Deep Dives

Discussion List

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  Deep Dive: Troubleshooting Credit Card issues in Expensify

  Announcement Isabela Stisser 211 views 0 comments 0 points Started by Isabela Stisser October 30
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  Deep Dive: Understanding Credit Card Import in Expensify

  Announcement Isabela Stisser 274 views 0 comments 0 points Started by Isabela Stisser October 30
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  Reopening a report to alter expenses

  Announcement Stevie LaFortune 92 views 3 comments 0 points Most recent by Nicole Trepanier October 16
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  Easily Identify Expenses!

  Announcement Stevie LaFortune 229 views 1 comment 0 points Most recent by Daveweez August 8
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  Identifying Expenses

  Announcement Stevie LaFortune 35 views 1 comment 0 points Most recent by Daveweez August 8
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  Recognizing and Understanding violations and notes on your report

  Announcement Stevie LaFortune 50 views 0 comments 1 point Started by Stevie LaFortune August 6
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  How to make sure expenses import correctly to start

  Announcement Stevie LaFortune 57 views 0 comments 0 points Started by Stevie LaFortune August 6
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  Deep Dive: Understanding math and substring formula for custom exports

  Stevie LaFortune 11 views 0 comments 0 points Started by Stevie LaFortune December 6
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  Deep Dive: Date formating for formulas

  Stevie LaFortune 12 views 0 comments 0 points Started by Stevie LaFortune December 6
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  Deep Dive: GL Code formula

  Stevie LaFortune 14 views 0 comments 0 points Started by Stevie LaFortune December 6
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  Deep Dive: Report level formula

  Stevie LaFortune 17 views 0 comments 0 points Started by Stevie LaFortune December 6
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  Deep Dive: User level formula

  Stevie LaFortune 12 views 0 comments 0 points Started by Stevie LaFortune December 6
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  Deep Dive: Expense level formula

  Stevie LaFortune 25 views 0 comments 0 points Started by Stevie LaFortune December 6
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  Deep Dive: Understanding custom export templates and formulas

  Stevie LaFortune 19 views 0 comments 0 points Started by Stevie LaFortune December 6
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  Deep Dive: Best practices for before you get started with credit card import

  Rachael Hopkins 6 views 0 comments 0 points Started by Rachael Hopkins December 5
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  Deep Dive: Policy submission rules, violations, and best practices for setup

  Rachael Hopkins 8 views 0 comments 0 points Started by Rachael Hopkins December 5
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  Matching when the receipt includes two credit card transactions

  JKO 9 views 3 comments 0 points Most recent by Sophie Pinto-Raetz December 5
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  Deep Dive: How to avoid credit card duplicates in QuickBooks Online

  Sheena Trepanier 6 views 0 comments 0 points Started by Sheena Trepanier December 4
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  Deep Dive: Getting the most out of Expensify and Concierge in your Inbox

  Matt Moore 6 views 0 comments 0 points Started by Matt Moore December 4
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  Granting Access to a Domain

  amelia_sugianto 15 views 4 comments 0 points Most recent by amelia_sugianto December 4
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  Deep Dive: Concierge Weekly Reminder email best practices

  Matt Moore 11 views 0 comments 0 points Started by Matt Moore December 3
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  Deep Dive: Admin best practices when viewing, editing, and submitting employee reports

  Alejandro Paz 11 views 0 comments 0 points Started by Alejandro Paz December 3
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  Deep Dive: Is the bank/credit card import option right for me?

  Ariel Green 6 views 0 comments 0 points Started by Ariel Green December 3
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  Deep Dive: Domain Groups and permissions — what are they all about?

  Ariel Green 27 views 0 comments 0 points Started by Ariel Green December 3
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  Deep Dive: Best practices and when to use Copilot

  Ariel Green 6 views 0 comments 0 points Started by Ariel Green December 3
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  Deep Dive - Configure Export Settings for FinacialForce FFA

  Sonia Liapounova 4 views 0 comments 0 points Started by Sonia Liapounova December 3
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  Deep Dive - Xero: Multi-Currency

  Sonia Liapounova 4 views 0 comments 0 points Started by Sonia Liapounova December 3
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  Deep Dive: Best practices for Documents

  Sonia Liapounova 3 views 0 comments 0 points Started by Sonia Liapounova December 2
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  Deep Dive: Configuring export settings for Xero

  Ariel Green 3 views 0 comments 0 points Started by Ariel Green December 2
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  Deep Dive: Currency in Expensify overview

  Sonia Liapounova 5 views 0 comments 0 points Started by Sonia Liapounova December 2
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  Deep Dive: What is Scheduled Submit and how does it work?

  Nicole Trepanier 12 views 0 comments 0 points Started by Nicole Trepanier December 2
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  Deep Dive: Using the mobile app as a submitter best practices

  Nicole Trepanier 5 views 0 comments 0 points Started by Nicole Trepanier December 2
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  Deep Dive: What expense information is available based on role?

  Alejandro Paz 11 views 0 comments 0 points Started by Alejandro Paz December 2
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  Deep Dive: How does Concierge Receipt Audit work?

  Sonia Liapounova 3 views 0 comments 0 points Started by Sonia Liapounova December 2
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  Deep Dive: How the Zenefits connection works with Expensify

  Sonia Liapounova 6 views 0 comments 0 points Started by Sonia Liapounova December 2
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  Deep Dive: Preparing accrual - how to Reconcile Company Card Expenses

  Sonia Liapounova 5 views 0 comments 0 points Started by Sonia Liapounova December 2
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  Deep Dive: Advanced Approval

  Ariel Green 9 views 0 comments 0 points Started by Ariel Green December 2