ProOnGo Blog

Posts are primarily about QuickBooks, Xero, expense reports, and other topics useful to small business owners, CPAs, and ProAdvisors.

 


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Windows Mobile app

Email to Receipt Reader Demo

Monday, July 19th, 2010

To make things easier, we’ve made a demo showing how a user can email their receipts to our Receipt Reader.  Check it out:

[youtube=http://www.youtube.com/watch?v=_pMn3K4SkEI&hl=en_US&fs=1]

ProOnGo and PayServ Systems Partner for Receipt-to-Reimbursement Solution

Monday, April 5th, 2010

On Thursday last week we announced our new partnership with PayServ Systems – some of you saw the press release and sent in questions to our support line.  Great to hear from those of you that did.

However, we’re betting that many of you would prefer watching a video of how it works, rather than reading a press release — so we put together a quick video showing how ProOnGo and PayServ work together on BlackBerry (our Windows Mobile, Android, and iPhone solutions are integrated in almost exactly the same way).  So, tap on the video here to see it in action!

Video of ProOnGo/PayServ Solution

Video of ProOnGo/PayServ Solution

Basically, if your company uses ProOnGo, and also uses PayServ Systems for payroll, all you have to do is:

1) Create your expenses in ProOnGo “the normal way”

2) Your manager (set up through ProOnGo) will get a notification about your expense reimbursement request

3) If your manager approves the expense, through our web site, the expense reimbursement will come through on your next payroll deposit.

Sound easy?  It is easy.  We use it ourselves, and it sure beats passing around spreadsheets of expenses via email and having your company’s payroll guy or gal manually enter the reimbursements during their payroll run.

Feedback?  Find us on Twitter as @ProOnGo or shoot us an email at support@ProOnGo.com.

Windows Mobile users: will you make the jump to Windows Phone 7 Series?

Wednesday, March 10th, 2010

There has been a lot of buzz about Windows Phone 7 Series — CNET calls it a “Complete Reset“, Engadget says “Microsoft is Playing to Win“, and Gizmodo says “It’s Awesome“.

We know many of you are loyal fans of Windows Mobile — we see it in our sign-up numbers — but we also get fairly frequent questions on our support line from users who are switching from Windows Mobile to Android, or Windows Mobile to iPhone, and want help switching their account over.  This got us thinking — will all of you current Windows Mobile owners hang on for Windows Phone 7 Series (WP7S), or will you have already picked up some other hot new phone by the time WP7S hits the market around the holidays?

Windows Mobile owners — let us know at support@ProOnGo.com (or tweet to @ProOnGo) whether *you* will be amongst the first to get a Windows Phone 7 Series, or whether you are making the leap to another smartphone by then.  We want to hear from you, since your vote helps us decide how much development effort we’re going to invest in each new smartphone OS that hits the market.

ProOnGo Expense Now Compatible with HTC Touch PRO 2

Friday, February 26th, 2010

HTC Touch PRO 2 fans, we haven’t forgotten about you!

Over the past few weeks, we’ve heard from quite a few people who are big fans of this phone, and want a version of ProOnGo Expense for it.  And who wouldn’t like the Touch PRO 2 — its got a great screen, thumb-friendly slide out keypad, and the signature “tilt” look that started back with the HTC 8925 and lives on today in this phone.

ProOnGo Now Compatible with HTC Touch PRO 2

ProOnGo Now Compatible with HTC Touch PRO 2

Well, with the version of ProOnGo Expense that we just posted on ProOnGo.com, we’re now compatible with this great phone (Windows Mobile Marketplace users – download from ProOnGo.com this time – Marketplace hasn’t yet approved our latest release).  Here’s how to get it:

* From your HTC Touch PRO 2 just visit www.ProOnGo.com, and we’ll direct you to a simple page with little more than a download link

* Or, from your PC/Mac, browse to http://www.ProOnGo.com/wmdownload.php and save the CAB to your device (this way is for advanced users)

What took so long to get ProOnGo working on this phone?  Well, most new Windows Mobile phones that hit the market work fine with ProOnGo Expense from day #1, but this one had a few tricks up its sleeve for us, and in particular many would-be users were reporting that the old version of ProOnGo would cause their camera app to “freeze” when they took pictures from within ProOnGo.  Those days are now behind us, thanks to the outstanding crew of engineers at ProOnGo who figured out and solved the problem.  So, HTC Touch PRO 2 owners, please enjoy ProOnGo Expense, and let us know what you think at support@ProOnGo.com.

Last but not least, this post goes out to one particularly dedicated fan out there, Jim L., who just kept on calling with feedback and making sure we got this one done right.  Here’s to you, Jim!

ProOnGo Expense sync with QuickBooks Online

Monday, February 22nd, 2010

One of the more valuable features we have heard from our subscribers is the ability to automatically sync your expenses with QuickBooks Online.

As soon as you import a new expense into the app, ProOnGo Expense will ask you whether or not you’d like to sync that expense with your QuickBooks Online account.

We just posted a video on ProOnGo.com demonstrating this feature.  Tell us what you think!

ProOnGo Expense sync with QuickBooks Online

ProOnGo Expense sync with QuickBooks Online

Use ProOnGo Expense? We Want to Hear From You!

