Accountants Group Assignment Cards

Before you can use our Company Cards feature, make sure you have a Corporate policy and that Domain Control has been enabled. All set? Let's get started!

This article covers:

What is the Company Cards feature?

Domain Admins can centrally manage and assign each company card to their respective holder with this feature enabled.  Employees' company card expenses will import into their personal Expensify account, and admins will see these reported transactions as soon as they are on a report on the company policy (note: admins cannot see these expenses if they're not placed on a report on the company policy). Better yet, when receipts are SmartScanned, they will automatically match with the corresponding card transaction (once the transaction has posted from the bank)!


Importing Corporate Cards in Domain Control

Central company card administrationis only available on the Corporate policy.

Admins also must have
Domain Control enabled. Once this is all set up, you can seamlessly manage your organization’s cards from Admin tab in Expensify by going to Admin > Domain Control > [select your domain] > Company Cards

For centrally managed business, corporate, or commercial cards, simply click Import Card/Bank, select your bank provider and input the master administrative login credentials. You will then be able to assign accounts to employees and set a start date for the expenses you'd like to appear in their account (note: most banks only provide a certain amount of historical data, averaging 30-60 days in the past). 

Employees cannot import these transactions by choosing a bank/card at Account Settings > Credit Card Import. Instead, employees are assigned commercial cards by their company’s Expensify domain administrator.

If you don't see your bank in the list, are having trouble connecting, or use commercial cards, you will want to pursue a direct commercial feed instead (this is actually our most recommended option, it just takes a little more effort to set up!). See below for what you'll need to do depending on card type! 

Visa

In order to make sure you get your Visa feed up and running as quick as possible, we’ve put together a step-by-step guide for the process. 

  1. If you have not already upgraded to the Corporate plan and set up Domain Control in your Expensify account, please do this now. You will need to complete both of these steps before you can assign your commercial cards to individual users. Click here to learn how to upgrade and set up Domain Control.
  2. Contact your banking relationship manager and request that your VCF feed be sent directly to Expensify. Feel free to share this information with them: "There is now a check box in your bank's Visa Subscription Management that they, or their BPS team, can simply click on to enable the feed. This now eliminates the need for a test file because Visa already has agreements in place with those 3rd parties to which they deliver the files."
  3. Please let us and your bank know the date from which you would like the transactions imported. For example, if you would like transactions to come into Expensify from July 1 onward, the bank will need to know that. 
  4. Please request that your bank send us the "feed filename" OR the following information (found in Visa Subscription Management) directly to help@expensify in an unencrypted fashion, either CCing you or naming your domain name.
  • Processor ID
  • Financial Institution ID
  • Company ID
  • Feed start date
  • Your domain 

Once we’ve confirmed the feed is live, you will be able to go to Admin > Domain Control > Company Cards to add user cards by assigning the last 4 digits of the card to the user’s email address.  In some cases, you may need to click on Update before the import will begin. 

MasterCard

These are the steps you'll need to follow for a MasterCard feed:

  1. If you have not already upgraded to the Corporate plan and setup Domain Control in your Expensify account, please do this now. You will need to complete both of these steps before you can assign your commercial cards to individual users. Click here to learn how to upgrade and set up Domain Control.
  2. Contact your banking relationship manager and request that your CDF feed be sent directly to Expensify in the MasterCard SmartData Portal. Please request that they send the following file type: CDF version 3 Release 11.01. Please also specify the date of the earliest transactions you require in the feed. 
  3. The bank will initiate delivery of the feed by finding Expensify in MasterCard's online portal. Once this is done, the bank will send you an email containing the distribution ID. Please forward this email along to Expensify.
  4. We will enable the feed on your account once we receive it from MasterCard. We cannot do this if you have not completed step 1.
  5. Then, we will instruct you to go to Admin > Domain Control > Company Cards to add user cards by assigning the last 4 digits of the card to the user’s email address. In some cases, you may need to click on Update before the import will begin. 

