Allow Multiple Tags
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CLH
Dec 9, 2009, 12:15:09 PM12/9/09
to Expense Reports
I want to apologize right away for my lack of knowledge about
Quickbooks. I have been evaluating Expensify for the last couple of
months for my boss and it does almost everything we need for our
company so I will make my suggestions and hope that others can
ascertain the implications regarding Quickbooks – my boss uses
Quickbooks so a seamless integration would be great but I don’t look
at Expense reporting from that angle; I am looking at it from the
point of view of the submitter.
We use two company cards (AMEX and MC); these bills are paid by the
company but need all the documentation and accounting of expenses by
the employee. Approval of these expenses doesn’t mean the employee
gets a check – it just means all the accounting is complete.
An employee may use their own cash or have other types of expenses
that cannot be put on a company credit card and these need to be
documented just like every other expense – but these end up being the
true “reimbursable” expenses. Mileage would be one of these.
We have been very impressed with the way receipts can me emailed in
and the way iPhones and Blackberrys can be used to photograph and
email in cash receipts. Everyone in our company has an iPhone or
Blackberry so these smartphone apps are a great convenience.
Any one of these expenses may be charged back to a client. Clients may
also be charged at specified rates for time spent performing service.
At our company all employees are salaried so, while it is important to
track time, the services fees are recovered for the company and are
not reimbursed back to the employee.
Expensify does a pretty good job of doing all of these things as long
as you are willing to get multiple reports. The one thing it doesn’t
do well is to provide a summary of the expenses that will be charged
back to a company. In order to identify these items they have been
“tagged” (BigCo or SmallCo). You can easily get a report of the AMEX
items, then the MC items, and the rest are Personal Expenses, but the
tagged items are spread across all these reports.
I believe that if individual items could be tagged with multiple tags
that one concise report could be issued, and if reported by “Tagged
items” everything would be clearly identified:
First, all items should be tagged with the employee’s initials or name
(clh), then the next tag for all items should identify that it is
AMEX, MC, or personal expense (PersEx). Service Time would not have a
cc or PersEx tag. After that optional tags could be applied that can
be used to charge back to clients (BigCo, SmallCo, etc.). In addition
the boss might want to request that all employees tag expenses
associated with some event (like a conference) with some identifying
tag so that he can see how much was spent on it.
One catch I see in this is that one employee may not give the same tag
name to a company that another employee would. Perhaps a naming
convention should be adopted by the company to minimize possible
discrepancies (first 4 characters of a client name + first 3
characters of client location). Or maybe, upon import, the boss could
“accept” an employee’s tag – assigning it “on the fly” to the client.
With these multiple tags a single report, ordered by tag name, would
show all AMEX expenses, then all MC expenses, then all Personal
Expenses (reimburseable), then summary reports of charges that will go
back to BigCo, SmallCo, and all expenses related to some event.
Up till now I can only apply one tag name to an expense item. I can’t
tell yet if the new features you have implemented will do the things I
have just mentioned. So far, on your new screen, when I select the tag
field, the screen freezes up.
I’m looking forward to hearing if my requests are pie-in-the-sky or
will be possible. So far I have really enjoyed using Expensify!
Best Regards,
Connie
Quickbooks. I have been evaluating Expensify for the last couple of
months for my boss and it does almost everything we need for our
company so I will make my suggestions and hope that others can
ascertain the implications regarding Quickbooks – my boss uses
Quickbooks so a seamless integration would be great but I don’t look
at Expense reporting from that angle; I am looking at it from the
point of view of the submitter.
We use two company cards (AMEX and MC); these bills are paid by the
company but need all the documentation and accounting of expenses by
the employee. Approval of these expenses doesn’t mean the employee
gets a check – it just means all the accounting is complete.
An employee may use their own cash or have other types of expenses
that cannot be put on a company credit card and these need to be
documented just like every other expense – but these end up being the
true “reimbursable” expenses. Mileage would be one of these.
We have been very impressed with the way receipts can me emailed in
and the way iPhones and Blackberrys can be used to photograph and
email in cash receipts. Everyone in our company has an iPhone or
Blackberry so these smartphone apps are a great convenience.
