Expensify Cheat Sheet

What is Expensify ? Website & App to process your expense reports To Start Create an expense Website & App to process your expense reports Scan/take a picture of your receipt Fill out a small form (amount, account string…) Create a report and send it for approval More convenient, faster, user-friendly .. Take a picture of your receipt as soon as you pay it ! No more excel files ! Check the status of all your reports 24/7 ! Create a report Approve a report Conclusion

Getting Added to Expensify To Start Create an expense Updating Nemo Profile Employee Code: This code is required for access to Expensify. Contact finance @ prodfinbos@ef.com with your ACH information to obtain your employee code Create a report Approve a report All other fields should be provided by your manager. These are also required for Expensify use. If any fields are missing you won’t be added to Expensify. Conclusion Nemo Profile Website: https://nemo.ef.com/nemo/adupdate.aspx

Get a soft copy of your receipt (Photo, Scan, Email…) Your expense reports To Start Create an expense 1 Get a soft copy of your receipt (Photo, Scan, Email…) Create a report 2 Create an expense Approve a report 3 Create a report Conclusion

First step To Start Create an expense Sign In Connect to the website or the mobile app (app store / android ) Create a report Click on SAML Your EF credentials Approve a report Then Conclusion

Welcome to Expensify ! To Start Create an expense If Expensify doesn’t look nice, change browsers ! Create a report Approve a report Conclusion

What is considered an Expense? To Start Create an expense NO INVOICES!! When making purchases always ask vendors if they will invoice us. Finance will help work with vendors on getting invoices If you submit an invoice in your expense report it will be rejected and ask Expenses Travel Expenses (Meals, Hotel, Flights, Taxis) Create a report Approve a report Conclusion

Create an expense Create a new expense Go to Expenses, click on To Start Create an expense Create a new expense Go to Expenses, click on Fill out the name of the merchant, the date, the amount and the currency of the receipt Create a report Be sure that the reimbursable box is checked Add a photo/scan of the invoice Approve a report Choose a category of expense (account to which the expense is going to be booked) Conclusion Your default tag/account string is the one in Nemo. Leave this field blank. If you need to book to a tag/account string that is different than your default choose from drop down menu. You are required to add a comment here (line description) ∆ if you pay for several people, you need to add the participants in this section

Create a report Create a new report Click on To Start Create an expense Create a new report Click on Add the expenses you created Create a report Approve a report Conclusion Once you’re done, Submit your report !

Potential duplicate detection To Start Create an expense Potential duplicate detection If two or more expenses are similar, you’ll get this message within your report : Create a report Approve a report Conclusion Click on Ignore if these expenses are different, click on merge or on If they are related to the same receipt

Other tips To Start Create an expense You can send directly emails with invoices (Uber/Hotels) to receipts@expensify.com (only from your EF email address) You can ”smartscan” your invoices, i.e, let Expensify fill the date/amount/merchant (up to 24h) Only use Expensify for your own expenses ! Do not fill your reimbursement details within Expensify (payments will go through our system) Create a report Approve a report Conclusion

To Start Create an expense Any issue ? you can have a look at the Expensify support website (http://help.expensify.com/) or you can contact prodfinbos@ef.com Create a report Approve a report Conclusion