Is anyone using an expense management for users in the field to them import into QuickBase? We track expenses (expense table) to our projects. We are looking at apps like Expensify, Concur, Navan (or similar app) to capture receipts and data (most have an smartscan feature). We are looking to see if any app has a better connection to export data to QuickBase/Pipeline rather then manually sending the data over.
I had a customer on Concur. The integration was very complex and the Concur costs were high.
In the end they transitioned to a QB App for expenses. To match the key functionality of Concur, they added a person in house to take travel requests and do the airline, hotel and rental car booking. This was captured in Quickbase and reported back to the User. The cost savings more than paid for the FTE.
Thanks. I could see how that would make for some complexities with Concur. Our issue more just for capturing receipts and adding into QuickBase. Example, our employee eats lunch on the road. He captures the receipt (image or scan), then enters the expense data on the project in QuickBase. We have expense table we have been using for years (date, merchant, category of expense, price).
We are looking to use, for example, Expensify - snap a picture of the receipt with their smart scan it pulls the data. We can always do a manual export each month to QuickBase. Looking for possible intregations that automate it a little bit to pull that data from the app to QuickBase.
Expense capture is also done in QB directly by the users as you describe. Taking pictures with a phone camera and inserting them is supported in QB. If you would like a demo, I can show you how it works. Reach out and we can set something up.
