Lots and lots of fixes, getting close!
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David Barrett
Dec 14, 2009, 4:24:32 AM12/14/09
to expense...@googlegroups.com
Just letting you know we've been working around the clock and have made
a *ton* of fixes. If you've been holding off, now would be a great time
to check it out!
https://www.expensify.com/?nextgen=true
A variety of problems remain (especially on IE), but on Firefox, Safari,
and Chrome it's getting pretty solid. In particular:
- QuickBooks import/export works
- Policies work
- International currencies work
- General report flow works
- Receipt management works
As for what doesn't, the list is long and full of all sorts of edge
cases. But the core is getting pretty good. Thanks for all the
comments so far, and I'm eager for any more -- especially on the
QuickBooks-export/policy part. That's a *huge* feature and I'd love as
many eyes as possible on it before launch.
Thanks!
-david
a *ton* of fixes. If you've been holding off, now would be a great time
to check it out!
https://www.expensify.com/?nextgen=true
A variety of problems remain (especially on IE), but on Firefox, Safari,
and Chrome it's getting pretty solid. In particular:
- QuickBooks import/export works
- Policies work
- International currencies work
- General report flow works
- Receipt management works
As for what doesn't, the list is long and full of all sorts of edge
cases. But the core is getting pretty good. Thanks for all the
comments so far, and I'm eager for any more -- especially on the
QuickBooks-export/policy part. That's a *huge* feature and I'd love as
many eyes as possible on it before launch.
Thanks!
-david
Sara M. Laidlaw
Dec 14, 2009, 1:08:25 PM12/14/09
to expense...@googlegroups.com
You have been working!
I had a little time Saturday and doodled some things to ask about.
It looks like you fixed the missing Scroll bar when you select the
categories.
And the Comment field is wider so you can see the whole thing.
I loaded FireFox so I can see. IE is unreadable.
I wish that the list was editable as a spreadsheet and just code the
expenses right on the list.
With drop downs for the categories, or being able to tab across the row
instead of it opening a new window each time.
On the Add Expense screen....
After you select the category and class code, and close, the check mark is
un-clicked. (?)
I coded a few before I noticed and then had to redecide what I wanted to
submit to the report.
The second tag is not listed in a column like the category is.
I'd like to look at the list and review it before sending it to the report.
I can't see the classes that I selected.
Is there a way to print the report before submitting it?
Security:
My husband is an IT Director for a large CPA firm. He is a security nut.
He is really bothered about the program storing the credit card passwords so
you can obtain the information automatically.
Even Intuit requires us to enter a password each time we decide to download
the activity.
He refuses to sign up and help me test Expensify. I was deeply disturbed
that I received my personal credit card detail in an email, which may or may
not be that secure, nor do I want my personal credit card activity coming to
my office. A notice that something is available should be enough. He said
that it is enough to worry about the credit card servers being hacked
without also worrying about 3rd party apps. Can we op out of having you
store this?
Thanks!
Sara Laidlaw
912-898-1707
I had a little time Saturday and doodled some things to ask about.
It looks like you fixed the missing Scroll bar when you select the
categories.
And the Comment field is wider so you can see the whole thing.
I loaded FireFox so I can see. IE is unreadable.
I wish that the list was editable as a spreadsheet and just code the
expenses right on the list.
With drop downs for the categories, or being able to tab across the row
instead of it opening a new window each time.
On the Add Expense screen....
After you select the category and class code, and close, the check mark is
un-clicked. (?)
I coded a few before I noticed and then had to redecide what I wanted to
submit to the report.
The second tag is not listed in a column like the category is.
I'd like to look at the list and review it before sending it to the report.
I can't see the classes that I selected.
Is there a way to print the report before submitting it?
Security:
My husband is an IT Director for a large CPA firm. He is a security nut.
He is really bothered about the program storing the credit card passwords so
you can obtain the information automatically.
Even Intuit requires us to enter a password each time we decide to download
the activity.
He refuses to sign up and help me test Expensify. I was deeply disturbed
that I received my personal credit card detail in an email, which may or may
not be that secure, nor do I want my personal credit card activity coming to
my office. A notice that something is available should be enough. He said
that it is enough to worry about the credit card servers being hacked
without also worrying about 3rd party apps. Can we op out of having you
store this?
Thanks!
Sara Laidlaw
912-898-1707
David Barrett
Dec 14, 2009, 2:59:47 PM12/14/09
to expense...@googlegroups.com
Thanks for the great feedback! Comments inline:
Sara M. Laidlaw wrote:
> You have been working!
> I had a little time Saturday and doodled some things to ask about.
> It looks like you fixed the missing Scroll bar when you select the
> categories.
