Best Practices

Have a hot tip to share or a killer best practice that others would love to know about? Share it here for all to benefit from!

Sox Controls regarding provisioning and approving admin access

Answered WendyR 17 views 3 comments 0 points Most recent by Kirk Barrett July 2020
Office Help Setup

zenw527 32 views 0 comments 0 points Started by zenw527 July 2020
VAT setup

Answered VAT 45 views 1 comment 0 points Most recent by Matt Moore June 2020
Accounting

Answered lheinz_0225 16 views 1 comment 0 points Most recent by Jeremy Boniface June 2020
Can reference number be used to track bills & thereby increases internal control over employees' exp

Accepted Answer Ayodeji 23 views 1 comment 0 points Most recent by Karisa Latta May 2020
How do I export *all* expenses for a date range...

Answered lpl99 198 views 2 comments 0 points Most recent by lpl99 May 2020
How do I stop the import of a CC...

Answered Mark9999 82 views 2 comments 0 points Most recent by Mark9999 May 2020
Introduce

ArethaW 12 views 0 comments 0 points Started by ArethaW May 2020
Add a search option under policy/categories section

Accepted Answer BW_Accounting2018 4 views 1 comment 0 points Most recent by Katie Oswalt May 2020
Splitting an expense across multiple subsidiaries - NetSuite

Accepted Answer R_Naugle 56 views 1 comment 0 points Most recent by Michelle Niemi May 2020
How can I batch print receipts for a year so I have them for my records?

Answered Marni 207 views 5 comments 0 points Most recent by Zany Renney April 2020
Annual subscription with changing user counts?

AnaquaKP 302 views 3 comments 0 points Most recent by Stevie LaFortune April 2020
Is there a way to flag an expense for follow up?

Answered JKO 4 views 1 comment 0 points Most recent by Jason Li April 2020
Is there a way to flag an expense for follow up?

Answered JKO 4 views 1 comment 0 points Most recent by Kadie Alexander April 2020
Reports and Tags structure for self-employed

Answered JJLond0n 16 views 7 comments 0 points Most recent by Brigid Bello April 2020
Best Practice for Reports and Tag Stucture for self-employed

Accepted Answer JJLond0n 6 views 2 comments 0 points Most recent by JJLond0n April 2020
Is this a legitimate request from Expensify?

Answered brownty1221 14 views 3 comments 0 points Most recent by Cortney Ofstad April 2020
Is this a legitimate request from Expensify?

Answered brownty1221 81 views 5 comments 0 points Most recent by Jason Li April 2020
Multiple Currency

Answered Dan0_Vantage 127 views 8 comments 0 points Most recent by Nicole Mendonca March 2020
I'd like to edit a new export format, then to edit a custom report that I created

Answered jdevora_1 24 views 1 comment 0 points Most recent by April Bekkala March 2020
Per Diem in Sweden

Answered Stina 60 views 4 comments 0 points Most recent by Cortney Ofstad March 2020
How do you mark a report Reimbursed once you receive the payment from your company

Answered tmall 10 views 1 comment 0 points Most recent by Isabela Stisser March 2020
How to reconcile Expensify ACH payments vs. Expensify Credit Card Expense reports - they don't align

Answered kdriscoll 78 views 1 comment 0 points Most recent by Michelle Niemi March 2020
How can I get customer service?

Answered TDeGrace 109 views 22 comments 1 point Most recent by Sonia Liapounova March 2020
How do I attach a receipt to a per diem expense?

Answered philipjander 13 views 1 comment 0 points Most recent by Jason Li March 2020
Expensify-NetSuite Help with Credit Card/Cash Transactions showing on same expense report

Answered Will_at_ATI 197 views 3 comments 0 points Most recent by Nicole Trepanier March 2020
How can we resolve "Invalid Reference Id : Accounts element id 276 not found" error?

Answered Jordan_L 361 views 3 comments 1 point Most recent by Ariel Green March 2020
Why are there 2 expense reports automatically created for expenses in the same month?

Answered Jordan_L 50 views 1 comment 1 point Most recent by Christina Dobryzynski March 2020
how do i edit policy on a receipt from personal to my corporate policy?

Answered ccantlay 554 views 4 comments 0 points Most recent by mboy March 2020
Can I show the list of attendees on a PDF export of a report?

Accepted Answer J_Griffiths 138 views 3 comments 0 points Most recent by Mark Louis March 2020