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Deep Dive Docs

Archives for December 2019

Deep Dive: Understanding math and substring formula for custom exports

Stevie LaFortune 3.1K views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dive Docs
Deep Dive: Date formatting for formulas

Stevie LaFortune 17.9K views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dive Docs
Deep Dive: GL Code formula

Stevie LaFortune 6.9K views 0 comments 1 point Started by Stevie LaFortune December 2019 Deep Dive Docs
Deep Dive: Report level formula

Stevie LaFortune 33.4K views 0 comments 1 point Started by Stevie LaFortune December 2019 Deep Dive Docs
Deep Dive: User level formula

Stevie LaFortune 6.7K views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dive Docs
Deep Dive: Expense level formula

Stevie LaFortune 20.6K views 0 comments 1 point Started by Stevie LaFortune December 2019 Deep Dive Docs
Deep Dive: Understanding custom export templates and formulas

Stevie LaFortune 47.1K views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dive Docs
Deep Dive: Best practices for before you get started with credit card import

Rachael Hopkins 823 views 0 comments -1 point Started by Rachael Hopkins December 2019 Deep Dive Docs
Deep Dive: Policy submission rules, violations, and best practices for setup

Rachael Hopkins 4.5K views 0 comments 1 point Started by Rachael Hopkins December 2019 Deep Dive Docs
Deep Dive: How to avoid credit card duplicates in QuickBooks Online

Sheena Trepanier 2K views 0 comments 1 point Started by Sheena Trepanier December 2019 Deep Dive Docs
Deep Dive: Concierge Weekly Reminder email best practices

Matt Moore 375 views 0 comments 0 points Started by Matt Moore December 2019 Deep Dive Docs
Deep Dive: Admin best practices when viewing, editing, and submitting employee reports

Alejandro Paz 1.6K views 0 comments 0 points Started by Alejandro Paz December 2019 Deep Dive Docs
Deep Dive: Is the bank/credit card import option right for me?

Ariel Green 816 views 0 comments 0 points Started by Ariel Green December 2019 Deep Dive Docs
Deep Dive: Domain Groups and permissions — what are they all about?

Ariel Green 9.8K views 0 comments 0 points Started by Ariel Green December 2019 Deep Dive Docs
Deep Dive: Best practices and when to use Copilot

Ariel Green 1.6K views 0 comments 0 points Started by Ariel Green December 2019 Deep Dive Docs
Deep Dive - Configure Export Settings for FinancialForce FFA

Sonia Liapounova 885 views 0 comments 0 points Started by Sonia Liapounova December 2019 Deep Dive Docs
Deep Dive - Xero: Multi-Currency

Sonia Liapounova 314 views 0 comments 0 points Started by Sonia Liapounova December 2019 Deep Dive Docs
Deep Dive: Configuring export settings for Xero

Ariel Green 3.8K views 0 comments 0 points Started by Ariel Green December 2019 Deep Dive Docs
Deep Dive: Currency in Expensify overview

Sonia Liapounova 13.2K views 0 comments 1 point Started by Sonia Liapounova December 2019 Deep Dive Docs
Deep Dive: What is Scheduled Submit and how does it work?

Nicole Trepanier 10.7K views 0 comments 0 points Started by Nicole Trepanier December 2019 Deep Dive Docs
Deep Dive: What expense information is available based on role?

Alejandro Paz 135 views 0 comments 0 points Started by Alejandro Paz December 2019 Deep Dive Docs
Deep Dive: How does Concierge Receipt Audit work?

Sonia Liapounova 2.6K views 0 comments 0 points Started by Sonia Liapounova December 2019 Deep Dive Docs
Deep Dive: How the Zenefits connection works with Expensify

Sonia Liapounova 1.1K views 0 comments 0 points Started by Sonia Liapounova December 2019 Deep Dive Docs
Deep Dive: Preparing accrual - how to Reconcile Company Card Expenses

Sonia Liapounova 2.2K views 0 comments 0 points Started by Sonia Liapounova December 2019 Deep Dive Docs
Deep Dive: The Ins and Outs of Advanced Approval

Ariel Green 8.6K views 0 comments 2 points Started by Ariel Green December 2019 Deep Dive Docs
Deep Dive: Default report title best practices

Alejandro Paz 4.3K views 0 comments 0 points Started by Alejandro Paz December 2019 Deep Dive Docs
Deep Dive: Submit and Close Approval Workflow

Nicole Trepanier 1.8K views 0 comments 0 points Started by Nicole Trepanier December 2019 Deep Dive Docs
Deep Dive: All about Policy Categories

Nicole Trepanier 15.4K views 0 comments 0 points Started by Nicole Trepanier December 2019 Deep Dive Docs
Deep Dive: What is Consolidated Domain Billing?

Kirk Barrett 2.8K views 0 comments 1 point Started by Kirk Barrett December 2019 Deep Dive Docs
Deep Dive: Using filters to identify spend based on categories, tags, or cards

Kirk Barrett 1.3K views 0 comments 0 points Started by Kirk Barrett December 2019 Deep Dive Docs

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