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Working with Clients as an ExpensifyApproved! Accountant

This is the place to ask questions and share best practice advice on working with clients as an ExpensifyApproved! Accountant.

Expensify’s Partner Support Methodology

Announcement Closed Michael Haxhiu 336 views 0 comments 0 points Started by Michael Haxhiu December 2018
ExpensifyApproved! Partners - Best Practices for Client Setup

Announcement Leslie Rodriguez 1.2K views 2 comments 0 points Most recent by Michelle Niemi December 2018
Expensify Approved Accountant

Question Ramirez_2021 34 views 0 comments 0 points Started by Ramirez_2021 May 20
Multiple Companies in Expensify

Accepted Answer Wolf200 2.7K views 5 comments 0 points Most recent by John Schuster May 13
Auto approve expenses based on category

Answered Nik_2021 41 views 3 comments 0 points Most recent by Cheryl Walsh April 14
possible to set up specific thresholds amounts based on expense category used

Question Nik_2021 14 views 1 comment 0 points Most recent by Al Garces April 13
Auto approve expense based on category

Nik_2021 13 views 0 comments 0 points Started by Nik_2021 April 13
Why is Concierge approving reports on its own?

Accepted Answer KGPayables 699 views 5 comments 0 points Most recent by Sasha Kluger February 18
Is there a template on how to seamlessly integrate Expensify & Netsuite?

Answered Nur 62 views 5 comments 0 points Most recent by Jeremy Boniface February 15
Can you add a receipt to an already closed and paid report?

Answered west 24 views 1 comment 0 points Most recent by Jason Li February 1
Can someone enter receipts all month along but just just certain ones to go on a report to be paid

Answered Church 1 view 1 comment 0 points Most recent by Zany Renney December 2020
Where can I find a directory of ExpensifyApproved Partners?

SteveBok 17 views 1 comment 0 points Most recent by Stevie LaFortune December 2020
Help setting up system

Jon_2020_Expenses 10 views 1 comment 0 points Most recent by Sonia Liapounova October 2020
Expensify - bill.com

Answered CPAFirm_Wallace 143 views 2 comments 0 points Most recent by Cheryl Walsh October 2020
Inserting Expenses for Employees via API

Answered Jschoettmer 4 views 3 comments 0 points Most recent by Michelle Niemi September 2020
help! how do i TALK with someone about what expensify

Accepted Answer HarryC 19 views 1 comment 0 points Most recent by Amanda DeWitt September 2020
how to docs

Answered Trish_Ruiz50 39 views 1 comment 0 points Most recent by Rachael Hopkins July 2020
I just changed my credit card please let me know that it went through and we are good to go this ci

Answered TomK1_ 2 views 2 comments 0 points Most recent by Mark Louis June 2020
Definition of Expensify Terms

Leslie Rodriguez 289 views 0 comments 0 points Started by Leslie Rodriguez May 2020
Auto-increase and new unbundling fees

Accepted Answer TabithaSchmaltz 209 views 1 comment 1 point Most recent by Jeremy Boniface May 2020
Does Expensify Accept US Bank account cards ? (VISA Business Checking Account)

Answered JMSmart 117 views 1 comment 0 points Most recent by Lauren Schurr March 2020
setting up client business bank account

Answered AnnelyseRubio 207 views 1 comment 0 points Most recent by Jason Li March 2020
Custom export: reimbursable amount of an expense

Accepted Answer rs55 52 views 6 comments 0 points Most recent by Nicole Trepanier March 2020
How do I become an ExpensifyApproved partner?

Answered Judy_Z 34 views 1 comment 0 points Most recent by Sasha Kluger February 2020
Identification of reimbursable or billable or both

Answered Shift 4 views 1 comment 0 points Most recent by Ben Fitz February 2020
Can we reimburse employees in different currencies without having to go through a currency exchange?

Answered JAldous_2020 95 views 1 comment 1 point Most recent by Sheena Trepanier February 2020
How to customize work flow

Answered karishma_vartak177 4 views 1 comment 0 points Most recent by Brigid Bello February 2020
Job Opportuinity

Accepted Answer Elvis 15 views 1 comment 0 points Most recent by Lauren Schurr February 2020
I would like to work with expensify dealing with reciepts

Elvis 5 views 0 comments 0 points Started by Elvis February 2020
Approving Reports within the App

Answered Shad 461 views 1 comment 0 points Most recent by Lauren Schurr January 2020
No Domain to "control"

Answered SAOSBR 32 views 1 comment 0 points Most recent by Jason Li January 2020
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Feature Request: Bulk Add Attendees & Gcal Integration / Import

Understanding the Issue Ankush 43 views 2 comments 0 points Most recent by Jeremy Boniface January 2020

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Working with Clients as an ExpensifyApproved! Accountant

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