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Deep Dive Docs

Here you'll find posts containing best practices, supporting unique use cases, covering common tasks in Expensify, and deeper looks into specific features. Join us for discussions and share feedback to improve how you use Expensify.

Deep Dive: Karma Feedback Loops

Announcement Stef_Expensify123 171 views 0 comments 0 points Started by Stef_Expensify123 July 2021
Deep Dive: How Expensify Cards Automatically Reconcile in Xero

Announcement Matt Moore 2.4K views 0 comments 1 point Started by Matt Moore July 2020
Deep Dive: Company card best practices

Announcement Stevie LaFortune 6.4K views 0 comments 0 points Started by Stevie LaFortune January 2020
Deep Dive: Understanding Credit Card Import options

Announcement Isabela Stisser 23.2K views 0 comments 0 points Started by Isabela Stisser October 2019
Deep Dive: The Expensify Card

Announcement Stephanie Elliot 24.1K views 0 comments 5 points Started by Stephanie Elliot October 2019
Deep Dive: How the #announce and #admins rooms work

Jason Li 405 views 0 comments 0 points Started by Jason Li June 2022
Deep Dive: What's the CPA Card?

Matt Cole 931 views 0 comments 0 points Started by Matt Cole March 2022
Deep Dive: Concierge's Prompts to Increase Your Annual Subscription

Conor Pendergrast 1.1K views 0 comments 0 points Started by Conor Pendergrast March 2022
Deep Dive: Running System Stress Tests

Tim Golen 73 views 0 comments 0 points Started by Tim Golen January 2022
Deep Dive: All about the Reports page

Rachael Hopkins 2.7K views 0 comments 0 points Started by Rachael Hopkins November 2021
Deep Dive: Marking reports as exported or "entered"

Rachael Hopkins 634 views 0 comments 1 point Started by Rachael Hopkins October 2021
Deep Dive: All about the Expenses page

Rachael Hopkins 2.3K views 0 comments 0 points Started by Rachael Hopkins August 2021
Deep Dive: Getting Started with the Mobile Inbox

Rachael Hopkins 2.2K views 0 comments 0 points Started by Rachael Hopkins July 2021
Deep Dive: The Free Plan & Workspaces

Closed Cheryl Walsh 11.4K views 0 comments 0 points Started by Cheryl Walsh July 2021
Deep Dive: The Preferred Exporter

Ted Harris 471 views 0 comments 0 points Started by Ted Harris March 2021
Deep Dive: Best practices for using the Expensify Cards with an indirect accounting integration

Sonia Liapounova 2.1K views 0 comments 0 points Started by Sonia Liapounova March 2021
A Guide to Finding Help Resources in the Community

Sheena Trepanier 196 views 0 comments 0 points Started by Sheena Trepanier February 2021
Deep Dive: Expensify Card and Sage Intacct Auto-Reconciliation

Mark Louis 1.9K views 0 comments 0 points Started by Mark Louis January 2021
Deep Dive: What is Karma and how does it help fight injustice?

Sheena Trepanier 2.8K views 0 comments 0 points Started by Sheena Trepanier January 2021
Deep Dive: How the Expensify <> Rippling integration saves your HR & IT teams hours each month

Gabe Essner 1.8K views 0 comments 0 points Started by Gabe Essner January 2021
Deep Dive: Your Free Trial

TJ Ferriss 5.2K views 0 comments 0 points Started by TJ Ferriss December 2020
FAQ: Will receipt images export to Xero?

Sonia Liapounova 505 views 0 comments 0 points Started by Sonia Liapounova November 2020
Deep Dive: A change to account creation for verified Domains

Ben Fitz 681 views 0 comments 0 points Started by Ben Fitz October 2020
Deep Dive: Who can view a vendor invoice and pay a company bill?

Christina Dobryzynski 471 views 0 comments 0 points Started by Christina Dobryzynski September 2020
Deep Dive: Receive Company Bills in Expensify

Christina Dobryzynski 67.4K views 0 comments 1 point Started by Christina Dobryzynski September 2020
Deep Dive: Should I Use NetSuite Expense Reports for Company Card Expenses?

Nicole Trepanier 2.2K views 0 comments 5 points Started by Nicole Trepanier September 2020
Deep Dive - Duplicate Detection: What is it and how it works!

Matt Moore 2.6K views 2 comments 0 points Most recent by Matt Moore August 2020
Deep Dive: CSV details for sending multiple invoices at once

Christina Dobryzynski 744 views 0 comments 0 points Started by Christina Dobryzynski August 2020
Deep Dive: Company Credit Card Import options

Sasha Kluger 4.6K views 0 comments 0 points Started by Sasha Kluger August 2020
Deep Dive: Personal Credit Card Import options

Sasha Kluger 2.2K views 0 comments 0 points Started by Sasha Kluger August 2020
Deep Dive: Processing fees when using Expensify invoicing

Christina Dobryzynski 3.2K views 0 comments 0 points Started by Christina Dobryzynski August 2020
Deep Dive: Best Practices for Creating and Sending Invoices

Victoria O'leary 6.3K views 0 comments 0 points Started by Victoria O'leary July 2020
Deep Dive: Why does my Expensify Card Liability Account have a balance?

Conor Pendergrast 1.4K views 0 comments 2 points Started by Conor Pendergrast July 2020
Deep Dive: Understanding Improved Concierge and Report Commenting Features!

Sheena Trepanier 335 views 0 comments 0 points Started by Sheena Trepanier June 2020
Deep Dive: What is included with your complimentary Global Rescue membership

Christina Dobryzynski 1.5K views 0 comments 1 point Started by Christina Dobryzynski June 2020

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