American Express

To begin the process, we’ll need you to fill out Amex's required forms via HelloSign (click this link to begin: https://www.hellosign.com/s/63209785). Once you've filled these out, we're sent a copy that we automatically forward to Amex for you. Once you're finished on HelloSign, all you need to do is sit back and wait for further word from us! Or Amex--if they need more information from you, they'll contact you directly. 

Please note that the Control Account Number will be a 15 digit number, which begins in 37 if the cards are US cards. It should be your Master or Basic Control Account number with Amex (if you have multiple BCAs under the same MCA, it’s best to use the MCA for the feed) — this is NOT a credit card number. You may need to contact American Express for your Control Account Numbers if you are unfamiliar with them. If you have a Small Business account, chances are you are not eligible for a feed and will need to use the baked-in Amex Business connection. 

Generally, once we’ve submitted these files to American Express it take an average of 2 weeks for them to process and send us the data file.

Once we receive the file, we'll add it to your Expensify account. When the file is added to your Expensify domain, from Domain Control (you will need to have this enabled in your Expensify account; learn how to do this here), you can assign cards to their respective user by going to Admin > Domain Control > Company Cards, clicking Assign New Cards, entering the user email and associated card number, and clicking ‘Assign’.

If you're having trouble with any of this, feel free to email us at help@expensify.com first. Please include information about what card type (i.e., Visa, MasterCard, Amex) you have in your email


Assigning Company and Commercial Cards

Once the company card has been connected in Domain Control, the Domain Admin will then have the option to assign each company card to the respective card holder. Please note that you cannot add one card to two accounts.

If you have multiple card feeds, you can select the correct feed here in the Company Card section:

Then, simply input the email address of your employee associated with their respective card number and click the Assign New Cards button. 

On the right-hand side of the credit card drop-down you will see a field for the transaction start date. This is the date that will mark the first date in which you'd like to start importing the card's transactions. Any transactions that were posted prior to this date will not be imported into Expensify. This field is optional. If you do not make a selection, it will default to the earliest available transactions from the card. Note: We can only import data for the time period the bank is releasing to us. It's not possible to override the start date the bank has provided via this tool.

Please note that if no transactions have posted on this card since you connected it to Expensify, then these card numbers will not appear in the dropdown menu. You will be able to assign the full card number to the employee if you have access to it--just type it in the box!

Once assigned, you will see each employee associated with their card:

If you're using NetSuite, Xero, Intacct, Quickbooks Desktop, or QuickBooks Online, you can also use the settings cog to the rightof the card to connect the card to a credit card account a specific credit card account. (Find out more about exporting company card transactions below.)

Managing and Updating Company Cards

To update an individual card, click the settings cog to the right of that cardholder and click Update. To update all cards at once, click Update All Cards.

If a company card holder leaves the company, simply click the settings cog and Unassign the card. You will then be able to reassign it if needed. 

Click Refresh Account List if there are any new company cards under this account. 

View Total Amount Spent and All Transactions on a Particular Card

Want to check out how much a particular cardholder spent during a specific timeframe? Enter the date range here, then Calculate to get those details.

Click the blue links to see all the transactions for this card, even if they have not been reported! 

Card Settings

Under the Settings tab, you can change the card settings.

Reimbursable and Billable Options

Here you can control the reimbursable and billable options for your employees' company card transactions.

  • Forcing "yes" for reimbursable will mark the expense as reimbursable (i.e. payable back to the employee) and the employee will not be able to change this.
  • Forcing "no" will mark the expense as non-reimbursable (i.e. not payable back to the employee). 
  • "Do not force" will default to non-billable or non-reimbursable, but will allow employees the ability to change options if needed.

Liability Type

  • The Corporate option will not allow employees to remove their company card expenses from the automatic report. 
  • The Personal option will allow them to remove their personal expenses. This applies only to transactions imported after this setting is saved. To provide flexibility while in the first months of setting this feature up, we recommend sticking with the default of "personal liability."

For Statement Reporting that will help group card expenses according to your bank's statement dates, check out our Automatic Statement Reporting guide.

