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Expensify

Started by Xero API -   in Add-on Reviews |Bills + Expenses

3.2 out of 5 stars
 
Based on 6 user ratings
If you are a user of Xero and Expensify, tell us how you are getting on and your experience so far. Any tips?

About Expensify


Expense reports that don't suck! Simplified expense reporting your employees will love, seamlessly integrated with Xero. For more information, check out Expensify.

Tip

Remember if you have questions or need assistance with Expensify, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, visit Expensify help or see this page for information on connecting Expensify to Xero.

Hi there! I helped oversee the Expensify/Xero integration at Expensify, and I'd love to hear your thoughts on making this integration even better. Please shoot an email to help@expensify.com for any and all feedback. Thanks so much!

@Wayne, @Richard, @Mike, @James Great feedback about the tracking categories. Please don't hesitate to contact us, as I'd love to share what we're working on.
 

Jason Mills  

I've just been speaking to a company that use Expensify and are setting up on multi currency Xero. How does the integration work, if expenses are logged in Expensify in a particular currency, say US Dollars, does this come through into Xero as a purchase invoice in US Dollars? Then US Dollars have to already have been set up in Xero, if the base currency is different?
Thank you
Nicola
 

Nicola Wilson  

I use Expensify w/Xero for my practice. Works 98% perfectly (I'd like to be able to code the username to match the username I use in Xero ) - otherwise zero complaints.

I also did a trial run for a client (who hired a new CFO and went with a traditional accounting package for a lot more money (including features they will never use). The problem here is they used tracking info and that info (tags) did not transfer over. I'm told that's being solved in the next quarter or so.
 

Wayne Spivak  

Hi Jason,

Are you able to confirm whether there are plans to integrate the Tags/Tracking categories from Expensify into Xero? That is a big requirement for a potential client of mine.

Thanks
 

Richard Britten-Kelly  

Ditto on the tracking/Tags integration. This is a pretty basic requirement. Any workarounds?
 

Mike Long  

We are looking at using expensify but really need the ability to use tags and other fields from expensify to map into the tracking categories in Xero. Any timeline on when this could be implemented? Any workarounds?

Actually, I have worked out that you can design an exported csv file in the Expensify export reports editor that works.

You design a CSV export report that EXACTLY matches the columns in the Xero bill csv import template. For tracking categories hard code the names and then link the data from expensify to the option columns.

Takes a bit of fiddling to get the VAT right and the timings but it works.

Not quite the completely automated solution but works fine for now
 

James Houlder  

James, any chance that you can elaborate on your solution with the CSV? Are you saying that you set up an export CSV in Expensify that matches the format for Xero import, and then manually export and import the CSV for each submitted report?
 

Rich Boltizar  

Hey just letting you know that as this is the review page for Expensify, you're only about to comment once (for the one review). If you'd like to continue this conversation and ask questions please head over to the Using Xero Add-ons page - thanks!
 

Brittany H (Community Manager)  

I've had a lot of difficulty with this add-on for my clients. The app itself is good, but it's integration and support with Xero is poor.

1. It was not developed to support "company credit cards". They blamed Xero's API team for not telling them too. They haven't made any efforts or developments on this in over a year.

2. I have been trying to get a question answered for a client for over a week with no response despite writing into support lead, Jonah; marketing lead Ryan; and twitter.

3. Was told I'm not getting support *because only the most profitable partners get priority*.

4. They have an affiliate program, but if they've already (even if only) talked to a company, they won't allow one to get any affiliate credit despite any work put in on affiliate's side.

Xero partners, I would not recommend this app for use with your clients due to their backwards attitude on customer service and their lack of interest in making it work with Xero.
 

Kirsten Barrie  

Hi,
When importing from Expensify, how do you stop Xero taking out VAT of every expense?? We obviously do not want this to happen when there are a lot of zero rated transactions.
Thanks
Nicole
 

Nicole Coleman  

We have had very few issues with the Expensify/Xero integration. One suggestion - is it possible to set the date of the expense report in Xero based on a date in the report (e.g. the last date of a receipt) when it is exported from Expensify to Xero? It currently uses the date the report was submitted in Expensify.
 

Andy Meiers  

Expensify is an incredible tool to use with Xero. The submission process of an expense claim to Xero is so simple. There are very few steps required to the Expensify/ Xero method. It is such a time saving process. My experience has been positive thus far.
 

Amy Bush  

Hi
Not too impressed with the integration. Taken a long time to get expensify to match the categories, get the vat right etc and this only comes with a $5 per user charge from Expensify!
When transfer to Xero, all of the VAT rates etc either default to 20% or to no vat. This means still have to go through line by line. Pretty basic issue that I am very surprised is still in there.

Would be much better if Xero developed the expense entry using the app to allow for non standard vat amounts and also to input mileage claims.
 

Karl Douglas