创建并发送发票

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

如何使用Expensify全球报销

全球报销 lets you reimburse employees in other countries without wiring money manually.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何将Expensify与其他软件集成

与其他软件集成 lets you sync approved spending into your accounting software without exporting a single file.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： A test expense appears in your accounting software within minutes.

步骤三：绘制田地地图

Match Expensify categories to your existing accounts and classes.

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

Expensify 专业技巧和快捷方式

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.

键盘快捷键

大多数人错过的隐藏功能

• 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:

避免常见错误

Mistake #1: Saving Receipts for Month End

Mistake #2: Inventing Categories on the Fly

Mistake #3: Skipping the Approval Setup

Expensify故障排除

Problem: SmartScan Returns the Wrong Amount

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

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

Problem: Expenses Are Not Syncing to Accounting Software

原因： A category exists in Expensify that has no matching account in QuickBooks 或者 Xero。

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

Problem: Reimbursement Is Stuck as Pending

原因： The business bank account has not finished verification.

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

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

Expensify是什么？

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

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

观看这段快速概览：

它包含以下主要特点：

• 费用管理流程： Handles capture, coding, and approval in one connected workflow.
• 费用报告： Compiles multiple expenses into one submission with violation flags built in.
• 旅行优惠： Books travel inside the platform and pulls itineraries into expenses.
• Expensify 卡： A Visa Commercial Card with cash back and real-time coding.
• 轻松聊天： Built-in chat attached to every report, expense, and workspace.
• 收据扫描： SmartScan technology reads receipts and codes them automatically.
• 账单支付和发票： Vendor bill payment plus client invoicing with tracked status.
• 全球报销： Direct reimbursement to international bank accounts.
• 与其他软件集成： Two-way sync with QuickBooks, Xero, NetSuite以及更多。

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

如需完整评测，请参阅我们的 Expensify 评测.

Expensify 定价

以下是Expensify在2026年的费用：

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

免费试用： Yes. You can test the paid features before paying anything.

退款保证： No formal guarantee, but plans are billed monthly and cancellable.

💰 性价比最高： 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 与其他方案的比较

Expensify 与其他公司相比如何？以下是竞争格局：

快速精选：

• 综合最佳： Expensify — fastest path from receipt to reimbursement.
• 最佳预算： 海浪 — free invoicing and books for solo operators.
• 最适合初学者： QuickBooks — familiar interface and endless tutorials.
• 最适合企业使用： NetSuite — full ERP depth across finance and projects.

🎯 Expensify 的替代方案

正在寻找Expensify的替代方案？以下是一些最佳选择：

• 🚀 Puzzle IO： Automated accounting built for venture-backed startups that want real-time books.
• 💰 右手： Strong document capture for bookkeepers handling many client files at once.
• 🎨 Xero： Full double-entry accounting with bank feeds and a large app marketplace.
• ⚡ 辛德： Syncs Stripe, Shopify, and PayPal sales into your accounting software.
• 🔒 轻松结束月末： Keeps your month-end close organised with structured task tracking.
• 🧠 Docyt： 人工智能 簿记 aimed at multi-location businesses with heavy transaction volume.
• 👶 圣人： 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.
• 🔧 海浪： Free invoicing and accounting for 自由职业者 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.
• 🎯 自动输入： Cheap, accurate extraction of invoices and receipts for 会计师.
• 💼 FreshBooks： 发票和 时间跟踪 aimed squarely at service businesses.
• 📊 NetSuite： Full enterprise ERP covering finance, inventory, and reporting at scale.

完整列表请参见我们的 昂贵的替代方案 指导。

⚔️ Expensify 对比

以下是Expensify与各竞争对手的对比：

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

立即开始使用Expensify

你已经学会了如何使用Expensify的每一项主要功能：

• ✅ 费用管理流程
• ✅ 费用报告
• ✅ 旅行优惠
• ✅ Expensify 卡
• ✅ 轻松聊天
• ✅ 收据扫描
• ✅ 账单支付和发票
• ✅ 全球报销
• ✅ 与其他软件集成

下一步： 选择一项功能，立即试用。

大多数人都是从扫描收据开始的。

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

常见问题解答

如何使用Expensify提交费用？

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.

Expensify容易上手吗？

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

保存收据最简单的方法是什么？

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

我该如何开始使用Expensify？

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

如何使用Expensify？

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