Expensify

FMA  works with nonprofit organizations and foundations to achieve Operational Excellence by simplifying workflows and improving processes using the latest technology. As one of the more bureaucratic costs of doing business, expense reporting sometimes takes a back seat to what organizations consider to be the more pressing tasks. FMA recognizes that the efficacy of this routine process is a useful measure of an organization’s Operational Excellence and can make significant contributions to employee satisfaction. Fortunately, technological innovation is making it much easier to implement a streamlined expense reporting and tracking process.

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We implement Expensify as a resource to our clients who are looking to improve and simplify their expense management reports and automate the processes that can often be considered the biggest hassles.

Expensify is an affordable and innovative online program that lets you streamline the way your employees report expenses, the way expenses are approved, and the way you export or sync that information to your accounting package.

Expensify’s pricing is determined by each user’s activity per month, and there are no additional monthly fees. The program features a mobile app that lets users upload receipts, create and submit expenses all from their phone. Other functions of the program include:

  • Direct Bank Import
  • Smart Categorization based on accounting policies
  • Custom Invoices
  • Unlimited receipt upload and storage
  • Streamlined reporting and policy compliance

Setup and implementation of Expensify includes:

  • Establishing a sync between Expensify and your accounting software
  • Piloting Expensify before the program is presented to staff members
  • Training staff after the program has been installed and tested to make sure they are comfortable using the program.

Learn more about FMA’s virtual outsourcing and workflow improvement services at fmaonline.net/outsourcing.

Please let us know if you would like to have Expensify implemented at your organization!

 

 

 

 

Contact FMA

Andrew Schwalm

Manager, Marketing and Communications
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