Any one of these expenses may be charged back to a client. Clients may
also be charged at specified rates for time spent performing service.
At our company all employees are salaried so, while it is important to
track time, the services fees are recovered for the company and are
not reimbursed back to the employee.
Expensify does a pretty good job of doing all of these things as long
as you are willing to get multiple reports. The one thing it doesn’t
do well is to provide a summary of the expenses that will be charged
back to a company. In order to identify these items they have been
“tagged” (BigCo or SmallCo). You can easily get a report of the AMEX
items, then the MC items, and the rest are Personal Expenses, but the
tagged items are spread across all these reports.
I believe that if individual items could be tagged with multiple tags
that one concise report could be issued, and if reported by “Tagged
items” everything would be clearly identified:
First, all items should be tagged with the employee’s initials or name
(clh), then the next tag for all items should identify that it is
AMEX, MC, or personal expense (PersEx). Service Time would not have a
cc or PersEx tag. After that optional tags could be applied that can
be used to charge back to clients (BigCo, SmallCo, etc.). In addition
the boss might want to request that all employees tag expenses
associated with some event (like a conference) with some identifying
tag so that he can see how much was spent on it.
One catch I see in this is that one employee may not give the same tag
name to a company that another employee would. Perhaps a naming
convention should be adopted by the company to minimize possible
discrepancies (first 4 characters of a client name + first 3
characters of client location). Or maybe, upon import, the boss could
“accept” an employee’s tag – assigning it “on the fly” to the client.
With these multiple tags a single report, ordered by tag name, would
show all AMEX expenses, then all MC expenses, then all Personal
Expenses (reimburseable), then summary reports of charges that will go
back to BigCo, SmallCo, and all expenses related to some event.
Up till now I can only apply one tag name to an expense item. I can’t
tell yet if the new features you have implemented will do the things I
have just mentioned. So far, on your new screen, when I select the tag
field, the screen freezes up.
I’m looking forward to hearing if my requests are pie-in-the-sky or
will be possible. So far I have really enjoyed using Expensify!
Best Regards,
Connie
David Barrett
Dec 9, 2009, 7:21:03 PM12/9/09
to expense...@googlegroups.com
Wow, really fantastic comments. To tag or multi-tag has been a frequent
question inside the halls of Expensify. It really comes down to a
flexibility versus simplicity issue: multi-tagging is great for users
who need it, but can complicate things for those who don't.
question inside the halls of Expensify. It really comes down to a
flexibility versus simplicity issue: multi-tagging is great for users
who need it, but can complicate things for those who don't.
For example, right now you can only choose one tag. When you choose a
different tag, the previous one is replaced. Very simple, but limiting.
A multi-tagging universe changes this expectation: adding a new tag
doesn't remove the previous tag. More powerful, but now changing a tag
becomes a two-step operation (with the implication that there's some new
"remove this specific tag" feature).
Additionally, multi-tagging complicates the export process (what happens
if you tag an expense with two jobs -- I think QuickBooks only support
one job per expense) and so on.
Both models make sense, but it's not totally clear to me which satisfies
the most users. That said, the more requests we get like yours, the
more it tips the balance in favor of adding multi-tagging!
Thanks again. This is incredibly helpful.
-david
Ken Jowe
Dec 9, 2009, 8:18:25 PM12/9/09
to expense...@googlegroups.com
You are assuming tags field into one field. Most places I've been, there is a desire to have multiple "tags" - each which corresponds to a different field in the accounting system.
For example, in most accounting systems, department ("class" in QB) and "job" are different fields. More complicated systems will have even more "tags".
From a product perspective, would recommend going with 3 - that handles the common scenarios of department and job - and still have expansion for one additional tag - eg. for product line, sales program, internal tracking vs billable external job, etc.
To manage real estate and simplicity, you might have a "preference" setting where the user defines how many tags are visible on their form - along with a "default" value" for the tag.
Let me know if you would like to discuss further.