Company Cards Expenses in Employees' Accounts

After a company card has been assigned to an employee’s account, the company card expenses will populate daily under the assigned employee's Expenses feed (just as reimbursable expenses would). All Company Card transactions will have a credit card symbol with a lock over them (rather than a cash symbol, for cash expenses). Please keep in mind that company card transactions cannot be deleted.  

When importing commercial card transactions under Amex (GL1025) feeds, we will filter out and not show the payment received transactions for paying off your Amex cards.


Exporting Corporate Card Transactions to Specific Credit/Debit Accounts in your Accounting System

Our QuickBooks Online, Quickbooks Desktop, Xero, Intacct, and NetSuite integrations include the ability to export your company card transactions from Expensify directly to the specific company cards set up in your accounting system. Here, we’ll go over how you can connect the company cards to accounts and perform an export.

Important Notes

Before you get started, you'll need to:

  • Have set up company cards in QuickBooks Online, Quickbooks Desktop, Xero, Intacct, or NetSuite
  • Have connected QuickBooks Online, Quickbooks Desktop, Xero, Intacct, or NetSuite to Expensify and have configured non-reimbursable expenses to export to credit card (for QuickBooks Online or Desktop) or to export to to Journal Entries or both Expense Reports and Journal Entries (for NetSuite) 
  • Have a corporate policy
  • Have enabled Domain Control and have imported a company card feed
  • Be a Domain Admin to link the cards, and to export these expenses to QuickBooks Online, Quickbooks Desktop, Xero, or NetSuite

Linking your company cards in Expensify to credit card accounts in QuickBooks Online, Quickbooks Desktop, NetSuite, Xero, or Intacct.

Do you need to link cards to different accounts in your accounting system?

  1. First, sync your QuickBooks Online, Quickbooks Desktop, Xero, Intacct, or NetSuite connection.
  2. Go to Domain Control and into the Company Cards section.
  3. Find the card that you want to associate with the credit card account in your accounting system.
  4. Using the cog on the right-hand side of the page, select the corresponding credit card account. 
  5. Done!

Exporting company card charges from Expensify to credit card accounts in QuickBooks Online, Quickbooks Desktop, Xero, or NetSuite

Once you’ve linked the cards in Expensify with the credit card account, exporting is as easy as ever. Just select the reports that you want to export, then click Export to and
then select your accounting system

Just a reminder: To export non-reimbursable expenses to specific credit card accounts, you’ll need to be a Domain Admin in Expensify. Exporting to your directly connected accounting system as a non-Domain Admin will result in the expenses being assigned to the default credit card account (assigned in the configuration window for your connection) as defined in the expense policy. 


Automatic Statement Reporting

You have the ability to auto-create reports for all company card transactions in a given statement period by enabling the Automatic Statement Reporting feature. This function automatically places all expenses in a given period onto a report so your employees don't have to, and emails them a reminder when their expenses are due! 


Company Card Reconciliation Dashboard

Reconciling your company cards has never been easier.  Expensify will allow you to confirm your statement amount, see which employees have outstanding expenses
and ensure all expenses are processed to your accounting system.

Learn about the company card reconciliation dashboard.

Reconciling Company Cards in Excel

Prefer doing things the old fashioned way?  Head to Admin > Domain Control > [Domain Name] > Loading Dock to download your company card transactions as a CSV.

Important notes:

  • Reconciliation reports can only be run for cards that have been assigned to an employee's email account via domain control. If the card is available in the dropdown menu on the Company Cards page of Domain Control, but hasn't been assigned, it will not appear in the reconciliation report. You also will not be able to run a reconciliation report for any card that was imported via an employee's personal settings in their own account.
  • Information on reports will not automatically update if any changes to expenses are made. Rerun the report by clicking the green ‘Rerun’ for the most up to date version of the report. 

Company Card Reconciliation Reports

Reconciliation allows you to run a CSV of all company card transactions imported from your bank. 