> And the Comment field is wider so you can see the whole thing.
Great.
> I loaded FireFox so I can see. IE is unreadable.
Yep, today is IE day; we're working on a host of IE-related bugs right now.
> I wish that the list was editable as a spreadsheet and just code the
> expenses right on the list.
> With drop downs for the categories, or being able to tab across the row
> instead of it opening a new window each time.
Good idea. We've discussed inline table editing as an option in the
future, but first we're going to iron out the kinks with the current
dialog-based approach.
> On the Add Expense screen....
> After you select the category and class code, and close, the check mark is
> un-clicked. (?)
> I coded a few before I noticed and then had to redecide what I wanted to
> submit to the report.
Ahh, good point. The table is refreshed when you come back from the
"Edit expense" dialog, which causes it to lose the checkmark. We'll
take a look at how to preserve the checkmarks.
> The second tag is not listed in a column like the category is.
> I'd like to look at the list and review it before sending it to the report.
> I can't see the classes that I selected.
I don't quite understand this one: the "second tag"? We currently only
allow a single tag per expense. As for seeing the tag, it should appear
in square brackets ("[tag]") in front of the merchant name. Is it not
appearing for you? Alternatively, you can switch to "Detailed" layout
and it should be visible in a separate column.
Finally, we've considered adding a third "List" layout to the report
that just shows everything in one big table (similar to the expenses
dialog). Would this help?
I apologize for not quite understanding your comment.
> Is there a way to print the report before submitting it?
Aha, there's an "Export to PDF" option, but I realize now it was
accidentally removed from the pre-submit state. I'll make sure that
gets back in.
> Security:
> My husband is an IT Director for a large CPA firm. He is a security nut.
> He is really bothered about the program storing the credit card passwords so
> you can obtain the information automatically.
> Even Intuit requires us to enter a password each time we decide to download
> the activity.
I can completely understand the concern. This is without question the
most sensitive data we store, and is the primary justification for the
extraordinary security process we have in place. I imagine your husband
is familiar with the PCI-DSS (payment card industry data security
standard)? A core requirement of this is something called a "split
knowledge, dual control" encryption key. This key is stored in a "split
knowledge" way such that no individual knows the whole thing, and
requires "dual control" to activate -- very similar to the "turn two
simultaneous keys" technique used by nuclear launch silos. The result
is nobody can decrypt this information individually, not even me.
To clarify, however, Intuit does store this same information with
Mint.com (recently acquired by Intuit), as do others. It's crucially
sensitive information, yes, but this is precisely the type of
information Visa and MasterCard had in mind when they developed the PCI
security standard, and exactly why we adhere to it.
> He refuses to sign up and help me test Expensify. I was deeply disturbed
> that I received my personal credit card detail in an email, which may or may
> not be that secure, nor do I want my personal credit card activity coming to
> my office. A notice that something is available should be enough. He said
> that it is enough to worry about the credit card servers being hacked
> without also worrying about 3rd party apps. Can we op out of having you
> store this?
As for the monthly "here's your latest expenses" email, we hadn't had
any complaints about it for the 8 months we've been operational, but at
your suggestion we've already removed it. (And as an aside, it never
showed any billing information, and you always had the option of
unsubscribing from it in your Settings page.)
As for opting out, the online credit card import has always been a
purely optional convenience. You can upload your bank transactions
manually using the "Other / Upload" option, which means we never see
your username or password.
Does this make sense and help address your concern?
Thanks for all the great questions, please keep them coming!
-david
Sara M. Laidlaw wrote:
> You have been working!
> I had a little time Saturday and doodled some things to ask about.
> It looks like you fixed the missing Scroll bar when you select the
> categories.
> And the Comment field is wider so you can see the whole thing.
> I loaded FireFox so I can see. IE is unreadable.
> I wish that the list was editable as a spreadsheet and just code the
> expenses right on the list.
> With drop downs for the categories, or being able to tab across the row
> instead of it opening a new window each time.
future, but first we're going to iron out the kinks with the current
dialog-based approach.
> On the Add Expense screen....
> After you select the category and class code, and close, the check mark is
> un-clicked. (?)
> I coded a few before I noticed and then had to redecide what I wanted to
> submit to the report.
"Edit expense" dialog, which causes it to lose the checkmark. We'll
take a look at how to preserve the checkmarks.
> The second tag is not listed in a column like the category is.
> I'd like to look at the list and review it before sending it to the report.
> I can't see the classes that I selected.
allow a single tag per expense. As for seeing the tag, it should appear
in square brackets ("[tag]") in front of the merchant name. Is it not
appearing for you? Alternatively, you can switch to "Detailed" layout
and it should be visible in a separate column.