- k
--- On Wed, 12/9/09, David Barrett <dbar...@expensify.com> wrote: |
David Barrett
Dec 9, 2009, 10:23:26 PM12/9/09
to expense...@googlegroups.com
Alright, I'll chalk down another vote for multi-tag.
Frankly, this is a direction we've always wanted to go, but have been
putting off. Maybe we'll just need to bite the bullet and do it.
-david
Ken Jowe wrote:
> You are assuming tags field into one field. Most places I've been,
> there is a desire to have multiple "tags" - each which corresponds to a
> different field in the accounting system.
> For example, in most accounting systems, department ("class" in QB) and
> "job" are different fields. More complicated systems will have even
> more "tags".
>
> From a product perspective, would recommend going with 3 - that handles
> the common scenarios of department and job - and still have expansion
> for one additional tag - eg. for product line, sales program, internal
> tracking vs billable external job, etc.
>
> To manage real estate and simplicity, you might have a "preference"
> setting where the user defines how many tags are visible on their form -
> along with a "default" value" for the tag.
>
> Let me know if you would like to discuss further.
>
> - k
>
Gregory Schillinger
Dec 10, 2009, 2:12:52 PM12/10/09
to expense...@googlegroups.com
David,
I have to agree with the multi tag option now instead of later. One of the things that I am learning while putting together this POS software is to give the people the things they care about most now not what we are able to do quickly.
It is great to see a company put forward an honest and open conversation to make the program better. Kudo's to you and your staff.
Cheers,
Gregg
RHG
Dec 10, 2009, 8:08:51 PM12/10/09
to Expense Reports
One Idea that would be great is the use of a KEYWORD. Perhaps the
KEYWord could be something you set within your Preferences to
automatically place a given expense within a report? I am thinking
this could be used in conjunction with TAGS that Identify the type of
expense. That way you can report across multiple dimensions.
Commets / Observations?
RHG
KEYWord could be something you set within your Preferences to
automatically place a given expense within a report? I am thinking
this could be used in conjunction with TAGS that Identify the type of
expense. That way you can report across multiple dimensions.
Commets / Observations?
RHG
David Barrett
Dec 10, 2009, 8:18:03 PM12/10/09
to expense...@googlegroups.com
Ah, you mean like Gmail "filters" where you specify a set of rules (eg,
"match anything with this keyword and add to report 'x'") and they're
automatically run whenever a new expense is created? It's definitely
something we've considered but haven't added yet.
I think this would be super cool for the power user, but I wonder how
much use it'd get from the typical user. Right now we're trying to
totally nail the mainline before branching too far out into the power
user set.
But once the core is nailed, do you think you'd use a feature like this?
Can you describe -- in real-world terms -- how you'd use it?
Thanks!
-david
RHG wrote:
> One Idea that would be great is the use of a KEYWORD. Perhaps the
> KEYWord could be something you set within your Preferences to
> automatically place a given expense within a report? I am thinking
> this could be used in conjunction with TAGS that Identify the type of
> expense. That way you can report across multiple dimensions.
>
> Commets / Observations?
>
> RHG
>
> On Dec 9, 11:15 am, CLH <clhell...@gmail.com> wrote:
>> I want to apologize right away for my lack of knowledge about
>> Quickbooks. I have been evaluating Expensify for the last couple of
>> months for my boss and it does almost everything we need for our
>> company so I will make my suggestions and hope that others can
>> ascertain the implications regarding Quickbooks � my boss uses
>> Quickbooks so a seamless integration would be great but I don�t look
>> gets a check � it just means all the accounting is complete.
>> true �reimbursable� expenses. Mileage would be one of these.
>> items� everything would be clearly identified:
>>
>> First, all items should be tagged with the employee�s initials or name
"match anything with this keyword and add to report 'x'") and they're
automatically run whenever a new expense is created? It's definitely
something we've considered but haven't added yet.
I think this would be super cool for the power user, but I wonder how
much use it'd get from the typical user. Right now we're trying to
totally nail the mainline before branching too far out into the power
user set.
But once the core is nailed, do you think you'd use a feature like this?
Can you describe -- in real-world terms -- how you'd use it?
