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: Configure Coding for FinancialForce – PSA or SRP

Mark Louis 86 views 0 comments 0 points Started by Mark Louis November 2019
Deep Dive: Troubleshooting Credit Card issues in Expensify

Isabela Stisser 7.8K views 0 comments 0 points Started by Isabela Stisser October 2019
Deep Dive: Understanding your Expensify Card statement

Stephanie Elliot 789 views 0 comments 0 points Started by Stephanie Elliot October 2019
Deep Dive: What are Smart Limits?

Conor Pendergrast 3.5K views 0 comments 0 points Started by Conor Pendergrast September 2019
Deep Dive: Expensify Card and QuickBooks Online Auto-Reconciliation: How it works!

Nicole Trepanier 2.8K views 0 comments 0 points Started by Nicole Trepanier September 2019
Deep Dive: What are Per Diems and how do they work in Expensify?

Ted Harris 1.4K views 0 comments 0 points Started by Ted Harris September 2019
Deep Dive: Reopening a report to alter expenses

Stevie LaFortune 335 views 0 comments 0 points Started by Stevie LaFortune August 2019
Deep Dive: How to make sure expenses import correctly to start

Stevie LaFortune 124 views 0 comments 0 points Started by Stevie LaFortune August 2019
Deep Dive: Easily Identify Expenses!

Stevie LaFortune 817 views 0 comments 0 points Started by Stevie LaFortune August 2019
Deep Dive: How to combine reports and best practices for doing so

Matt Moore 1.1K views 0 comments 0 points Started by Matt Moore May 2019
Deep Dive: Taking over as an Expensify admin? Here’s your guide to a smooth transition!

Isabela Stisser 1.7K views 0 comments 0 points Started by Isabela Stisser May 2019
Deep Dive: Deleting expenses and what happens when you do!

Cortney Ofstad 874 views 0 comments 3 points Started by Cortney Ofstad April 2019
[Track] Hey Parents! Use Expensify to track college student expenses and maximize your refund

Stevie LaFortune 275 views 0 comments 0 points Started by Stevie LaFortune April 2019
[Track] Keeping business and personal expenses separate

Ariel Green 437 views 0 comments 0 points Started by Ariel Green March 2019
[Track] Using Expensify to file self-employed expenses with online tax software

Stephanie Elliot 656 views 0 comments 1 point Started by Stephanie Elliot March 2019
[Track] Sharing your self-employed expenses with your bookkeeper or accountant

Stephanie Elliot 391 views 0 comments 6 points Started by Stephanie Elliot March 2019
[Track] Tracking self-employment expenses to maximize deductions at tax time

Stephanie Elliot 519 views 0 comments 1 point Started by Stephanie Elliot March 2019
[Track] Getting started catching up on old expenses? SmartScan receipts or import in bulk!

Stephanie Elliot 964 views 0 comments 1 point Started by Stephanie Elliot February 2019
Deep Dive: Where to email receipts to (to get them into your Expensify expenses!)

Rachael Hopkins 9.2K views 0 comments 37 points Started by Rachael Hopkins September 2018