Working with Clients as an ExpensifyApproved! Accountant

Discussion List

• 
  How long does it take to verify a domain?

  Answered HughS 334 views 1 comment 0 points Most recent by Nicole Trepanier September 2019
• 
  Is Expensify HIPAA compliant?

  Answered ✓ tonywalls 247 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 1.5K 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 92 views 2 comments 0 points Most recent by Sujith_Besty July 2019
• 
  Will Expensify auto reconcile Amex to each user?

  Answered christie 21 views 1 comment 0 points Most recent by Michelle Niemi July 2019
• 
  collect and control

  Answered Lizzie 1K views 1 comment 0 points Most recent by Michelle Niemi April 2019
• 
  Removing a client no longer with my firm

  Answered CPAFirm_Wallace 41 views 1 comment 0 points Most recent by Rachael Hopkins March 2019
• 
  Syncing QuickBooks Online - Do old reports export automatically?

  Answered CPAFirm_Wallace 263 views 1 comment 0 points Most recent by Michelle Niemi March 2019
• 
  Two policies for cash and company cards, and with different submission frequencies

  Answered ✓ CPAFirm_Wallace 91 views 1 comment 1 point Most recent by Rachael Hopkins March 2019
• 
  QuickBooks Online edit after export

  Answered CPAFirm_Wallace 263 views 1 comment 0 points Most recent by Nicole Trepanier March 2019
• 
  Resending invitation

  Answered CPAFirm_Wallace 1.8K views 1 comment 0 points Most recent by Sheena Trepanier March 2019
• 
  Intacct user defined dimension

  Answered ✓ CPAFirm_Wallace 382 views 3 comments 0 points Most recent by Nicole Trepanier March 2019
• 
  Cannot create client account

  Answered CPAFirm_Wallace 31 views 7 comments 0 points Most recent by Michelle Niemi March 2019
• 
  No GL Code on Expense Report

  Answered Shad 585 views 3 comments 0 points Most recent by Sheena Trepanier March 2019
• 
  ACH for Multile Employee Reports

  Answered ✓ RGOCPA 22 views 3 comments 0 points Most recent by Sheena Trepanier February 2019
• 
  Can I have a single CDF feed mapped to multiple domains?

  Answered ✓ jbaxter 151 views 2 comments 0 points Most recent by jbaxter December 2018
• 
  Batch Reports for Weekly Reimbursement

  Answered RGOCPA 132 views 1 comment 0 points Most recent by Sheena Trepanier December 2018
• 
  How do I connect to multiple Quickbooks Desktop companies?

  Answered ✓ EagleTRL57 122 views 3 comments 0 points Most recent by Sheena Trepanier September 2018
• 
  Automatically closed due to submit-only policy

  Answered ✓ AquetiAdmin 3.1K views 3 comments 0 points Most recent by Rachael Hopkins September 2018
• 
  "This report can no longer be reopened" >> Can you help me reopen a closed report?

  Answered ✓ lmhk 62 views 3 comments 0 points Most recent by Sheena Trepanier September 2018
• 
  Multiple users

  Answered ✓ EByer 15.2K views 1 comment 0 points Most recent by Sheena Trepanier August 2018
• 
  Domain Admin NOT on Policy?

  Answered ✓ TabithaSchmaltz 202 views 4 comments 0 points Most recent by Rachael Hopkins August 2018
• 
  Limit to number of clients I can manage as an Approved member?

  Answered ✓ Samuel Trent 71 views 2 comments 0 points Most recent by [Deleted User] August 2017