Expensify

Es una buena app para rendir gastos corporativos

Comentarios: Es buena pero tiene muchas cosas que mejorar

Puntos a favor:

La facilidad para subir los gastos y que Expensify se encarga de escanear los comprobantes y los asocia a las transacciones de las tarjetas de créditos

Puntos en contra:

Que a veces se rompe el sistema y no migra todas las transacciones al sistema contable o el hecho de no poder eliminar gastos si son de tarjetas de créditos.

Muy recomendable

Comentarios: Mucha rapidez a la hora de trabajar con el tanto en facturacion, gestión de nominas y productos.

Puntos a favor:

Es un software facil de usar con muchas funcionalidades tanto para logistica, productos y facturación

Puntos en contra:

Algunas opciones quizas deben estar mas a la vista pero por lo demás va de maravilla

User Friendly Interface

Comentarios: Great system to help track employee spending. The credit cards act as debit cards which is good if you’re a company that is trying to not live on credit.

Puntos a favor:

Minimal learning curve if your team us any experience with expensing items in a software format. You can fix mistakes really easily and there aren’t a ton of buttons to wade through.

Puntos en contra:

Sometimes new employees need to get reloaded to allow them to bill items to customers. That might be the accounting firm that we work with a fault though.

Simple to Deploy, Easy to Maintain

Comentarios: From the accounting team to the newly hired sales exec, feedback from employees has been very positive with Expensify. They can use the mobile app as they go, or other import methods to make their expense reports quick and easy. Everything is directly connected to NetSuite, our ERP, and flows smoothly to the books without any extra steps. Approval routing is very simple and reminders get sent to keep things moving along.

Puntos a favor:

Expensify is a very streamlined tool and does not get bogged down in high degrees of complexity which may be unnecessary. I have found all types of users at my company, from sales execs to marketing coordinators, understand how to use Expensify almost immediately. We provide a 1-pager for best practices to employees and that, in nearly all cases, is enough to get them using the tool without issue.

Puntos en contra:

The corporate card integrations could use a bit of added support when it comes to receipt imports, and occasionally we have had the direct feed from our banking institution break. I think this is likely because we do not use one of the major banks for our corporate credit card though, so the issue may not be on the Expensify side.

Attention

Puntos en contra:

I am writing to bring to your attention a profoundly concerning issue that I have encountered with your company's customer service procedures. It is imperative that everyone be made aware of how customers are treated within your organization. To provide context, I recently registered an account with your company and underwent a series of verification processes. During these verifications, I was requested to obtain a letter of verification from my bank. Upon communicating with my bank, I was informed that such a letter could not be provided. Instead, we agreed to proceed with a phone verification process. Subsequently, your support team instructed me to schedule a phone verification appointment. However, my appointment was canceled two hours prior to the scheduled time without explanation. I was then asked to undergo the verification process again, including re-uploading my identification documents. Despite completing these steps, I was still asked to provide verification using another form of identification, despite having already used my California Real ID. Feeling increasingly disappointed and frustrated after three days of continuous demands for documents and unreasonable requests, I expressed my frustration by using the F-word twice. Regrettably, a representative from your company responded by threatening to discontinue service and implied transferring my case to another support member. However, when I requested assistance from another support member, I was told, "I'm not going to assign you to anyone else in our team until you're able to avoid being aggressive with our team." I wish to emphasize that my use of inappropriate language was limited to two instances of the F-word. Furthermore, I was assured that your company does not have managers, and I was refused the opportunity to be assigned to another support team member. Subsequently, the support chat was abruptly terminated, and I have been unable to locate a valid telephone number for further communication. It is deeply concerning that, despite providing personal and banking information, as well as linking my bank account, I was subjected to punitive measures for the use of mild profanity. This treatment is entirely disproportionate and unacceptable. I am formally requesting a thorough investigation into this matter and appropriate action to rectify the situation. Additionally, I expect assurance that my account and personal information are handled with the utmost respect and security. I anticipate your prompt attention to this issue and a satisfactory resolution. Please contact me at your earliest convenience to discuss further.