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

Announcement Leslie Rodriguez 918 views 2 comments 0 points Most recent by Michelle Niemi December 2018
Why is Concierge approving reports on its own?

Accepted Answer KGPayables 565 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 37 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 14 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 2 views 1 comment 0 points Most recent by Zany Renney December 2020
Where can I find a directory of ExpensifyApproved Partners?

SteveBok 11 views 1 comment 0 points Most recent by Stevie LaFortune December 2020
Help setting up system

Jon_2020_Expenses 2 views 1 comment 0 points Most recent by Sonia Liapounova October 2020
Expensify - bill.com

Answered CPAFirm_Wallace 84 views 2 comments 0 points Most recent by Cheryl Walsh October 2020
Inserting Expenses for Employees via API

Answered Jschoettmer 1 view 3 comments 0 points Most recent by Michelle Niemi September 2020
help! how do i TALK with someone about what expensify

Accepted Answer HarryC 13 views 1 comment 0 points Most recent by Amanda DeWitt September 2020
how to docs

Answered Trish_Ruiz50 26 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_ 1 view 2 comments 0 points Most recent by Mark Louis June 2020
Definition of Expensify Terms

Leslie Rodriguez 171 views 0 comments 0 points Started by Leslie Rodriguez May 2020
Auto-increase and new unbundling fees

Accepted Answer TabithaSchmaltz 185 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 76 views 1 comment 0 points Most recent by Lauren Schurr March 2020
setting up client business bank account

Answered AnnelyseRubio 161 views 1 comment 0 points Most recent by Jason Li March 2020
Custom export: reimbursable amount of an expense

Accepted Answer rs55 42 views 6 comments 0 points Most recent by Nicole Trepanier March 2020
How do I become an ExpensifyApproved partner?

Answered Judy_Z 23 views 1 comment 0 points Most recent by Sasha Kluger February 2020
Identification of reimbursable or billable or both

Answered Shift 1 view 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 42 views 1 comment 1 point Most recent by Sheena Trepanier February 2020
How to customize work flow

Answered karishma_vartak177 2 views 1 comment 0 points Most recent by Brigid Bello February 2020
Job Opportuinity

Accepted Answer Elvis 11 views 1 comment 0 points Most recent by Lauren Schurr February 2020
I would like to work with expensify dealing with reciepts

Elvis 2 views 0 comments 0 points Started by Elvis February 2020
Approving Reports within the App

Answered Shad 320 views 1 comment 0 points Most recent by Lauren Schurr January 2020
No Domain to "control"

Answered SAOSBR 21 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 25 views 2 comments 0 points Most recent by Jeremy Boniface January 2020
Hi- Is it possible to tag someone in the comments section in Expensify!

Answered MikeRezk 105 views 1 comment 0 points Most recent by Maddy Lewis January 2020
Change Cash reciepts to Credit Card

Answered Rainbolt 294 views 3 comments 0 points Most recent by Zany Renney December 2019
ExpensifyApproved! How do I explain and setup the Expensify Card for clients?

Matt Cole 389 views 0 comments 1 point Started by Matt Cole December 2019
Multiple Company Cards for multiple policies hooked up through one Domain

Accepted Answer EByer 189 views 4 comments 0 points Most recent by Lauren Schurr November 2019
Canada Expensify: How do I configure more than one credit card for non-reimbursable expenses?

Answered Georgiana 99 views 1 comment 0 points Most recent by Michelle Niemi November 2019

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Working with Clients as an ExpensifyApproved! Accountant

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