Best Practices

Discussion List

• 
  Add Round Trip option for mileage reimbursement

  Answered Jeminah_Buot 42 views 1 comment 1 point Most recent by Ted Peeters May 23
• 
  Will this app work for my client?

  Answered KirstyMc 25 views 1 comment 0 points Most recent by Karisa Caudill May 21
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  How can I remove old $0.00 amount reports ?

  Accepted Answer DebbieT 35 views 1 comment 0 points Most recent by RachCHopkins May 17
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  Company procurement card

  Answered teamdean 30 views 1 comment 0 points Most recent by Nicole Trepanier May 9
• 
  Will uploaded receipts automatically split between domains?

  Answered Tristan_Watson 18 views 1 comment 0 points Most recent by Nicole Trepanier April 30
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  Entering a Return

  Answered MCG 75 views 1 comment 0 points Most recent by Sophie_Expensify April 29
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  Search by expense amount

  Answered BW_Accounting2018 80 views 1 comment 1 point Most recent by Nicole Trepanier April 26
• 
  Last Years Transactions

  Answered ZBrier 16 views 1 comment 0 points Most recent by Nicole Trepanier April 16
• 
  How long are receipts archived? And how to back them up.

  Answered Whitco 47 views 1 comment 0 points Most recent by Michelle Niemi April 16
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  Using QBO, Bill.com, and Expensify - Help material

  Answered CPAFirm_Wallace 30 views 1 comment 0 points Most recent by Nicole Trepanier March 27
• 
  Adding tags on a group policy

  Answered bbtaylor 58 views 1 comment 0 points Most recent by Michelle Niemi March 21
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  Bank of America new link requirement, how to retrieve data when lost after deleting old card link

  Answered lindamach3 42 views 1 comment 0 points Most recent by RachCHopkins March 21
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  Does anyone know how to obtain a SOC 1 Report from Expensify?

  Accepted Answer ealmonte_al 30 views 1 comment 0 points Most recent by Michelle Niemi March 19
• 
  People on Policy cannot use Expensify once signed in

  Answered Mikail_CLA 26 views 3 comments 0 points Most recent by RachCHopkins March 17
• 
  can I forward all emails in one email to expensify ?

  Answered alenknight 86 views 1 comment 0 points Most recent by tylerzoll March 17
• 
  What is the point of linking a credit card to Expensify?

  Answered nicholas777 153 views 2 comments 0 points Most recent by nicholas777 March 16
• 
  Custom Report

  Answered Coco 96 views 3 comments 0 points Most recent by Sheena Trepanier February 12
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  Multiple page receipts and additional text fields at the expense level, is this possible?

  Answered Coco 152 views 1 comment 0 points Most recent by Sheena Trepanier February 12
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  How can I obtain Expensify's SOC 1 report covering the calendar year ending 12/31/2018?

  Answered EverQuote 87 views 1 comment 0 points Most recent by RachCHopkins February 12
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  How could I be downgraded to free account after one year subscription ended?

  Answered Pengnan_Zou_666 37 views 1 comment 0 points Most recent by Sheena Trepanier February 8
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  Can employees submit to a pool of eligible approvers instead of a single approver?

  Answered Coco 56 views 1 comment 0 points Most recent by Sheena Trepanier February 6
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  Attendees on an Expense Report

  Answered J_Griffiths 62 views 1 comment 0 points Most recent by IsabelaStisser January 18
• 
  Expensify removes "Export" option at certain levels

  Accepted Answer rgondo 33 views 3 comments 0 points Most recent by Vanessa Rintala January 18
• 
  Monthly, Quarterly, Annual Reporting

  Accepted Answer Coco 64 views 1 comment 0 points Most recent by Ben Fitz January 17
• 
  How to stop Expensify from automatically adding all personal credit card transactions to a report

  Answered bculver91 386 views 11 comments 1 point Most recent by KPeak January 16
• 
  Autofill Name for Approve and Forward

  Accepted Answer Jennifer_Chien 8 views 1 comment 0 points Most recent by Ted Peeters January 9
• 
  Per Diem in Sweden

  Answered Stina 12 views 2 comments 0 points Most recent by Stina January 8
• 
  How do you handle cash tips/gratuity?

  Daveweez 126 views 2 comments 0 points Most recent by Daveweez December 2018
• 
  Getting employees to submit timely expenses and receipts

  Accepted Answer Lizhong 1.8K views 7 comments 0 points Most recent by Brigid December 2018
• 
  Does SmartScan randomly changing merchant names from CC imports cause all kinds of issues for you?

  Answered lushlifeleo 58 views 9 comments 0 points Most recent by jbaxter November 2018