When generating a reconciliation report, you will be presented with a few options:

  • From and To: These fields allow you to select the date range (based on posted date) across which you wish to run reconciliation.
  • Report Type: This field allows you to choose whether you want to see all expenses or just unreported expenses in the reconciliation report.All Expenses will show you every expense that has been incurred on a corporate card. This includes both expenses that are on expense reports as well as expenses that have yet to be attached to expense reports.Unreported Expenses only shows expenses that have yet to be attached to expense reports.
  • Click here to download sample reconciliation report.

Columns to pay special attention to in the reconciliation report:

  1. Expense Status: This will be either reported or unreported. This status simply reflects if the expense is on a report or not on a report.
  2. Original Amount: This column will show the original amount of the expense as reported by the bank.
  3. Modified Amount: This column will show the modified amount of the expense, if there is any.
  4. Split: This column will indicate if an expense was split to create smaller/individual expenses.
  5. Report Name: Name of the report that that particular expense line is associated with.
  6. Report Status: Status of the report. Open means that it has yet to be submitted. Processing means that it has been submitted and is awaiting approval. Approved means that it has been final approved. Reimbursed means the report associated with the expense has been reimbursed, but does not specifically apply to the expense itself.

Travel Summary

Want to recap your company travel? We have a report for that! This report will show you the flight, hotel, and other itinerary items for each trip an employee has uploaded to our system. If a report is associated with the trip, you'll see the report name and status just under the booking name.

When generating a travel summary report, you will be presented with date range options:

  • From and To: These fields allow you to select the date range (based on booking date) for your summary.

Still looking for answers? Search our Community for more content on this topic!

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Problem solver. Communicator. Financial whiz. Running a small business involves wearing a lot of hats. If you’re looking to increase productivity and organization — or just make your life as an entrepreneur a little easier — a good business app might be just what you need.

To help you navigate the seemingly endless sea of business apps, we’ve compiled a list of our favorites and broken them down by category. The 25 apps in these categories can help you stay organized and in charge, no matter which hat you’re wearing.

JUMP TO BUSINESS APPS BY CATEGORY

Best business apps for finance and accounting

These apps can streamline all of your business’s financial tasks, including payroll and taxes, and give you a better picture of your company’s financial health. 

Gusto

This app, formerly known as ZenPayroll, streamlines your company’s payroll, tax and benefits process.

Features: In addition to managing online employee onboarding, Gusto automatically reports new hires to the government; handles all local, state and federal tax filings; automates deductions for benefits and workers’ comp payments; and emails digital pay stubs to employees.

Price: Gusto charges a base price of $39 per month plus $6 per month, per employee, for its Core payroll product; a business with 10 employees would pay $99 per month. It offers a one-month free trial. Gusto currently serves more than 40,000 businesses.

QuickBooks

QuickBooks’ accounting software helps you run your business and provides a sense of your company’s overall financial health.

Features: You can use QuickBooks to track your business’ sales and expenses; view financial statements, such as profit and loss reports; pay your employees and vendors; track unpaid invoices; and more.

QuickBooks connects to thousands of accounts — including your business bank account, credit cards, PayPal and Square — and uploads data from these sources seamlessly. It also simplifies doing your business taxes, as it tracks expenses and lets you upload photos of receipts from your phone. With QuickBooks Online, you can access QuickBooks on your iPhone, iPad, Android phone or Android tablet.

Price: Plans cost from $5 to $35 per month for the first six months and $10 to $50 per month thereafter. A 30-day free trial is available. It’s free to download with your QuickBooks Online subscription.

FreshBooks

This app gives small-business owners and freelance workers a simple way to manage and track invoices.

Features: FreshBooks lets you create personalized, professional-looking invoices; automatically bill your clients for recurring invoices; and accept credit cards on your mobile device. Other useful features include the ability to track and organize expenses from anywhere and create customizable business reports, such as profit and loss statements.

Price: FreshBooks costs $15 per month for businesses with up to five clients, $25 per month for businesses with six to 50 clients, and $50 per month for businesses with 51 to 500 clients. A free 30-day trial is available, and you can save 10% each month if you buy an annual subscription. The mobile app is available free for iOS and Android devices.

