ProOnGo Blog

If you’ve followed ProOnGo for awhile, you’ll know our long history with turning your receipts into expense reports. Our Receipt Reader service first hit the market back in the days when most smartphone-toting road warriors were still carrying BlackBerry, Palm, or Windows Mobile, and kept growing as the era of iPhone, iPad, and Android took over.

So, it’s probably no surprise to hear that following on our integration with 18,630 financial institutions, we’ve now launched iPhone and iPad compatibility for our receipt matching capability, in our longstanding ProOnGo Expense app (make sure you have v3.34 or higher).

Expense Reports on iOS, with Receipt Matching

If you want every nitty gritty detail about how to use the new capability on iOS, click on this screenshot walkthrough, but more likely you only need to know a couple basics. First, before you try this, you really ought to set up credit card sync so that your expense list is full of recent transactions.

Second, just tap on the Credit Card Receipt item in the “Add” tab in ProOnGo Expense (and snap a receipt pic when your camera appears):

Expense Reports & Receipts for Matching

Third, a few minutes later, check your expense list, and you’ll see a paperclip icon next to the expense (or expenses) that now have receipts attached to them:

Expense Reports & Matched-Up Receipts

We’re excited to bring this new benefit to you, because from the beginning we’ve said that we want to take all of the keystrokes out of the expense reporting process. And, if you use the above technique in tandem with our auto-categorization feature which even supports your customized chart of accounts… well, if you use all of that, it’s totally reasonable (and likely) that your next expense report will involve literally no typing.

As always, your feedback is welcome!

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.