Tuesday, February 16th, 2010

Here at ProOnGo, we’re continually developing our apps to make sure we deliver fast, effective apps for your business needs.

We really value your opinions and want to know what we’re doing right and what we can do better.  The best insights have come from subscribers and a lot of our features and improvements have come from suggestions.  We can’t tell you enough how helpful this is.

We’d love to receive some comments and emails telling us about your experience with ProOnGo Expense.  So please send us your suggestions and we’ll keep up our end at giving you the easiest way to track your expenses.

support@proongo.com

BusinessWeek names ProOnGo amongst Most Popular Apps

Monday, October 26th, 2009

Pick up this week’s BusinessWeek for an insightful look at some of the best mobile apps for businesses – ”a digital briefcase for workers on the go” as they call it.  The 5 business apps that the BusinessWeek profiled included old favorites like LinkedIn and SalesForce Mobile, with ProOnGo right there amongst them.  Read more here:

http://www.businessweek.com/magazine/content/09_44/b4153046884402.htm

QuickBooks Online Edition — from your phone!

Monday, August 3rd, 2009

QuickBooks Online EditionEveryone has heard of QuickBooks, or at least every small business owner has.  Its the accounting package that so many have come to rely on, to manage everything from revenue and expenses to payroll to tax filings.

And now, ProOnGo Expense comes with QuickBooks Online Edition integration.  That’s right, from your phone you can take a picture of a receipt, let ProOnGo turn that receipt into an expense entry, and you can then upload the expense entry right into your QuickBooks Online Edition account.  Expense reporting doesn’t get much easier than that!

The first time you use ProOnGo with QuickBooks Online Edition, you might want to plan about 30 minutes to go through the process of getting the two talking to each other, but we’ll make it easy with some web videos.  The best way to get started is to download the latest version of ProOnGo to your phone (browse to www.ProOnGo.com from your phone to get the latest), then:

1) On your BlackBerry, in ProOnGo, choose the “Submit to QuickBooks” menu item.  Or on your Windows Mobile, in ProOnGo, tap-and-hold on any expense and choose “Submit to QuickBooks”

2) Follow the steps that show up on your phone screen

3) When you get to the point where you are asked to go to your PC/Mac and browse to www.proongo.com/qb.html, check out this video that will help you through the process:

Configuring QuickBooks Online Edition for ProOnGo Expense

Got a custom Excel Spreadsheet for your expenses?

Monday, July 27th, 2009

Over the past few months we’ve had quite a few emails come in to our support line (support@proongo.com) that ask if ProOnGo can save expenses into a custom-formatted expense spreadsheet.  After all, expense report formats are never “one size fits all”.

Custom Expense Report SpreadsheetWell, after looking at a number of ways to make this possible, we’ve now released an update to our Windows Mobile and Blackberry expense software that will let you export XML that is suitable for importing into Excel 2003 or Excel 2007.  From there, you can do all kinds of complex mappings of XML fields into your expense report.

Whether you just have different column names than our default format, or whether the difference is more complex (such as a tabular spreadsheet format), either way you’ll be able to get the data to the right place by importing your ProOnGo Expense file as XML, and mapping the fields to the right cells in Excel.

Here is a simple tutorial that shows how to get started with importing XML, but if you have any trouble getting your spreadsheet to soak up XML data, just email us at support@proongo.com and we’ll help.

No receipt? Don't want to print? Take a picture of your monitor with ProOnGo

Tuesday, June 23rd, 2009

I’ll admit, I often buy things online.  After purchasing, you get this order confirmation number in your web browser.  What do you do with that purchase confirmation?  If you are being good, you print it out or write it down somehow, but I’d be willing to bet that a lot of people just close the window. This can be dangerous if you ever need to confirm your purchase.  Printing is a good idea too, but what if you don’t have access to a printer?

I think I have a better method.  Since I always have my phone on me, I just launch ProOnGo on my phone and take a picture of my monitor.  It doesn’t matter where I am, what computer I am on, etc.  Now I have the expense (along with a confirmation number) neatly filed away with my other ProOnGo expenses.

Here is an example just from today.  There is a nice little BlackBerry utility named StopTilt (available through AppWorld) that prevents the Storm screen from rotating when I don’t want it to.  So, I purchased the utility.  After purchasing, I got a nice confirmation from AppWorld, but how do I file it away?  Here is what I did:

  1. Took a picture OF MY MONITOR with ProOnGo
  2. Used the image editor from ProOnGo to scratch out details (see screenshot)
    1. NOTE: see the writing on the receipt?  That was added using the ProOnGo privacy editor.  For personal use I might leave the order number too but not for this blog!
  3. Submitted to the Receipt Reader Service so now (without typing!) I have an expense filed away with the merchant, date, and amount

Picture of Monitor with Purchase Confirmation

Now if I need to reference that ‘receipt’ later I have all the info I need at my fingertips (literally, because it is in my phone!).

Do you use ProOnGo to take pictures of anything besides just standard receipts?  If so, please add a comment here.  Or if you are wondering if we handle other types of weird receipts (or things that really aren’t technically receipts), I suggest you download ProOnGo put it to the test.

Thanks for reading!

Dave