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Deep Dive Docs
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.
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Discussion List
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
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