Thanks!
-david
RHG wrote:
> One Idea that would be great is the use of a KEYWORD. Perhaps the
> KEYWord could be something you set within your Preferences to
> automatically place a given expense within a report? I am thinking
> this could be used in conjunction with TAGS that Identify the type of
> expense. That way you can report across multiple dimensions.
>
> Commets / Observations?
>
> RHG
>
> On Dec 9, 11:15 am, CLH <clhell...@gmail.com> wrote:
>> I want to apologize right away for my lack of knowledge about
>> Quickbooks. I have been evaluating Expensify for the last couple of
>> months for my boss and it does almost everything we need for our
>> company so I will make my suggestions and hope that others can
>> Quickbooks so a seamless integration would be great but I don�t look
>> at Expense reporting from that angle; I am looking at it from the
>> point of view of the submitter.
>>
>> We use two company cards (AMEX and MC); these bills are paid by the
>> company but need all the documentation and accounting of expenses by
>> the employee. Approval of these expenses doesn�t mean the employee
>> point of view of the submitter.
>>
>> We use two company cards (AMEX and MC); these bills are paid by the
>> company but need all the documentation and accounting of expenses by
>> gets a check � it just means all the accounting is complete.
>>
>> An employee may use their own cash or have other types of expenses
>> that cannot be put on a company credit card and these need to be
>> documented just like every other expense � but these end up being the
>> An employee may use their own cash or have other types of expenses
>> that cannot be put on a company credit card and these need to be
>> true �reimbursable� expenses. Mileage would be one of these.
>>
>> We have been very impressed with the way receipts can me emailed in
>> and the way iPhones and Blackberrys can be used to photograph and
>> email in cash receipts. Everyone in our company has an iPhone or
>> Blackberry so these smartphone apps are a great convenience.
>>
>> Any one of these expenses may be charged back to a client. Clients may
>> also be charged at specified rates for time spent performing service.
>> At our company all employees are salaried so, while it is important to
>> track time, the services fees are recovered for the company and are
>> not reimbursed back to the employee.
>>
>> Expensify does a pretty good job of doing all of these things as long
>> as you are willing to get multiple reports. The one thing it doesn�t
>> We have been very impressed with the way receipts can me emailed in
>> and the way iPhones and Blackberrys can be used to photograph and
>> email in cash receipts. Everyone in our company has an iPhone or
>> Blackberry so these smartphone apps are a great convenience.
>>
>> Any one of these expenses may be charged back to a client. Clients may
>> also be charged at specified rates for time spent performing service.
>> At our company all employees are salaried so, while it is important to
>> track time, the services fees are recovered for the company and are
>> not reimbursed back to the employee.
>>
>> Expensify does a pretty good job of doing all of these things as long
>> do well is to provide a summary of the expenses that will be charged
>> back to a company. In order to identify these items they have been
>> �tagged� (BigCo or SmallCo). You can easily get a report of the AMEX
>> back to a company. In order to identify these items they have been
>> items, then the MC items, and the rest are Personal Expenses, but the
>> tagged items are spread across all these reports.
>>
>> I believe that if individual items could be tagged with multiple tags
>> that one concise report could be issued, and if reported by �Tagged
>> tagged items are spread across all these reports.
>>
>> I believe that if individual items could be tagged with multiple tags
>> items� everything would be clearly identified:
>>
>> First, all items should be tagged with the employee�s initials or name
>> (clh), then the next tag for all items should identify that it is
>> AMEX, MC, or personal expense (PersEx). Service Time would not have a
>> cc or PersEx tag. After that optional tags could be applied that can
>> be used to charge back to clients (BigCo, SmallCo, etc.). In addition
>> the boss might want to request that all employees tag expenses
>> associated with some event (like a conference) with some identifying
>> tag so that he can see how much was spent on it.
>>
>> One catch I see in this is that one employee may not give the same tag
>> name to a company that another employee would. Perhaps a naming
>> convention should be adopted by the company to minimize possible
>> discrepancies (first 4 characters of a client name + first 3
>> characters of client location). Or maybe, upon import, the boss could
>> �accept� an employee�s tag � assigning it �on the fly� to the client.
