Congratulations! You've reached the final chapter of ExpensifyApproved! University.
In this chapter, you'll learn how to continue managing your clients' expense reports after setting up Expensify.
We'll touch on four critical processes:
- Approving/rejecting expense reports
- How reimbursement works
- Exporting to an accounting package
- Reconciling company cards
Approving/rejecting expense reports
Approving and rejecting expenses in Expensify can be done on both the mobile and web app. You can reject entire reports or line-item expenses, as well as decide how far back to reject a report. For example, you can reject a report back to the manager that approved it instead of the employee that submitted it.
To deep dive into all the functions that make auditing your client expense reports a breeze, click here.
How reimbursement works
Reimbursement is available as a free add-on in Expensify to get your clients paid back for all reimbursable transactions. We also offer the ability to reimburse outside of Expensify using traditional bill providers such as Bill.com, Gusto, and ADP – all free of charge.
- Review how to add a client’s business account for withdrawal here.
- Understand the options available for client reimbursement. With Expensify, you can auto-reimburse users once a report has been fully approved or we can keep the process manual. Read more here.
Exporting to an account package
When you connect your client’s policy to an accounting package (such as QuickBooks, Xero, Sage Intacct, or NetSuite), Expensify can auto-export client expense reports after they've been approved. You also have the option to manually export client expense reports.
ProTip: When using a direct accounting integration, leave the auto-sync toggle enabled to allow reports to auto-export.
Reconciling company card expenses
We’ve made the process of reconciling clients' company credit cards easy and available in the product. No need to bog yourself down with hundreds of Excel files! To learn how the reconciliation process works in Expensify, click here.
Protip: Don't forget to send your client to our ongoing employee training webinars to ensure the client's employees become a master of Expensify themselves!