ExpensAble Desktop FAQs

We will no longer be offering support for any of our ExpensAble desktop offerings after April 2, 2018.

What does “no longer offer support” mean?

As you have in the past, you can continue to use your desktop solution for the foreseeable future. However, beginning April 2, 2018, Insperity will no longer offer technical support via phone or email.

How do I export years of data from the desktop solution?

You can export ExpensAble data in several ways.

From the File menu,  choose Export and then choose from the following file types:

  • XML  –  Save a XML (Extensible Markup Language) version of the report.
  • PDF  –  Save a PDF (Portable Document Format) version of the report.
  • IIF  –  Save the envelopes whose expenses you want to copy into QuickBooks. All expenses for an individual employee in ExpensAble appear as one reimbursement transaction in Quickbooks.
  • Transfer to Excel  –  Transfer transactions from one expense report to a specifically linked Excel report file.

How do I generate reports for later reference/use?

ExpensAble Desktop v. 7

  1.  From the Reports menu, choose Analysis Reports
  2.  Select the report (most commonly used report is “Expense Types”)
  3.  Click Customize to customize the report data (date range, etc.)
  4.  Make the appropriate selections
  5.  If multiple years of data is contained in ExpensAble Desktop, we recommend creating this report by calendar year or fiscal year for each year of data
  6.  Print the reports and/or print to PDF to save for later use

ExpensAble Desktop v. 9

  1.  Click on Analysis Reports
  2.  Select the report (most commonly used report is “Expense Types”)
  3.  Click Customize to customize the report data (date range, etc.)
  4.  On the Amount tab,
    1.  Click on the “Report Date Using” field and set the value to “Transaction Date”
    2.  Click on the “Report Date” field and choose “Include all dates” or enter a custom date range.
    3.  If multiple years of data is contained in ExpensAble Desktop, we recommend creating this report by calendar year or fiscal year for each year of data.

For additional information, download the appropriate User Guide:

ExpensAble Desktop V.7 User Guide

ExpensAble Desktop V.9 User Guide

How do I transfer data to the online solution?

Because our ExpsensAble Express edition is a lighter, stream-lined edition, we are not offering assistance with data imports.  However, if you are interested in our ExpensAble Corporate edition, please contact one of our sales consultants at (888) 409-7440 to see if you qualify for a discount, schedule a demo, and/or discuss how one of our Customer Success Specialists can assist with transferring configuration data to ExpensAble Corporate.

Where can I obtain additional help?

We suggest you download the applicable User Guide before April 2, 2018.  After this date, all references to the desktop products will be removed from our websites and servers.

ExpensAble Desktop V.7 User Guide

ExpensAble Desktop V.9 User Guide

Who can I contact to inquire about other ExpensAble offerings?

If you would like to explore other options to address your expense management needs, we offer exceptional online versions of ExpensAble Corporate and ExpensAble Express. We recommend you contact one of our sales consultants at (888) 409-7440 to schedule a demo and determine if you qualify for a discount.

As an ExpensAble Desktop customer, will I receive a discount on other ExpensAble offerings?

Because our ExpensAble Express is already value-priced at $5.00 per month per active user, we do not offer any additional discounts. However, if you are interested in ExpensAble Corporate, please contact one of our sales consultants at (888) 409-7440 to schedule a demo and determine if you qualify for a discount.