Category List

• Using Expensify
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  Important

  Essential information for using the Expensify community forum. Check it out!

  17 discussions 102 comments Most recent: Introduce yourself! by Sheena Trepanier on June 7 June 7
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  Getting Started

  Totally new to Expensify and no idea where to start? This section will give you solid advice on where to begin.

  212 discussions 420 comments Most recent: Deleting closed claims by RoamingChad on June 19 June 19
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  Day to Day

  Using Expensify every day and the questions that arise while doing so.

  838 discussions 2.1K comments Most recent: Can you create separate reports for people? by tylerzoll on June 18 June 18
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  Advanced Admin Controls

  Ask questions about advanced management of your company in Expensify.

  211 discussions 540 comments Most recent: Use Expensify for multiple business by Ben Fitz on June 18 June 18
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  Integrations and API

  If you're using a product that is integrated with Expensify this is the perfect place to ask questions and discuss the integration.

  485 discussions 1.4K comments Most recent: How do I get my expenses to export to NetSuite as credit card charges and not bills? by Sheena Trepanier on June 19 June 19
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  Best Practices

  Have a hot tip to share or a killer best practice that others would love to know about? Share it here for all to benefit from!

  50 discussions 144 comments Most recent: Non reimbursable expenses on Intacct by Sheena Trepanier on 12:23AM 12:23AM
• Approved! Accountants
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  Becoming an Approved! Accountant

  This is the place to ask questions about the initial process of setting up as an Expensify Approved! accountant.

  5 discussions 6 comments Most recent: Expensify’s Partner Support Methodology by Hax on December 2018 December 2018
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  Client Onboarding & Setup

  For Approved! Accountants: Bringing clients on board with Expensify and setting up Policies. This is a place to discuss your initial client setup.

  -41 discussions -99 comments Most recent: collect and control by Michelle Niemi on April 11 April 11
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  Tips & Tricks

  Common 'gotchas' for Approved! Accountants, sensible advice and insight. Use this area to share your great tips for using Expensify with clients.

  23 discussions 33 comments Most recent: how do i edit policy on a receipt from personal to my corporate policy? by Sheena Trepanier on May 29 May 29
• Expensify Classroom
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  Deep Dives

  15 discussions 10 comments Most recent: Cast your vote for the first Expensify Master Class video! by Sheena Trepanier on May 23 May 23
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  Webinars

  This section contains upcoming webinar details, webinar recordings and webinar Q&A transcripts.

  146 discussions 6 comments Most recent: Admin Onboarding Webinar Q&A — June 19th, 2019 by IsabelaStisser on June 19 June 19
• Product Updates and Ideas
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  Product Updates

  Changes and improvements to Expensify will be announced here. This is a great place for discussion on those changes.

  65 discussions 531 comments Most recent: You can now use NetSuite Expense Reports for Non-Reimbursable Corporate Card Expenses by Nicole Trepanier on June 19 June 19
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  3rd party integrations

  If you've built an integration with Expensify and want to promote it, share it here!

  6 discussions 5 comments Most recent: How to correctly handle expenses with multiple xero bank accounts? by Nicole Trepanier on June 7 June 7
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  Expensify This

  A one-stop shop for questions about Expensify This, the prizes, and the rules.

  12 discussions 23 comments Most recent: Expensify This is officially over, stay tuned for the winners! by Sheena Trepanier on March 8 March 8