If you’ve updated to the latest version of our Android application, 3.0.103, you have witnessed the new face lift for our expense editor! We made some big changes to our Mileage, Time, Income and Regular expense editors to catch up with our iPhone UI. 2012 will certainly be the year of the Face Lift for ProOnGo. We’ve got some exciting changes that are slated to go live within the next month.
Download the new update and tell us what you think: Support@ProOnGo.com
Since our expense solution for QuickBooks has gained popularity, we’ve been receiving a lot of requests to support Classes. We just went live with our Class support for both QuickBooks Online and QuickBooks for Windows.
Just login to the ProOnGo Web Portal with your Intuit ID and we’ll automatically download your Classes as a new metric to label your expenses with. If you have any questions or any other requests so we can properly track your QuickBooks expenses, send an email to QBINFO@ProOnGo.com. Thanks!
We just launched a new video on our YouTube channel, Youtube.com/ProOnGoLLC, that demonstrates the device sync feature in ProOnGo, as well as shows a manager approving employee expenses from their iPad. Check out the video and make sure to browse to our YouTube channel to see more demo videos.
If you’ve been a ProOnGo Expense user for a while now, you might have noticed the last time you went to launch the ProOnGo Expense app, that we’ve made a change to our launch icon! Congratulations! You have sight!
If you’ve been a long-time user, you might have noticed that we’ve been putting in some effort at making our user experience a little more clean and graphically pleasing. This new icon change continues this new campaign, so we hope you like it.
If you have any questions/comments/feedback, don’t hesitate to shoot us an email: Support@ProOnGo.com
Hello everyone!
We just released an update to our mobile devices and Web Portal that will make understanding ProOnGo much more intuitive. We changed the expense state ‘New’ to ‘Draft.’ This way, our business users can have an implicit understanding that they must Submit their expenses to their manager in order to for their employer to Approve them.
Before, we would have users leave most of their expenses in the ‘New’ state, which pretty much rendered the ‘Submit’ state useless. While we couldn’t get rid of the ‘Submit’ state because there would be know understanding between an employer and employee of exactly when the employee is finished adding information to particular expense, we decided to change the ‘New’ state to ‘Draft’ so there is more of an instinctual understanding that the expense is not yet complete.
On the mobile application, we made sure to highlight this by making the ‘Save as Draft’ small text, while making the ‘Submit’ a button. Here’s a screenshot from our Android expense tracker:
Here is a graphic that illustrates this change:
As always, if you ever have any questions or comments, send us an email: Support@ProOnGo or a tweet @ProOnGo
We’ve made a lot of improvements recently to the way that our QuickBooks-compatible timesheets work, and a lot of our focus has been on making the workflow easy on both the employee and the manager/admin. Here’s how easy it is to use our timesheets feature:
1) Employees log in to www.proongo.com, and click on the “Weekly Timesheet” bar, in the Expenses tab:
Starting a QuickBooks Timesheet with ProOnGo.com
2) Employees fill out their timesheet, picking Customer:Job and Item:SubItem for each row, and typing in their hours for each day, and then pressing ‘Submit’:
Submitting a QuickBooks Timesheet with ProOnGo.com
3) Admins log in to www.proongo.com, and click on the “Weekly Timesheet” bar, then can click on any employee from the drop-down list. After doing so, they just review the employee’s submitted timesheet, and press APPROVE (or maybe DENY):
Approving a QuickBooks Timesheet with ProOnGo.com
After doing so, the ADMIN can send the time activities to QuickBooks anytime. Some of our clients like to send the info to QuickBooks right away; some like to do it once a week or once a month. The timing of sending the time activities to QuickBooks is really up to your preferences.
We implemented a brand new feature in the ProOnGo Web Portal this week; you can now filter out your expenses depending on whether or not they have a receipt.
This will make it infinitely easier for users that are looking to compile reports only of their receipt images.
To filter your expense list to only show receipt images, click on the Filter button (next to Reports) and choose Yes under Has Receipt?
As always, if you have any requests or feel like we could do better in some areas of our solution, feel free to send an email to Support@ProOnGo.com or send us a tweet @ProOnGo
With millions of companies using QuickBooks, and many of them using ProOnGo to track their expenses on-the-go, we get plenty of questions about the various ways to record and submit expense transactions — and usually the punchline is “which technique is right for me?”
For example, here are some questions we’ve heard recently:
We have some employees that use company-issued credit cards, and some that use their personal credit cards — how should our expense tracking policy differ for these situations? How do we file the expenses in ProOnGo, and where will they “land” in QuickBooks?
Our employees sometimes spend out-of-pocket and request reimbursement later; how should these transactions be accounted for? How do we file the expenses in ProOnGo, and where will they “land” in QuickBooks?
Sometimes we reimburse an employee simply by doing “Write Check” in QuickBooks. Is that a good idea, and how can we track the individual expenses that led to the total amount printed on the check?
For these and other questions that have tax implications, you should seek the advice of a tax professional, but we can certainly point you in the right direction so that you’ve got some talking points when you sit down with your CPA. To that end, we’ve created an interactive questionnaire that asks you plain-English questions about your reimbursement processes, and gives you some technical pointers of QuickBooks expense tracking techniques that you should consider. As you complete the questionnaire, you’ll end up with something like this:
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