>> AMEX, MC, or personal expense (PersEx). Service Time would not have a
>> cc or PersEx tag. After that optional tags could be applied that can
>> be used to charge back to clients (BigCo, SmallCo, etc.). In addition
>> the boss might want to request that all employees tag expenses
>> associated with some event (like a conference) with some identifying
>> tag so that he can see how much was spent on it.
>>
>> One catch I see in this is that one employee may not give the same tag
>> name to a company that another employee would. Perhaps a naming
>> convention should be adopted by the company to minimize possible
>> discrepancies (first 4 characters of a client name + first 3
>> characters of client location). Or maybe, upon import, the boss could
>>
>> With these multiple tags a single report, ordered by tag name, would
>> show all AMEX expenses, then all MC expenses, then all Personal
>> Expenses (reimburseable), then summary reports of charges that will go
>> back to BigCo, SmallCo, and all expenses related to some event.
>>
>> Up till now I can only apply one tag name to an expense item. I can�t
>> With these multiple tags a single report, ordered by tag name, would
>> show all AMEX expenses, then all MC expenses, then all Personal
>> Expenses (reimburseable), then summary reports of charges that will go
>> back to BigCo, SmallCo, and all expenses related to some event.
>>
>> tell yet if the new features you have implemented will do the things I
>> have just mentioned. So far, on your new screen, when I select the tag
>> field, the screen freezes up.
>>
>> I�m looking forward to hearing if my requests are pie-in-the-sky or
>> have just mentioned. So far, on your new screen, when I select the tag
>> field, the screen freezes up.
>>
RHG
Dec 11, 2009, 1:36:04 PM12/11/09
to Expense Reports
Dave - please feel free to call to discuss or v-versa -- it may be
that I dont fully understand what if under the hood today!! ?
RHG
On Dec 10, 7:18 pm, David Barrett <dbarr...@expensify.com> wrote:
> Ah, you mean like Gmail "filters" where you specify a set of rules (eg,
> "match anything with this keyword and add to report 'x'") and they're
> automatically run whenever a new expense is created? It's definitely
> something we've considered but haven't added yet.
>
> I think this would be super cool for the power user, but I wonder how
> much use it'd get from the typical user. Right now we're trying to
> totally nail the mainline before branching too far out into the power
> user set.
>
> But once the core is nailed, do you think you'd use a feature like this?
> Can you describe -- in real-world terms -- how you'd use it?
>
> Thanks!
>
> >> Quickbooks so a seamless integration would be great but I don t look
> >> gets a check it just means all the accounting is complete.
> >> true reimbursable expenses. Mileage would be one of these.
> >> items everything would be clearly identified:
>
> >> First, all items should be tagged with the employee s initials or name
that I dont fully understand what if under the hood today!! ?
RHG
On Dec 10, 7:18 pm, David Barrett <dbarr...@expensify.com> wrote:
> Ah, you mean like Gmail "filters" where you specify a set of rules (eg,
> "match anything with this keyword and add to report 'x'") and they're
> automatically run whenever a new expense is created? It's definitely
> something we've considered but haven't added yet.
>
> I think this would be super cool for the power user, but I wonder how
> much use it'd get from the typical user. Right now we're trying to
> totally nail the mainline before branching too far out into the power
> user set.
>
> But once the core is nailed, do you think you'd use a feature like this?
> Can you describe -- in real-world terms -- how you'd use it?
>
> Thanks!
>
> -davidRHG wrote:
> > One Idea that would be great is the use of a KEYWORD. Perhaps the
> > KEYWord could be something you set within your Preferences to
> > automatically place a given expense within a report? I am thinking
> > this could be used in conjunction with TAGS that Identify the type of
> > expense. That way you can report across multiple dimensions.
>
> > Commets / Observations?
