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
Many small businesses start out tracking their expenses and receipts using the most informal of all processes: a file cabinet or drawer that becomes the “landing zone” for expense receipts that have been reimbursed. We talk to many companies of the 1-5 employee size that are in exactly this situation. However, we also talk to companies in the 5-50 employee range that are just one step beyond that: they use an internally-created Excel spreadsheet format for their expense reimbursement request, and require that expense receipts either be scanned and attached, or submitted in original paper form to the person who approves the reports.
If this is the status quo at your company, you are not alone: we talk to hundreds of companies each month who have realized that they need to grow into a more sustainable process, and turn to ProOnGo for help. We can literally get you up-and-running with a sustainable workflow for your business expenses at any hour of the day or night, via our self-service business packages that include workflow support.
Rolling out an Expense Workflow Process to Your Small Business
Employees can use ProOnGo Expense on their smartphone, or use ProOnGo’s secure web portal, to create New expenses. After they’ve attached a receipt and categorized the expense, they can submit the expenses individually or in bulk to their manager, at which point it becomes a Submitted Expense.
Managers then receive the expense details via the ProOnGo web portal, where they see the merchant name, date, amount, receipt image, category, and other details. The manager can then Approve or Deny the expense. If denied, the employee has another chance to revise the expense and re-submit it (for example, if the reason for denial was simply that the description of the expense was inadequate).
Thank god you work in a small business, right? No bureaucratic hurdles to jump through just to be able to purchase some new coffee filters for the break room.
Unfortunately, most expense reporting software aren’t fans of this casual nature. It’s like every piece of software these days will not function unless you have a few yards of red tape you’re willing to string around the office.
Well, we here at ProOnGo understand that formalities might not always be necessary, and that what’s most important is getting the job done, not making sure you have followed all the steps.
That’s why we’ve given small businesses the option to ‘unformalize’ their expense adjudication. Adjudi-what? You know, approve or denying expenses.
If your small business expenses are hooked up with ProOnGo Expense, managers are given complete control over their employees expenses, and don’t have to wait on employees to ‘submit’ their expenses before they are included in an expense report.
With ProOnGo Expense, the manager just logs into the ProOnGo Web Portal and they instantly have access to their employees’ expenses. As the expenses are incurred by the employee, managers can edit, delete, approve or deny the expense, and populate it into an expense report.
So instead of waiting for employees to submit their expenses, managers just go and get ‘em. Stop wasting time and get your business running with ProOnGo Expense.
Many of our customers that come from other expense reporting solutions talk about the “black hole” that expense reports seem to go into, from the moment they are filed to the moment they are reimbursed. Employees wait needlessly for expense reports to be processed/approved/denied, oftentimes with at best a murky picture of “which payroll run” the reimbursement might finally be included on.
ProOnGo can help. If you are an employee submitting expense reimbursement requests through ProOnGo Expense, take a look at the Filter tab in the app, for an option that’s sure to give you the information you are looking for…
Need to know precisely, in real-time, which expenses have been denied – so that you can clarify and resubmit?
Need to know which expenses from your recent trip have been approved?
Need to know your total “approved” T&E spend, year-to-date?
Need to know how much money you have tied up in submitted, but not yet approved/denied, expenses?
For the answer to all of these questions, in real-time, tap the Filter tab and toggle on/off settings in the Expense States area. Use it in combination with other filter settings (like date range, filter by category, etc), to get an even clearer picture. Lastly, know that when you set the filter “just right” and return to the main expense list, the total sitting above the list will show the sum of just the set of expenses that you’ve filtered in on. Enjoy! Is your company still on an antiquated paper-based expense system? Show your manager how easy expense reimbursement workflow can be, with ProOnGo.
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