Today I am looking at Expensify the cloud solution for Expense Reports and Expense Management.
Today I’m going to look at the CONCIERGE AREA, which you find on the first welcoming screen once you have logged in.
Here is the Expensify login screen. Every day when you sign in, you have the pleasure of an image from a lovely travel destination. Here is one from Germany – shout out to all of you managing your expense reports while working in Germany.
I am signing in, and the first screen you will see is the Concierge area.
Let’s have a look at the Concierge area.
What I’m going to do is individually deal with these Concierge messages and once I have dealt with them, hide the messages where possible.
I encourage you to your work in a clutter-free environment, so you focus with minimal distractions, and maximum workspace available to you.
If I click on the arrow on the top right of the Concierge message box, I can expand or shrink these messages down
Let’s look at the Concierge messages.
The first message is notifying me of a change in pricing. I can click through via the hyperlink to read more about this. I don’t have the option to hide this message, so I shall just minimise it.
The second message is asking me if I am on the right policy. I am, so I shall minimise this support message.
The third message is asking me what I would prefer to be called. I have expanded the box, and here I can enter my work name if it is different. I can also upload or update a photo of myself, by selecting the button labelled Select File. The supported file types for the image are common formats including – JPEG, PNG, GIF, BMP. I have the option at the bottom of this box to hide this help message. I am going to click here to hide this message. Remember I want a clutter-free environment. I can unhide the message at any stage if I want – so don’t stress – you won’t lose it.
The final concierge message is asking me how frequently I would like to submit expense claims to my manager. If you click on this drop-down box, you currently have five options:
- Every Sunday night
- On the 1st and 15th of each month
- Once a month
- At the end of a trip after 2 days of inactivity
- When you manually submit.
I suggest you select one that suits your current needs but remember you can come back and readjust once you’ve started using Expensify if you think another option would work better with your work life.
Once you’ve used something for a while, and have a better understanding of how it works, it’s beneficial to review and refine the settings.
Once you’ve selected what suits you, click the button labelled Confirm.
I also have the option at the bottom of this box to hide this help message which I shall do.
At the very bottom of all the Concierge messages is the option to Show Hidden Tasks. I shall click here to display them.
Another message is now displayed. I click on the top right to open it up. It instructs me to forward all receipts to the email address firstname.lastname@example.org where SmartScan will automatically transcribe the merchant name, date and amount, from your receipt and add the expense to your account. Once you have digested that message, click the green button labelled Got it, thanks. Click the hide option at the bottom of the screen.
I also need to go back and hide this message, which I just unhid.
You can see now – if I look back at my Concierge screen – I have fewer messages.
So, I have shown you the Concierge area, we’ve read the different messages, and minimised the digital clutter on the screen.
If another message is generated, I imagine it will appear at the top, and you’ll be able to deal with it in a similar fashion.
Thank-you for watching.