Working with Clients as an ExpensifyApproved! Accountant

Discussion List

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

  Announcement James Dean 302 views 0 comments 7 points Started by James Dean August 2019
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  Expensify’s Partner Support Methodology

  Announcement Closed Michael Haxhiu 184 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 287 views 2 comments 0 points Most recent by Michelle Niemi December 2018
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  No Domain to "control"

  Question SAOSBR 2 views 0 comments 0 points Started by SAOSBR January 17
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  Why am i getting duplicate expenses importing over to QBO?

  Answered cindis 107 views 3 comments 0 points Most recent by Corinne Ofstad January 10
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  Feature Request: Bulk Add Attendees & Gcal Integration / Import

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

  Answered MikeRezk 10 views 1 comment 0 points Most recent by Maddy Lewis January 7
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  Change Cash reciepts to Credit Card

  Answered Rainbolt 15 views 3 comments 0 points Most recent by Zany Renney December 2019
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  How to Post Credit Card Receipts - Receipt Entry Posting to Cash

  Answered ChristinaC 75 views 2 comments 0 points Most recent by Rainbolt December 2019
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  How do I explain and setup the Expensify Card for clients?

  Matt Cole 103 views 0 comments 1 point Started by Matt Cole December 2019
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  Multiple Company Cards for multiple policies hooked up through one Domain

  Accepted Answer EByer 92 views 4 comments 0 points Most recent by Lauren Schurr November 2019
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  Canada Expensify: How do I configure more than one credit card for non-reimbursable expenses?

  Answered Georgiana 9 views 1 comment 0 points Most recent by Michelle Niemi November 2019
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  QuickBooks - Bill.com

  Answered CPAFirm_Wallace 63 views 10 comments 0 points Most recent by terrib November 2019
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  Approved Reports for Reimbursements

  Answered Pegs 51 views 3 comments 1 point Most recent by Sheena Trepanier October 2019
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  Is it possible to see attendees when printing the Expensify report?

  Lonia25 4 views 1 comment 0 points Most recent by Sheena Trepanier October 2019
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  How long does domain control verification take?

  Answered HughS 27 views 1 comment 0 points Most recent by Nicole Trepanier September 2019
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  HIPAA

  Accepted Answer tonywalls 32 views 3 comments 0 points Most recent by Victoria O'Leary September 2019
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  Domain Control

  Answered tristen 69 views 1 comment 0 points Most recent by Nicole Trepanier September 2019
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  Migrate a Policy

  Answered Dhaya 1 view 3 comments 0 points Most recent by Sheena Trepanier September 2019
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  Notifications for reimbursable expenses?

  Accepted Answer KathyM 48 views 1 comment 0 points Most recent by Sheena Trepanier August 2019
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  How to set up policy for employees? (Approval workflow and inviting)

  Answered roevisual 83 views 1 comment 0 points Most recent by Sheena Trepanier August 2019
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  How to generate PDF receipts in one shot insted of generating individual invoices

  Answered Sujith_Besty 15 views 2 comments 0 points Most recent by Sujith_Besty July 2019
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  One Amex statement for all 4 users; will Expensify auto reconcile amex to each user?

  Answered christie 23 views 1 comment 0 points Most recent by Michelle Niemi July 2019
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  collect and control

  Answered Lizzie 127 views 1 comment 0 points Most recent by Michelle Niemi April 2019
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  Expensify/ QBO

  Answered CPAFirm_Wallace 22 views 1 comment 0 points Most recent by Rachael Hopkins March 2019
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  Removing a client no longer with my firm

  Answered CPAFirm_Wallace 13 views 1 comment 0 points Most recent by Rachael Hopkins March 2019
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  Does Expensify accept US Bank cards

  Answered CPAFirm_Wallace 232 views 1 comment 0 points Most recent by Nicole Trepanier March 2019
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  NetSuite role does not have permission

  Accepted Answer CPAFirm_Wallace 134 views 1 comment 0 points Most recent by Nicole Trepanier March 2019
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  Syncing QuickBooks Online - Do old reports export automatically?

  Answered CPAFirm_Wallace 25 views 1 comment 0 points Most recent by Michelle Niemi March 2019
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  Two policies form cash and company cards

  Answered CPAFirm_Wallace 39 views 1 comment 1 point Most recent by Rachael Hopkins March 2019
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  Expensify - bill.com

  Answered CPAFirm_Wallace 14 views 1 comment 0 points Most recent by Nicole Trepanier March 2019
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  QuickBooks Online edit after export

  Answered CPAFirm_Wallace 67 views 1 comment 0 points Most recent by Nicole Trepanier March 2019