>
> > RHG
>
> > On Dec 9, 11:15 am, CLH <clhell...@gmail.com> wrote:
> >> I want to apologize right away for my lack of knowledge about
> >> Quickbooks. I have been evaluating Expensify for the last couple of
> >> months for my boss and it does almost everything we need for our
> >> company so I will make my suggestions and hope that others can
> >> ascertain the implications regarding Quickbooks my boss uses
> > One Idea that would be great is the use of a KEYWORD. Perhaps the
> > KEYWord could be something you set within your Preferences to
> > automatically place a given expense within a report? I am thinking
> > this could be used in conjunction with TAGS that Identify the type of
> > expense. That way you can report across multiple dimensions.
>
> > Commets / Observations?
>
> > RHG
>
> > On Dec 9, 11:15 am, CLH <clhell...@gmail.com> wrote:
> >> I want to apologize right away for my lack of knowledge about
> >> Quickbooks. I have been evaluating Expensify for the last couple of
> >> months for my boss and it does almost everything we need for our
> >> company so I will make my suggestions and hope that others can
> >> Quickbooks so a seamless integration would be great but I don t look
> >> at Expense reporting from that angle; I am looking at it from the
> >> point of view of the submitter.
>
> >> We use two company cards (AMEX and MC); these bills are paid by the
> >> company but need all the documentation and accounting of expenses by
> >> the employee. Approval of these expenses doesn t mean the employee
> >> point of view of the submitter.
>
> >> We use two company cards (AMEX and MC); these bills are paid by the
> >> company but need all the documentation and accounting of expenses by
> >> gets a check it just means all the accounting is complete.
>
> >> An employee may use their own cash or have other types of expenses
> >> that cannot be put on a company credit card and these need to be
> >> documented just like every other expense but these end up being the
> >> An employee may use their own cash or have other types of expenses
> >> that cannot be put on a company credit card and these need to be
> >> true reimbursable expenses. Mileage would be one of these.
>
> >> We have been very impressed with the way receipts can me emailed in
> >> and the way iPhones and Blackberrys can be used to photograph and
> >> email in cash receipts. Everyone in our company has an iPhone or
> >> Blackberry so these smartphone apps are a great convenience.
>
> >> Any one of these expenses may be charged back to a client. Clients may
> >> also be charged at specified rates for time spent performing service.
> >> At our company all employees are salaried so, while it is important to
> >> track time, the services fees are recovered for the company and are
> >> not reimbursed back to the employee.
>
> >> Expensify does a pretty good job of doing all of these things as long
> >> as you are willing to get multiple reports. The one thing it doesn t
> >> We have been very impressed with the way receipts can me emailed in
> >> and the way iPhones and Blackberrys can be used to photograph and
> >> email in cash receipts. Everyone in our company has an iPhone or
> >> Blackberry so these smartphone apps are a great convenience.
>
> >> Any one of these expenses may be charged back to a client. Clients may
> >> also be charged at specified rates for time spent performing service.
> >> At our company all employees are salaried so, while it is important to
> >> track time, the services fees are recovered for the company and are
> >> not reimbursed back to the employee.
>
> >> Expensify does a pretty good job of doing all of these things as long
> >> do well is to provide a summary of the expenses that will be charged
> >> back to a company. In order to identify these items they have been
> >> tagged (BigCo or SmallCo). You can easily get a report of the AMEX
> >> back to a company. In order to identify these items they have been
> >> items, then the MC items, and the rest are Personal Expenses, but the
> >> tagged items are spread across all these reports.
>
> >> I believe that if individual items could be tagged with multiple tags
> >> that one concise report could be issued, and if reported by Tagged
> >> tagged items are spread across all these reports.
>
> >> I believe that if individual items could be tagged with multiple tags
> >> items everything would be clearly identified:
>
> >> First, all items should be tagged with the employee s initials or name
> >> (clh), then the next tag for all items should identify that it is
> >> AMEX, MC, or personal expense (PersEx). Service Time would not have a
> >> cc or PersEx tag. After that optional tags could be applied that can
> >> be used to charge back to clients (BigCo, SmallCo, etc.). In addition
> >> the boss might want to request that all employees tag expenses
> >> associated with some event (like a conference) with some identifying
> >> tag so that he can see how much was spent on it.
