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Best Practices
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!
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Discussion List
Is there a way to send a "reminder" email for pending expenses?
Accepted Answer
sarahsl415
232
views
1
comment
0
points
Most recent by
Katie Oswalt
March 2020
Is there an FAQ or link to documentation on the Expensify update process?
Answered
Expensify_Admin_NY
14
views
1
comment
0
points
Most recent by
Nicole Mendonca
February 2020
Will international board members be able to use Expensify
Answered
StephanieLee
26
views
1
comment
0
points
Most recent by
Kadie Alexander
February 2020
How do I see expenses for individual company cards?
System
2
views
2
comments
0
points
Most recent by
Mark Louis
February 2020
Report for Rejected Expenses
Brooklyn
48
views
3
comments
0
points
Most recent by
Ben Fitz
February 2020
How do I move people from one policy to another? The old policy had very little control.
Answered
Pattims
49
views
1
comment
0
points
Most recent by
Rachael Hopkins
February 2020
Response time from Concierge?
Answered
ingridras
13
views
3
comments
0
points
Most recent by
April Bekkala
February 2020
Monthly Expense
MPeach
54
views
3
comments
0
points
Most recent by
Amanda DeWitt
February 2020
Can you assign an Expense to multiple categories?
Answered
slewalt
173
views
9
comments
0
points
Most recent by
Ted Harris
February 2020
Where have all the Knowledge base articles gone?
Accepted Answer
jbaxter
82
views
1
comment
1
point
Most recent by
Jenna Hay
February 2020
Where is my report???
Answered
Mrichardson
38
views
1
comment
0
points
Most recent by
Cortney Ofstad
February 2020
Category Selection
Answered
eschmeidler
13
views
1
comment
0
points
Most recent by
Lauren Schurr
February 2020
Option for annual payment
Answered
Kel
13
views
1
comment
0
points
Most recent by
Maddy Lewis
February 2020
Report for Rejected Expenses
Answered
Brooklyn
23
views
2
comments
0
points
Most recent by
Katie Oswalt
February 2020
Adding Payment Methods
Accepted Answer
NKodali
141
views
4
comments
0
points
Most recent by
Ariel Green
February 2020
Netsuite Integration
Answered
RonWR
133
views
1
comment
0
points
Most recent by
Maddy Lewis
January 2020
Is it possible for users to create credit card transaction when creating a manual report?
Accepted Answer
Eric_P
13
views
1
comment
0
points
Most recent by
April Bekkala
January 2020
Juggling multiple clients
Answered
TacoTime
16
views
1
comment
0
points
Most recent by
Alejandro Paz
January 2020
Create a new policy on my current Expensify?
Accepted Answer
JasonTaylor
81
views
2
comments
0
points
Most recent by
JasonTaylor
January 2020
How to add Description while Import Transactions from File
Answered
Irina_R
128
views
1
comment
2
points
Most recent by
Brigid Bello
January 2020
What’s the best practice to link receipts from travel mgmt co. to the charges from linked corp. card
Answered
RHarris_Avant
15
views
1
comment
0
points
Most recent by
Conor Pendergrast
December 2019
FAQ: Can I start fresh for 2020 with a blank account?
Zany Renney
31
views
0
comments
0
points
Started by
Zany Renney
December 2019
How do I access receipts in the future if I cancel my Expensify subscription?
Accepted Answer
PlatChem1129
405
views
1
comment
0
points
Most recent by
Brigid Bello
November 2019
What is the best way to get a pdf copy of filtered expenses?
Answered
rdp
24
views
4
comments
1
point
Most recent by
Jason Li
November 2019
Expensify combines both merchant field and description field together and can not separate them
Answered
Kevinli08
22
views
2
comments
0
points
Most recent by
evgeniya_a
November 2019
Back-up of receipts
Answered
Rob_P
24
views
3
comments
1
point
Most recent by
Michelle Niemi
November 2019
Is it possible to delete "Report History & Comments" section of the Report
Accepted Answer
NKB_519
507
views
3
comments
1
point
Most recent by
ccampanile
October 2019
Expensify Turorial
Answered
lrongere
52
views
1
comment
0
points
Most recent by
Christina Dobryzynski
September 2019
Per Diem for Polish Employees
Answered
MattMoore
149
views
1
comment
0
points
Most recent by
Nicole Trepanier
September 2019
Updating expenses programmatically
Answered
alvaro_psngr1
17
views
3
comments
0
points
Most recent by
Nicole Trepanier
September 2019
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