Category List

• Using Expensify
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  Important

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

  13 discussions 119 comments Most recent: Introduce yourself! by Sheena Trepanier on February 1 February 1
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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.

  168 discussions 317 comments Most recent: Used for other businesses? by cainturner on 1:32PM 1:32PM
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  Day to Day

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

  750 discussions 1.8K comments Most recent: Deletion of Data and GDPR in Europe by Ian_Thorne on 2:53PM 2:53PM
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  Advanced Admin Controls

  Ask questions about advanced management of your company in Expensify.

  183 discussions 475 comments Most recent: Policy Admin to Create New Report by RachCHopkins on February 20 February 20
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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.

  428 discussions 1.2K comments Most recent: Can I have reimbursable expenses integrate to Xero but not non-reimbursable when on same policy by Ted Peeters on 11:00AM 11:00AM
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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!

  32 discussions 103 comments Most recent: Custom Report by Sheena Trepanier on February 12 February 12
• 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.

  -55 discussions -126 comments Most recent: ACH for Multile Employee Reports by Sheena Trepanier on February 5 February 5
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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.

  15 discussions 23 comments Most recent: How can I obtain Expensify's SOC 1 report covering the calendar year ending 12/31/2018? by RachCHopkins on February 12 February 12
• Expensify Classroom
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  Deep Dives

  9 discussions 6 comments Most recent: How do I turn off Concierge? by SteveR on 6:56PM 6:56PM
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  Webinars

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

  120 discussions 12 comments Most recent: Company Cards Webinar Q+A - February 20th, 2019 by Maddy Lewis on February 20 February 20
• 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.

  57 discussions 519 comments Most recent: Updated: Attention Bank of America users, have you upgraded to the new connection yet? by IsabelaStisser on January 25 January 25
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  Expensify This

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

  12 discussions 22 comments Most recent: Expensify This is officially over, stay tuned for the winners! by Sheena Trepanier on February 19 February 19