>
> >> One catch I see in this is that one employee may not give the same tag
> >> name to a company that another employee would. Perhaps a naming
> >> convention should be adopted by the company to minimize possible
> >> discrepancies (first 4 characters of a client name + first 3
> >> characters of client location). Or maybe, upon import, the boss could
> >> accept an employee s tag assigning it on the fly to the client.
> >> AMEX, MC, or personal expense (PersEx). Service Time would not have a
> >> cc or PersEx tag. After that optional tags could be applied that can
> >> be used to charge back to clients (BigCo, SmallCo, etc.). In addition
> >> the boss might want to request that all employees tag expenses
> >> associated with some event (like a conference) with some identifying
> >> tag so that he can see how much was spent on it.
>
> >> One catch I see in this is that one employee may not give the same tag
> >> name to a company that another employee would. Perhaps a naming
> >> convention should be adopted by the company to minimize possible
> >> discrepancies (first 4 characters of a client name + first 3
> >> characters of client location). Or maybe, upon import, the boss could
>
> >> With these multiple tags a single report, ordered by tag name, would
> >> show all AMEX expenses, then all MC expenses, then all Personal
> >> Expenses (reimburseable), then summary reports of charges that will go
> >> back to BigCo, SmallCo, and all expenses related to some event.
>
> >> Up till now I can only apply one tag name to an expense item. I can t
> >> With these multiple tags a single report, ordered by tag name, would
> >> show all AMEX expenses, then all MC expenses, then all Personal
> >> Expenses (reimburseable), then summary reports of charges that will go
> >> back to BigCo, SmallCo, and all expenses related to some event.
>
> >> tell yet if the new features you have implemented will do the things I
> >> have just mentioned. So far, on your new screen, when I select the tag
> >> field, the screen freezes up.
>
> >> I m looking forward to hearing if my requests are pie-in-the-sky or
> >> have just mentioned. So far, on your new screen, when I select the tag
> >> field, the screen freezes up.
>
RHG
Dec 15, 2009, 8:33:06 PM12/15/09
to Expense Reports
something similar to that would be great - the other aspect would be
the abitly to look at the list of expense items and CHECK them off as
needed and APPLY a TAG to all checked messages en mass.... for fast
tagging and reporting on Tags... thoughts?
> >> ascertain the implications regarding Quickbooks my boss uses
> >> Quickbooks so a seamless integration would be great but I don t look
> >> gets a check it just means all the accounting is complete.
> >> true reimbursable expenses. Mileage would be one of these.
> >> items everything would be clearly identified:
>
> >> First, all items should be tagged with the employee s initials or name
the abitly to look at the list of expense items and CHECK them off as
needed and APPLY a TAG to all checked messages en mass.... for fast
tagging and reporting on Tags... thoughts?
> >> Quickbooks so a seamless integration would be great but I don t look
> >> at Expense reporting from that angle; I am looking at it from the
> >> point of view of the submitter.
>
> >> We use two company cards (AMEX and MC); these bills are paid by the
> >> company but need all the documentation and accounting of expenses by
> >> the employee. Approval of these expenses doesn t mean the employee
> >> point of view of the submitter.
>
> >> We use two company cards (AMEX and MC); these bills are paid by the
> >> company but need all the documentation and accounting of expenses by
> >> gets a check it just means all the accounting is complete.
>
> >> An employee may use their own cash or have other types of expenses
> >> that cannot be put on a company credit card and these need to be
> >> documented just like every other expense but these end up being the
> >> An employee may use their own cash or have other types of expenses
> >> that cannot be put on a company credit card and these need to be
> >> true reimbursable expenses. Mileage would be one of these.
>
> >> We have been very impressed with the way receipts can me emailed in
> >> and the way iPhones and Blackberrys can be used to photograph and
> >> email in cash receipts. Everyone in our company has an iPhone or
> >> Blackberry so these smartphone apps are a great convenience.
>
> >> Any one of these expenses may be charged back to a client. Clients may
> >> also be charged at specified rates for time spent performing service.
