Expensify - Expense Management

Expensify delivers expense reports that don't suck. And now with Zubie, mileage tracking doesn't need to suck. Zubie's always-on connection means you never have to worry about missing a reimbursable trip.  Learn more at zubie.com/apps.

 

Connect Expensify:

  1. Login to the Zubie App, and open Apps > Expensify in the menu.
  2. Login to your Expensify Account.
  3. Choose which trips you'd like to send to Expensify.  By default, only trips you tag as "Business" are sent to Expensify.  Or you can send all trips to Expensify by selecting one or more vehicles.
  4. That's it!

Managing your Mileage Expenses

Getting trip details and mileage into Expensify is easy!  

 

Option 1:  Tagging Trips as Business

  1. As you complete trips, simply open the Zubie App or Web View, and tag trips as Business.   You can do this one-by-one in the Live Map, or go to Trip History list and select multiple trips to bulk-tag trips as Business.
  2. Zubie will automatically send Business trips to Expensify.  You'll see a new tag "E" or "Expensed" confirming the trip was exported.
  3. In Expensify, just search for "Zubie" in your list of unreported expenses to choose trips, and attach them to an Expense Report.

Option 2:  Automatic Trip Exporting

  1. If you chose one or more vehicles in Step 3 of the setup process, all trips will automatically get sent to Expensify as they are completed.
  2.   You'll see a new tag "E" or "Expensed" confirming the trip was exported.
  3. In Expensify, just search for "Zubie" in your list of unreported expenses to choose trips, and attach them to an Expense Report.

Other FAQ

 

  1. How are mileage costs calculated?  The default mileage rate you have setup in Expensify is applied.
  2. Does this comply with IRS requirements for mileage receipts?  Yes, it does!
  3. Can I change my settings?  Yes, just repeat the Connect to Expensify steps above.
  4. Can I unlink my Zubie account?  Yes, in the Zubie app, go to Zubie > Apps > My Apps and swipe left to Delete the connection.
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