Working with Clients as an ExpensifyApproved! Accountant

Discussion List

• 
  The new ExpensifyApproved! University for accountants – now with CPE credits!

  Announcement James Dean 251 views 0 comments 6 points Started by James Dean August 20
• 
  Expensify’s Partner Support Methodology

  Announcement Closed Michael Haxhiu 160 views 0 comments 0 points Started by Michael Haxhiu December 2018
• 
  ExpensifyApproved! Partners - Best Practices for Client Setup

  Announcement Leslie Rodriguez 211 views 2 comments 0 points Most recent by Michelle Niemi December 2018
• 
  Canada Expensify: How do I configure more than one credit card for non-reimbursable expenses?

  Answered Georgiana 1 view 1 comment 0 points Most recent by Michelle Niemi November 12
• 
  QuickBooks - Bill.com

  Answered CPAFirm_Wallace 23 views 10 comments 0 points Most recent by terrib November 5
• 
  Approved Reports for Reimbursements

  Answered Pegs 43 views 3 comments 1 point Most recent by Sheena Trepanier October 17
• 
  Is it possible to see attendees when printing the Expensify report?

  Lonia25 1 view 1 comment 0 points Most recent by Sheena Trepanier October 2
• 
  How long does domain control verification take?

  Answered HughS 12 views 1 comment 0 points Most recent by Nicole Trepanier September 23
• 
  HIPAA

  Accepted Answer tonywalls 21 views 3 comments 0 points Most recent by Victoria O'Leary September 18
• 
  Domain Control

  Answered tristen 32 views 1 comment 0 points Most recent by Nicole Trepanier September 12
• 
  Migrate a Policy

  Answered Dhaya 1 view 3 comments 0 points Most recent by Sheena Trepanier September 9
• 
  Notifications for reimbursable expenses?

  Accepted Answer KathyM 31 views 1 comment 0 points Most recent by Sheena Trepanier August 8
• 
  How to set up policy for employees? (Approval workflow and inviting)

  Answered roevisual 51 views 1 comment 0 points Most recent by Sheena Trepanier August 8
• 
  How to generate PDF receipts in one shot insted of generating individual invoices

  Answered Sujith_Besty 11 views 2 comments 0 points Most recent by Sujith_Besty July 22
• 
  One Amex statement for all 4 users; will Expensify auto reconcile amex to each user?

  Answered christie 21 views 1 comment 0 points Most recent by Michelle Niemi July 16
• 
  collect and control

  Answered Lizzie 101 views 1 comment 0 points Most recent by Michelle Niemi April 11
• 
  Expensify/ QBO

  Answered CPAFirm_Wallace 21 views 1 comment 0 points Most recent by Rachael Hopkins March 21
• 
  Removing a client no longer with my firm

  Answered CPAFirm_Wallace 11 views 1 comment 0 points Most recent by Rachael Hopkins March 20
• 
  Does Expensify accept US Bank cards

  Answered CPAFirm_Wallace 192 views 1 comment 0 points Most recent by Nicole Trepanier March 19
• 
  NetSuite role does not have permission

  Accepted Answer CPAFirm_Wallace 101 views 1 comment 0 points Most recent by Nicole Trepanier March 13
• 
  Syncing QuickBooks Online - Do old reports export automatically?

  Answered CPAFirm_Wallace 21 views 1 comment 0 points Most recent by Michelle Niemi March 8
• 
  Two policies form cash and company cards

  Answered CPAFirm_Wallace 31 views 1 comment 1 point Most recent by Rachael Hopkins March 8
• 
  Expensify - bill.com

  Answered CPAFirm_Wallace 11 views 1 comment 0 points Most recent by Nicole Trepanier March 8
• 
  QuickBooks Online edit after export

  Answered CPAFirm_Wallace 51 views 1 comment 0 points Most recent by Nicole Trepanier March 8
• 
  Resending invitation

  Answered CPAFirm_Wallace 183 views 1 comment 0 points Most recent by Sheena Trepanier March 8
• 
  Intacct user defined dimension

  Accepted Answer CPAFirm_Wallace 41 views 3 comments 0 points Most recent by Nicole Trepanier March 8
• 
  Cannot create client account

  Answered CPAFirm_Wallace 11 views 7 comments 0 points Most recent by Michelle Niemi March 7
• 
  No GL Code on Expense Report

  Answered Shad 122 views 3 comments 0 points Most recent by Sheena Trepanier March 4
• 
  ACH for Multile Employee Reports

  Accepted Answer RGOCPA 1 view 3 comments 0 points Most recent by Sheena Trepanier February 5
• 
  Custom report: math function isn't working

  Accepted Answer rs55 11 views 4 comments 0 points Most recent by rs55 January 12
• 
  Multiple Companies in Expensify

  Accepted Answer Wolf200 1.3K views 3 comments 0 points Most recent by Nicole Trepanier January 12
• 
  Sync Expensify to Quickbooks Desktop - no pop up

  Answered CarmelaB 121 views 1 comment 0 points Most recent by Rachael Hopkins January 10