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How-to Docs

Archives for August 2019

How-to: Resend an invite

Ariel Green 4.5K views 0 comments 0 points Started by Ariel Green August 2019 How-to Docs
How-to: Set up the Uber integration

Ariel Green 44K views 0 comments 0 points Started by Ariel Green August 2019 How-to Docs
How-to: Enable or disable eReceipts for your employees' expenses

Ariel Green 2.8K views 0 comments 0 points Started by Ariel Green August 2019 How-to Docs
How-to: Close your account

Ariel Green 220.6K views 0 comments -7 points Started by Ariel Green August 2019 How-to Docs
How-to: Close a report

Ariel Green 5.1K views 2 comments 0 points Most recent by Rachael Hopkins September 2020How-to Docs
How-to: Export tax

Katie Oswalt 846 views 0 comments 0 points Started by Katie Oswalt August 2019 How-to Docs
How-to: Export reports to your accounting package

Mark Louis 1.7K views 0 comments 0 points Started by Mark Louis August 2019 How-to Docs
How-to: Set up and use Report and Invoice Fields

Mark Louis 5.6K views 0 comments 0 points Started by Mark Louis August 2019 How-to Docs
How-to: Change or update reimbursement bank account name

Mark Louis 1.2K views 0 comments 0 points Started by Mark Louis August 2019 How-to Docs
How-to: Update Expensify payment details

Mark Louis 22.6K views 0 comments 0 points Started by Mark Louis August 2019 How-to Docs
How-to: Connect to Bill.com

Mark Louis 5.4K views 0 comments 0 points Started by Mark Louis August 2019 How-to Docs
How to: Enable Scheduled Submit for a group policy

Ariel Green 259.4K views 2 comments 1 point Most recent by Karisa Latta March 2020How-to Docs
How-to: Add policy categories in bulk

Katie Oswalt 1.6K views 0 comments 0 points Started by Katie Oswalt August 2019 How-to Docs
How-to: Edit an expense

Ariel Green 5.2K views 0 comments 0 points Started by Ariel Green August 2019 How-to Docs
How-to: Admins: View employee reports (on web and on mobile)

Katie Oswalt 2.4K views 0 comments 0 points Started by Katie Oswalt August 2019 How-to Docs
How-to: Set or Edit a User Role

Sonia Liapounova 2.2K views 0 comments 0 points Started by Sonia Liapounova August 2019 How-to Docs
How-to: Crop or rotate a receipt

Mark Louis 733 views 0 comments 0 points Started by Mark Louis August 2019 How-to Docs
How-to: Remove or manage settings for imported personal cards

Katie Oswalt 2.3K views 0 comments 0 points Started by Katie Oswalt August 2019 How-to Docs
How-to: Set up Lyft for company use

Sonia Liapounova 1K views 0 comments 0 points Started by Sonia Liapounova August 2019 How-to Docs
How-to: Set up Lyft for individual use

Sonia Liapounova 8K views 0 comments 0 points Started by Sonia Liapounova August 2019 How-to Docs
How-to: Add a trip to your account

Sonia Liapounova 676 views 0 comments 0 points Started by Sonia Liapounova August 2019 How-to Docs
How-to: Handle a Locked Verified Bank Account

Sonia Liapounova 552 views 0 comments 0 points Started by Sonia Liapounova August 2019 How-to Docs
How-to: Delete and Undelete Expenses

Nicole Trepanier 8.3K views 0 comments -1 point Started by Nicole Trepanier August 2019 How-to Docs
How-to: Flag expenses as billable and/or reimbursable

Katie Oswalt 5.8K views 0 comments 0 points Started by Katie Oswalt August 2019 How-to Docs
How-to: Switch to Copilot mode (on the Expensify website and mobile app)

Katie Oswalt 10.4K views 0 comments 0 points Started by Katie Oswalt August 2019 How-to Docs
How-to: Email Receipts as a Copilot

Nicole Trepanier 5.3K views 0 comments 1 point Started by Nicole Trepanier August 2019 How-to Docs
How-to: Merge Accounts

Nicole Trepanier 30.7K views 0 comments 0 points Started by Nicole Trepanier August 2019 How-to Docs
How-to: Get unlimited SmartScans

Ariel Green 1.1K views 0 comments 0 points Started by Ariel Green August 2019 How-to Docs
How-to: Upload your receipts on the web

Ariel Green 6K views 0 comments 0 points Started by Ariel Green August 2019 How-to Docs
How-to: Add a secondary login

Katie Oswalt 66.1K views 0 comments 0 points Started by Katie Oswalt August 2019 How-to Docs

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