The “old world” of tracking expenses via an Excel expense report has millions of small business people trained to think that if expenses are being submitted or approved, that surely there is an Excel expense report that goes with it.
And over the years we’ve built quite a robust feature set around exporting Excel expense reports, all available to you. But only use it if you must: we hope that you never end up using that part of the product.
Why? Because new age expense reports really should be wholly managed via web-based workflow, never landing in and Excel expense report.
Excel Expense Report? That’s the “Old Way”
If your company uses ProOnGo to manage expenses, and you find yourself looking for your Excel expense report, we hope that you’ll call off the search for that report and instead simply submit your expense report to your manager using our web-based workflow. Just checkmark your expenses, then go to Bulk Actions → Submit all Selected:
…then, give your expense report a friendly name, and submit:
If you follow those steps, your manager ends up with those expenses showing as ‘Submitted’, so that he/she can approve via web, without ever opening Excel.
It’s Not That We Dislike Excel
It’s not that we dislike Excel. It’s simply that if you are already following a web-based workflow, an Excel report of those expenses becomes a duplicate, unnecessary business process… a burden and an extra step to manage.
On a side note, it’s for that reason that our welcome wizard now makes it very easy to consciously decide that you don’t need any Excel based expense reports at all:
Little UI cues like this are just our little way of starting to “nudge” you more and more to rely on the web-based workflow than on any legacy-style Excel expense report.