Finally, we've considered adding a third "List" layout to the report
that just shows everything in one big table (similar to the expenses
dialog). Would this help?
I apologize for not quite understanding your comment.
> Is there a way to print the report before submitting it?
accidentally removed from the pre-submit state. I'll make sure that
gets back in.
> Security:
> My husband is an IT Director for a large CPA firm. He is a security nut.
> He is really bothered about the program storing the credit card passwords so
> you can obtain the information automatically.
> Even Intuit requires us to enter a password each time we decide to download
> the activity.
most sensitive data we store, and is the primary justification for the
extraordinary security process we have in place. I imagine your husband
is familiar with the PCI-DSS (payment card industry data security
standard)? A core requirement of this is something called a "split
knowledge, dual control" encryption key. This key is stored in a "split
knowledge" way such that no individual knows the whole thing, and
requires "dual control" to activate -- very similar to the "turn two
simultaneous keys" technique used by nuclear launch silos. The result
is nobody can decrypt this information individually, not even me.
To clarify, however, Intuit does store this same information with
Mint.com (recently acquired by Intuit), as do others. It's crucially
sensitive information, yes, but this is precisely the type of
information Visa and MasterCard had in mind when they developed the PCI
security standard, and exactly why we adhere to it.
> He refuses to sign up and help me test Expensify. I was deeply disturbed
> that I received my personal credit card detail in an email, which may or may
> not be that secure, nor do I want my personal credit card activity coming to
> my office. A notice that something is available should be enough. He said
> that it is enough to worry about the credit card servers being hacked
> without also worrying about 3rd party apps. Can we op out of having you
> store this?
any complaints about it for the 8 months we've been operational, but at
your suggestion we've already removed it. (And as an aside, it never
showed any billing information, and you always had the option of
unsubscribing from it in your Settings page.)
As for opting out, the online credit card import has always been a
purely optional convenience. You can upload your bank transactions
manually using the "Other / Upload" option, which means we never see
your username or password.
Does this make sense and help address your concern?
Thanks for all the great questions, please keep them coming!
-david
Sara M. Laidlaw
Dec 16, 2009, 10:39:11 AM12/16/09
to expense...@googlegroups.com
> The second tag is not listed in a column like the category
is.
> I'd like to look at the list and review it before sending it to the
report.
> I can't see the classes that I selected.
I don't
quite understand this one: the "second tag"? We currently only allow a
single tag per expense. As for seeing the tag, it should appear in square
brackets ("[tag]") in front of the merchant name. Is it not appearing for
you? Alternatively, you can switch to "Detailed" layout and it should be
visible in a separate column.
I consider the category/account
and the class code or customer/job the second "tag."
The page shows the
account selected, but not the class code or customer selected.
(Class or
Customer depending on what was selected for the policy. I'd like both)
David Barrett
Dec 16, 2009, 1:03:14 PM12/16/09
to expense...@googlegroups.com
Ah, that makes more sense. As for the "second tag", it should show up
in brackets in front of the merchant name. For example, if you tag an
expense with the class/job of "Pizza Hut" there should be a [Pizza Hut]
inserted prior to the merchant name. Does this not work for you?
-david
Sara M. Laidlaw wrote:
> > The second tag is not listed in a column like the category is.
> > I'd like to look at the list and review it before sending it to the
> report.
> > I can't see the classes that I selected.
>
> /I don't quite understand this one: the "second tag"? We currently only
in brackets in front of the merchant name. For example, if you tag an
expense with the class/job of "Pizza Hut" there should be a [Pizza Hut]
inserted prior to the merchant name. Does this not work for you?
-david
Sara M. Laidlaw wrote:
> > The second tag is not listed in a column like the category is.
> > I'd like to look at the list and review it before sending it to the
> report.
> > I can't see the classes that I selected.
>
> allow a single tag per expense. As for seeing the tag, it should appear
> in square brackets ("[tag]") in front of the merchant name. Is it not
> appearing for you? Alternatively, you can switch to "Detailed" layout
> and it should be visible in a separate column./
> in square brackets ("[tag]") in front of the merchant name. Is it not
> appearing for you? Alternatively, you can switch to "Detailed" layout
Sara M. Laidlaw
Dec 16, 2009, 1:36:14 PM12/16/09
to expense...@googlegroups.com
In "create Report"
After adding the expenses to a report, I see:
After adding the expenses to a report, I see:
Date, Merchant, Category, Comment and Amount.
This is with matrix or detailed.
How do I get it to show me the class code or customer name that I selected?
And then you said at some point we will be able to print it to review?
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From: expense...@googlegroups.com
[mailto:expense...@googlegroups.com] On Behalf Of David Barrett
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