Working with Clients as an ExpensifyApproved! Accountant

Discussion List

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  Expensify’s Partner Support Methodology

  Announcement Closed Michael Haxhiu 325 views 0 comments 0 points Started by Michael Haxhiu December 2018
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  ExpensifyApproved! Partners - Best Practices for Client Setup

  Announcement Leslie Rodriguez 1.1K views 2 comments 0 points Most recent by Michelle Niemi December 2018
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  Multiple Companies in Expensify

  Accepted Answer Wolf200 2.6K views 5 comments 0 points Most recent by John Schuster May 13
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  Auto approve expenses based on category

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

  Question Nik_2021 10 views 1 comment 0 points Most recent by Al Garces April 13
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  Auto approve expense based on category

  Nik_2021 7 views 0 comments 0 points Started by Nik_2021 April 13
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  Why is Concierge approving reports on its own?

  Accepted Answer KGPayables 630 views 5 comments 0 points Most recent by Sasha Kluger February 18
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  Is there a template on how to seamlessly integrate Expensify & Netsuite?

  Answered Nur 59 views 5 comments 0 points Most recent by Jeremy Boniface February 15
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  Can you add a receipt to an already closed and paid report?

  Answered west 15 views 1 comment 0 points Most recent by Jason Li February 1
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  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
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  Where can I find a directory of ExpensifyApproved Partners?

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

  Jon_2020_Expenses 5 views 1 comment 0 points Most recent by Sonia Liapounova October 2020
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  Expensify - bill.com

  Answered CPAFirm_Wallace 113 views 2 comments 0 points Most recent by Cheryl Walsh October 2020
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  Inserting Expenses for Employees via API

  Answered Jschoettmer 2 views 3 comments 0 points Most recent by Michelle Niemi September 2020
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  help! how do i TALK with someone about what expensify

  Accepted Answer HarryC 12 views 1 comment 0 points Most recent by Amanda DeWitt September 2020
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  how to docs

  Answered Trish_Ruiz50 32 views 1 comment 0 points Most recent by Rachael Hopkins July 2020
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  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
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  Definition of Expensify Terms

  Leslie Rodriguez 235 views 0 comments 0 points Started by Leslie Rodriguez May 2020
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  Auto-increase and new unbundling fees

  Accepted Answer TabithaSchmaltz 196 views 1 comment 1 point Most recent by Jeremy Boniface May 2020
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  Does Expensify Accept US Bank account cards ? (VISA Business Checking Account)

  Answered JMSmart 93 views 1 comment 0 points Most recent by Lauren Schurr March 2020
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  setting up client business bank account

  Answered AnnelyseRubio 183 views 1 comment 0 points Most recent by Jason Li March 2020
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  Custom export: reimbursable amount of an expense

  Accepted Answer rs55 45 views 6 comments 0 points Most recent by Nicole Trepanier March 2020
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  How do I become an ExpensifyApproved partner?

  Answered Judy_Z 27 views 1 comment 0 points Most recent by Sasha Kluger February 2020
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  Identification of reimbursable or billable or both

  Answered Shift 2 views 1 comment 0 points Most recent by Ben Fitz February 2020
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  Can we reimburse employees in different currencies without having to go through a currency exchange?

  Answered JAldous_2020 66 views 1 comment 1 point Most recent by Sheena Trepanier February 2020
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  How to customize work flow

  Answered karishma_vartak177 3 views 1 comment 0 points Most recent by Brigid Bello February 2020
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  Job Opportuinity

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

  Elvis 1 view 0 comments 0 points Started by Elvis February 2020
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  Approving Reports within the App

  Answered Shad 382 views 1 comment 0 points Most recent by Lauren Schurr January 2020
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  No Domain to "control"

  Answered SAOSBR 24 views 1 comment 0 points Most recent by Jason Li January 2020
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  0

  Up
  Feature Request: Bulk Add Attendees & Gcal Integration / Import

  Understanding the Issue Ankush 29 views 2 comments 0 points Most recent by Jeremy Boniface January 2020
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  Hi- Is it possible to tag someone in the comments section in Expensify!

  Answered MikeRezk 122 views 1 comment 0 points Most recent by Maddy Lewis January 2020