Wave

Wave is an easy-to-use accounting software platform specifically for small businesses, independent contractors and sole proprietors with nine or fewer employees.

Features: Wave lets businesses track sales and expenses, manage invoices and customer payments, pay employees, scan receipts and generate accounting reports. The company recently added free personal finance software to help small-business owners manage their finances in one place.

Price: Wave’s software is available for free download on the website; its free invoicing and receipt-tracking mobile apps are available for download in the Apple store. You’ll pay to accept credit card transactions (2.9% plus 30 cents for each transaction), for bank payment processing (1% per transaction) and for payroll management ($20 base fee plus $4 per employee, per month, for most states).

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Best business apps for communication

Communicating effectively is critical for the daily operations of small businesses. Here are some of the best communication apps to improve productivity within your company.

Addappt

Features: Addappt makes it easier to manage your contacts. It gives your business associates, friends and family the ability to update their contact information in your address book, provided they also use Addappt. You can also organize contacts into groups and send messages via the app.

Price: The app is free for iOS and Android users.

Fuze

Features: Fuze is a videoconferencing app that hosts online meetings for all devices and operating systems, including iPads and tablets such as the Samsung Galaxy. It offers high-definition video and crisp audio, and it’s easy to set up and download.

Price:  Small-business owners can contact the company for custom pricing.

Pushover

This app is a game changer for well-connected small-business owners with more than one phone or device.

Features: Pushoversends push messages to any smartphone and organizes messages and notifications from your devices in one common space. You can send 7,500 messages each month and receive an unlimited amount of notifications on Android and iOS devices and desktops.

Price: Pushover offers a free seven-day trial, then requires a one-time $4.99 purchase per platform.

Slack

Features: With Slack’s instant messaging platform, you can organize your team’s conversations into separate private or public channels or send a direct message. The app also makes it easy to drag, drop and share images, PDFs and other files right in the chat. It automatically indexes and archives any message, notification or file, and there’s no limit to how many users your business can add.

Price: You can try Slack for free; upgrading to a paid plan adds features and controls. The standard plan costs $6.67 per month for each user and comes with a full archive of your team’s message history, unlimited app integration, guest access and group calls, among other features. The Plus plan costs $12.50 per user, per month, and includes business grade features including single sign-on (SSO) authentication and compliance exports for all messages.

Skype

Competitors have tried to knock Skype off its videoconferencing throne, but the app remains effective and popular, with more than 10 million reviews on Google Play.

Features:You can use Skype to video or voice call anyone in the world; get up to 25 people together on a call; transmit video, photos and files of any size; share your computer screen; and send text or voice messages.

Price: The basic version of Skype, which allows calls with up to 25 people, is free. It’s also free to call other Skype users. Rates for calling mobile and landline numbers vary.

For larger businesses, Skype for Business is available via Microsoft Office 365. Prices range from $5 to $12.50 per user, per month. Skype for Business allows you to hold online video meetings and calls with up to 250 people.



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Best business apps for time management

Time is your most valuable asset. Here are some of the best time-management apps to help you organize your schedule and stay focused on the most important tasks at hand.

RESCUETIME

Features: This app automatically tracks time you’ve spent on applications and websites and sends you detailed reports and data based on your activity, giving you an accurate picture of how you spent your day. It works for Mac, PC, Android and Linux.

Price: RescueTime Lite is free. The premium version comes with added features — including alerts, the ability to block distracting websites, more detailed reports and filters — and costs $72 per year, with the first four months free, or $9 per month. You can try the premium version free for 14 days.

My Minutes

Features: If you find you can’t stay focused on your most important tasks — or you’re wasting too much time on Facebook — My Minutes can help you stay grounded by setting goals, such as “Spend only one hour checking email” or “Work out for 30 minutes.”

Price: The desktop version is free, while the app costs $2.99 for iPhone, iPad and iPod Touch.

OmniFocus

Features:OmniFocusshows users what’s due and when, reviews completed tasks and syncs between your phone and desktop. It works with iPhones, iPads, Macs and Apple Watch.

