Expensify – Expense on the Go
When it comes to tracking travel expenses, I am my own worst enemy. It can be so easy to crumple a receipt and forget about it. Then, at the end of the month when I go over expense reports I kick myself for it. One solution that works well for me is to go all digital. Mobile apps like Expensify make it so easy since I can scan the receipt and toss it. What about email receipts, though? Sometimes I forget what email I used or the email just gets lost altogether in my spam.
Connect your apps! Auto-forward Uber trip receipts to Expensify
Note: Even if a company has invited staff to its Uber Business Profile, that centrally managed Business Profile cannot be linked to Expensify. Instead, these steps help users add a new Business profile on their personal Uber account in order to forward ride receipts to their Expensify account.
Start by logging in to Uber on mobile. Then tap the three lines in the top-left to open the menu. Then select Wallet as shown below.
Next, scroll down to the Ride Profiles section and tap on Business. Now, as pictured, select the row ‘Email for receipt’ and enter the email address that you use to login to Expensify. When Uber sends your receipts to Expensify, this is how Expensify knows which user’s account to add the receipt.
After, tap on the row ‘Default payment’ and add your company credit card or other preferred payment info as the payment method that you want to use to pay for these business trips.
And finally, tap on the row ‘Expense provider’ to select Expensify.
Done!
The Redmond Accounting team has compiled all of our processes like this one into live interactive checklists to help you run your business efficiently. Our library of checklists spans from the basics of bookkeeping to cloud integration such as this. We’re enabling clients to manage their own books and go entirely virtual on their own, for much less than it would cost to have someone else do it.
If you’re looking to improve your bookkeeping workflow, schedule a complimentary consult so we can learn more about your business’s needs. We’d love to help you empower your business through accounting expertise and insight.
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