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

Announcement Leslie Rodriguez 757 views 2 comments 0 points Most recent by Michelle Niemi December 2018
Help setting up system

Jon_2020_Expenses 1 view 1 comment 0 points Most recent by Sonia Liapounova October 21
Expensify - bill.com

Answered CPAFirm_Wallace 56 views 2 comments 0 points Most recent by Cheryl Walsh October 7
Inserting Expenses for Employees via API

Answered Jschoettmer 1 view 3 comments 0 points Most recent by Michelle Niemi September 28
help! how do i TALK with someone about what expensify

Accepted Answer HarryC 11 views 1 comment 0 points Most recent by Amanda DeWitt September 1
how to docs

Answered Trish_Ruiz50 11 views 1 comment 0 points Most recent by Rachael Hopkins July 29
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 24
Definition of Expensify Terms

Leslie Rodriguez 74 views 0 comments 0 points Started by Leslie Rodriguez May 28
Auto-increase and new unbundling fees

Accepted Answer TabithaSchmaltz 164 views 1 comment 1 point Most recent by Jeremy Boniface May 6
Does Expensify Accept US Bank account cards ? (VISA Business Checking Account)

Answered JMSmart 41 views 1 comment 0 points Most recent by Lauren Schurr March 26
setting up client business bank account

Answered AnnelyseRubio 125 views 1 comment 0 points Most recent by Jason Li March 15
Custom export: reimbursable amount of an expense

Accepted Answer rs55 32 views 6 comments 0 points Most recent by Nicole Trepanier March 5
Why is Concierge approving reports on its own?

Accepted Answer KGPayables 448 views 4 comments 0 points Most recent by Ted Harris March 2
How do I become an ExpensifyApproved partner?

Answered Judy_Z 13 views 1 comment 0 points Most recent by Sasha Kluger February 20
Identification of reimbursable or billable or both

Answered Shift 1 view 1 comment 0 points Most recent by Ben Fitz February 18
Can we reimburse employees in different currencies without having to go through a currency exchange?

Answered JAldous_2020 21 views 1 comment 1 point Most recent by Sheena Trepanier February 13
How to customize work flow

Answered karishma_vartak177 1 view 1 comment 0 points Most recent by Brigid Bello February 13
Job Opportuinity

Accepted Answer Elvis 11 views 1 comment 0 points Most recent by Lauren Schurr February 4
I would like to work with expensify dealing with reciepts

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

Answered Shad 247 views 1 comment 0 points Most recent by Lauren Schurr January 22
No Domain to "control"

Answered SAOSBR 21 views 1 comment 0 points Most recent by Jason Li January 22
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Feature Request: Bulk Add Attendees & Gcal Integration / Import

Understanding the Issue Ankush 15 views 2 comments 0 points Most recent by Jeremy Boniface January 9
Hi- Is it possible to tag someone in the comments section in Expensify!

Answered MikeRezk 72 views 1 comment 0 points Most recent by Maddy Lewis January 7
Change Cash reciepts to Credit Card

Answered Rainbolt 195 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 330 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 151 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 54 views 1 comment 0 points Most recent by Michelle Niemi November 2019
How long does it take to verify a domain?

Answered HughS 101 views 1 comment 0 points Most recent by Nicole Trepanier September 2019
Is Expensify HIPAA compliant?

Accepted Answer tonywalls 64 views 3 comments 0 points Most recent by Victoria O'leary September 2019
The new ExpensifyApproved! University for accountants – now with CPE credits!

James Dean 475 views 0 comments 7 points Started by James Dean August 2019
How to generate PDF receipts in one shot insted of generating individual invoices

Answered Sujith_Besty 32 views 2 comments 0 points Most recent by Sujith_Besty July 2019

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Working with Clients as an ExpensifyApproved! Accountant

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