Price: The standard iOS version costs $39.99 and the Pro version costs $59.99. The Mac desktop application costs $39.99 for standard and $79.99 for Pro. A 14-day free trial is available. OmniFocus also offers a 30-day return policy when you buy its apps from its website. 

TripIt

Features: TripItconsolidates your travel plans into a single, master itinerary that you can access at any time and on any device, regardless of the website you used to buy your ticket. Users must forward all their travel emails to TripIt, and the app takes it from there. You can also check departure times and delays, find directions to the airport and view weather reports.

Price: TripIt’s basic app is free; TripIt Pro costs $49 per year, and TripIt for Teams starts at $29 per month for up to 10 users. Both plans come with a 30-day free trial. The app works on iPhones, iPads, Android and Windows Phone 7, as well as Macs and PCs.

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Best business apps for mobile payment

Mobile payment apps allow your business to accept payments from customers on the go, and they can track business expenses. Here are our top options.

PayPal HERE

Features: PayPal reacted to the emergence of Square — more on that product below — by creating an app that lets businesses attach PayPal’s card reader to a tablet or other device and use it as a portable register. The PayPal Here app is ideal for businesses that need to get paid on the go.

Price: The first mobile card reader is free, and additional readers cost $14.99. A chip card reader costs $79.99 and lets you process chip cards and contactless payments such as Apple Pay.

PayPal charges 2.7% per swipe for mobile and in-store payments, 3.5% plus 15 cents for keyed sales, and 2.9% plus 30 cents for online payments and invoicing transactions. Its Payments Pro plan costs $30 per month and comes with added features, including the ability to host and customize your online checkout.

Square

Features: This payment app is a good fit for businesses such as food trucks, beauty salons and retail shops. Its users get a small, portable card reader that attaches to a phone or another mobile device to take fast, convenient payments.

Square also offers a point-of-sale system called Square Register for businesses with a brick-and-mortar store.

Price: Square’s pricing varies by hardware.

  • Its reader for magstripe is free and costs 2.75% for payments made by swipe
  • Its reader for contactless and chip payments costs $49 and 2.75% for payments made by tap or dip
  • A stand for contactless and chip payments costs $169 and 2.75% for payments made by tap, dip or swipe
  • Square Register costs $999 or $49 per month for 24 months, and each transaction costs 2.5% plus 10 cents per tap, dip or swipe


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Best business apps for organization

Stay on top of all of your errands and work tasks with these top organization apps.

Asana

Features: If your business is looking to improve its communication and collaboration, look no further than Asana. The web-based and mobile app lets you view all tasks and projects and follow progress on the Asana board, and you can share notes, upload files and communicate without having to rely on email. Asana also integrates with Google Drive and Dropbox to attach files, and with Slack for communication to post updates to a Slack messaging channel.  

Price: Asana’s basic version is free for up to 15 team members. Its premium version is $9.99 per member, per month, with no team member limit, and it includes advanced features. The app is available to download for free on iOS and Android.

PROVEN

Features:Proven helps you organize your hiring, letting you post all your job listings to multiple job boards with one click on your smartphone. You can also sort through dozens of application responses in just minutes; categorize applicants into “yes,” “no” and “maybe” buckets; and note when you follow up with a candidate.

It’s an especially good fit for companies that have sporadic hiring needs, such as restaurants and retail, or for an entrepreneur who juggles multiple business tasks and needs to save time on hiring.

Price: Proven is free to download on iOS and Android and offers a free 10-day trial. The cost to use the platform depends on the number of jobs you need to post and boards to which you need to post them, as well as whether you opt for premium job boards. Pricing starts at $99 to post for one job; the more jobs you post, the lower your cost per listing.

Boxmeup

Features: The Android appBoxmeuporganizes and tracks your packages, containers and other bulk storage items. It allows you to print the proper QR labels, which you can scan with your phone to access a list of items in each container at any time. There’s no iPhone app, but you can access Boxmeup’s mobile website using an iPhone.

