Let’s face it: doing expense reports is painful. You come back from a business trip with paper receipts literally falling out of every pocket and then you have to somehow organize them all into a legible expense report? Ugh. Welcome Expensify and Evernote, working together to make an incredibly unpleasant and dreaded task painless for every business traveler out there.
Connecting your Evernote account to your Expensify account
Expensify is a slick, free way to do your expenses. It’s a tool for individuals and businesses, that allows them to create expense reports using the receipts they have stored in Evernote.
To get started, simply visit the Expensify integration page. Click on ‘connect my accounts.’ From there, you’ll be asked to log into your Evernote account and authorize the integration. After you’ve connected your accounts, Expensify will automatically create a new “Expensify” notebook in your Evernote account. You can also connect your accounts while you’re logged into your Expensify account. Click on Settings in the top navigation. Then, click on “Connections.” Follow the steps to connect your Evernote account.
Imagine being on a business trip: you buy something and are handed a receipt. Before you put the receipt into your pocket, you can take a picture of it with Evernote, place the note into your Expensify notebook and proceed to throw the paper away. That’s it. The image will automatically be added to your receipts in Expensify. Voila.
Once your receipts are in Expensify, you can add them to a report, add comments and immediately send the report out for approval. No more spreadsheets, printing, stapled receipts, approvals, signatures, waiting, stress, etc.
Keep an archive in Evernote
Seamlessly moving receipts from your Evernote account into Expensify is just one cool aspect of the integration. After you’ve finished and submitted your expense report in Expensify, you can export the full report, including receipts, back into Evernote as a single searchable PDF. This is particularly helpful for tax time and also if you’re running your own business. A quick search for ‘Atlanta’ will help you locate how much you spent on a business trip a few months ago, and verify that you’ve been reimbursed for it.
The Evernote API
Expensify was able to do all this thanks to the open, free Evernote API. You can also create amazing Evernote-integrated apps and products. Take a look at our developer site for more information.
How will this integration make your expense reporting easier? Tell us what you do today and how this integration will help.