> >> At our company all employees are salaried so, while it is important to
> >> track time, the services fees are recovered for the company and are
> >> not reimbursed back to the employee.
>
> >> Expensify does a pretty good job of doing all of these things as long
> >> as you are willing to get multiple reports. The one thing it doesn t
> >> We have been very impressed with the way receipts can me emailed in
> >> and the way iPhones and Blackberrys can be used to photograph and
> >> email in cash receipts. Everyone in our company has an iPhone or
> >> Blackberry so these smartphone apps are a great convenience.
>
> >> Any one of these expenses may be charged back to a client. Clients may
> >> also be charged at specified rates for time spent performing service.
> >> At our company all employees are salaried so, while it is important to
> >> track time, the services fees are recovered for the company and are
> >> not reimbursed back to the employee.
>
> >> Expensify does a pretty good job of doing all of these things as long
> >> do well is to provide a summary of the expenses that will be charged
> >> back to a company. In order to identify these items they have been
> >> tagged (BigCo or SmallCo). You can easily get a report of the AMEX
> >> back to a company. In order to identify these items they have been
> >> items, then the MC items, and the rest are Personal Expenses, but the
> >> tagged items are spread across all these reports.
>
> >> I believe that if individual items could be tagged with multiple tags
> >> that one concise report could be issued, and if reported by Tagged
> >> tagged items are spread across all these reports.
>
> >> I believe that if individual items could be tagged with multiple tags
> >> items everything would be clearly identified:
>
> >> First, all items should be tagged with the employee s initials or name
> >> (clh), then the next tag for all items should identify that it is
> >> AMEX, MC, or personal expense (PersEx). Service Time would not have a
> >> cc or PersEx tag. After that optional tags could be applied that can
> >> be used to charge back to clients (BigCo, SmallCo, etc.). In addition
> >> the boss might want to request that all employees tag expenses
> >> associated with some event (like a conference) with some identifying
> >> tag so that he can see how much was spent on it.
>
> >> One catch I see in this is that one employee may not give the same tag
> >> name to a company that another employee would. Perhaps a naming
> >> convention should be adopted by the company to minimize possible
> >> discrepancies (first 4 characters of a client name + first 3
> >> characters of client location). Or maybe, upon import, the boss could
> >> accept an employee s tag assigning it on the fly to the client.
> >> AMEX, MC, or personal expense (PersEx). Service Time would not have a
> >> cc or PersEx tag. After that optional tags could be applied that can
> >> be used to charge back to clients (BigCo, SmallCo, etc.). In addition
> >> the boss might want to request that all employees tag expenses
> >> associated with some event (like a conference) with some identifying
> >> tag so that he can see how much was spent on it.
>
> >> One catch I see in this is that one employee may not give the same tag
> >> name to a company that another employee would. Perhaps a naming
> >> convention should be adopted by the company to minimize possible
> >> discrepancies (first 4 characters of a client name + first 3
> >> characters of client location). Or maybe, upon import, the boss could
>
> >> With these multiple tags a single report, ordered by tag name, would
> >> show all AMEX expenses, then all MC expenses, then all Personal
> >> Expenses (reimburseable), then summary reports of charges that will go
> >> back to BigCo, SmallCo, and all expenses related to some event.
>
> >> Up till now I can only apply one tag name to an expense item. I can t
> >> With these multiple tags a single report, ordered by tag name, would
> >> show all AMEX expenses, then all MC expenses, then all Personal
> >> Expenses (reimburseable), then summary reports of charges that will go
> >> back to BigCo, SmallCo, and all expenses related to some event.
>
> >> tell yet if the new features you have implemented will do the things I
> >> have just mentioned. So far, on your new screen, when I select the tag
> >> field, the screen freezes up.
>
> >> I m looking forward to hearing if my requests are pie-in-the-sky or
> >> have just mentioned. So far, on your new screen, when I select the tag
> >> field, the screen freezes up.
>
David Barrett
Dec 17, 2009, 12:49:25 AM12/17/09
to expense...@googlegroups.com
Great idea; a multi-tag function makes perfect sense. Thanks for the
suggestion!
suggestion!
-david
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