Price: Boxmeup is free to use.

Evernote

Features: This is the app for syncing notes across mobile and desktop devices. To-do lists, reminders and notes about ideas are accessible across your devices.

Price: Evernote’s pricing depends on the plan you choose.

  • The free version lets users upload up to 60 megabytes of data per month, which you can sync across two devices
  • The Plus version costs $34.99 per year and features monthly uploads of 1 gigabyte, and lets you access notes when you’re offline, save emails to the app and access customer support via email
  • The Premium version costs $69.99 per year and offers 10 GB of data per month and other features including the ability to search for text in PDFs and Office docs. The Business version costs $12 per user, per month, and comes with added team and administrative features.

Trello

Features: Trellois an easy-to-use project management app that tracks your team’s workflow. Each card you create on a Trello board represents an assignment or task. You can add members, comments, attachments, checklists, due dates, and labels and stickers to make the cards as descriptive as possible. Whenever you change a card, Trello notifies each member via email and on mobile devices.

Price: The app is free to use on the web and for iOS and Android devices.

Its Business Class version costs $9.99 per user, per month, and comes with extra features, including integration with apps such as Slack, Dropbox and Evernote. The integration with Slack lets you send Trello cards directly to a Slack channel and associate a Slack channel with a Trello board — or attach notes to your Trello cards automatically.

Its Enterprise version costs $20.83 per user, per month, when billed annually and is intended for large companies managing multiple teams in Trello; the per-user cost drops for groups of more than 300. This version offers dedicated account managers and added security features.

KanbanFlow

Features: Managers can use KanbanFlowto assign tasks, upload documents and file attachments, schedule due dates and visualize overall workflow. The Kanban board is divided into columns to give you an overview of your current work situation. You can also divide tasks into subtasks to track progress more easily, and filter tasks to view only the ones that are assigned to you or someone on your team.

Price: KanbanFlow’s basic version is free and works on most smartphones, PCs and Macs. A premium version costs $5 per user, per month, and comes with features such as file attachments, revision history and a flow diagram that lets you analyze work history.

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Other favorites

Here are some of the most popular and effective apps on the market.

Expensify

Features: Expensify makes keeping track of business trip expenses less painful. You can link your credit or debit card to your Expensify account so the app will place charges directly on an expense report. Or, if you prefer, you can take pictures of your receipts with your phone, and Expensify will automatically extract the relevant information. You can then make an expense report yourself, which takes only a few minutes.

Price: Expensify costs $5 per month per active account for team users — startups, nonprofits and small teams — and $9 per month, per active account, for corporate users. The app is available for iOS and Android devices and on all desktops.

DROPBOX

Features:Boasting 500 million users and 200,000 businesses, Dropbox is the most popular platform on which to store and share files on the cloud. It’s especially useful for companies that need a reliable way to share information with telecommuters.

Price: Dropbox offers a standard team plan starting at $12.50 per user, per month (when charged yearly), starting at three users. Its advanced team plan costs $20 per user, per month (when charged yearly), starting at three users, and includes unlimited storage space, advanced user management tools and other features. Dropbox offers 30-day free trials and works on all devices and operating systems.

MailChimp

Features: This email marketing tool helps you build and manage your mailing lists and easily create and send newsletters. You can also build and customize email templates and view performance reports about your emails. This information can help you send your customers more relevant emails.

Price:MailChimp‘s pricing depends on the number of subscribers you have. It’s free to send up to 12,000 emails per month if you have up to 2,000 subscribers.

Polaris Office

Features:Polaris Officeis a reliable alternative to Apple’s iWork that lets you edit, create and sync Microsoft Office files from anywhere on your phone or device, as well as view PDF files.  

Price: The basic version is free, while the smart version costs $3.99 per month or $39.99 a year, and the pro version costs $5.99 per month or $59.99 per year. The latest version of the app received a rating of four out of five stars on Google Play and was named 2015’s best app by the site.

Updated Jan. 02, 2018.

NerdWallet staff writer Tony Armstrong contributed to this article.

 

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