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Expensify Classroom - Help Docs and Webinars
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How-to Docs
How-to Docs
Need to know how to do something in Expensify like creating an expense, submitting a report, connecting an integration or upgrading your account? If so, you've come to the right place!
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Discussion List
How To: Set up/Disable 2FA for your Domain
Announcement
Cheryl Walsh
163
views
0
comments
0
points
Started by
Cheryl Walsh
September 2020
How-to: Format text messages in Expensify
Announcement
Sophie_Pinto
373
views
0
comments
0
points
Started by
Sophie_Pinto
April 2020
How-to: Add and remove domain admins
Announcement
Stephanie Elliot
1.6K
views
0
comments
0
points
Started by
Stephanie Elliot
December 2019
How-to: Become an Expensify.org Donor
Sheena Trepanier
19
views
0
comments
0
points
Started by
Sheena Trepanier
January 15
How-to: Use NetSuite's updated "Suitetax" feature
Monte Barnard
141
views
0
comments
0
points
Started by
Monte Barnard
December 2020
How-to: Change your Expensify Card settlement account
Joe_Kaufman1
99
views
0
comments
0
points
Started by
Joe_Kaufman1
December 2020
How-to: Move from NetSuite SuiteSignOn to Token-Based Authentication (deadline passed)
Al Garces
3.6K
views
0
comments
0
points
Started by
Al Garces
November 2020
How-to: Add Additional Details or New Invoice Fields to Your Invoice Report
Zany Renney
206
views
0
comments
0
points
Started by
Zany Renney
October 2020
How-to: Receive Company Bills in Expensify
Christina Dobryzynski
7.4K
views
0
comments
1
point
Started by
Christina Dobryzynski
September 2020
How-to: Copy an exisiting Invoice
Christina Dobryzynski
82
views
0
comments
0
points
Started by
Christina Dobryzynski
September 2020
How-to: Rebill an expense as an invoice
Christina Dobryzynski
272
views
0
comments
0
points
Started by
Christina Dobryzynski
September 2020
How-to: Close a report
Ariel Green
1.1K
views
2
comments
0
points
Most recent by
Rachael Hopkins
September 2020
How To: Pay/Get Paid for invoices using Paypal.me and Expensify
Cheryl Walsh
1.2K
views
0
comments
0
points
Started by
Cheryl Walsh
September 2020
How to: Enable Two Factor Authentication in your account
Kadie Alexander
1.1K
views
0
comments
0
points
Started by
Kadie Alexander
August 2020
American Express® Business Card troubleshooting
Closed
Stevie LaFortune
804
views
0
comments
0
points
Started by
Stevie LaFortune
August 2020
How-to: Add attachments to report comments (on the web and mobile app)
Katie Oswalt
309
views
0
comments
0
points
Started by
Katie Oswalt
August 2020
How To: Track and report on Fringe Benefits Tax (FBT)
Rachael Hopkins
98
views
0
comments
0
points
Started by
Rachael Hopkins
August 2020
How to: Duplicate an expense
Christina Dobryzynski
154
views
0
comments
0
points
Started by
Christina Dobryzynski
July 2020
How-to: Export Invoices to NetSuite
Victoria O'leary
724
views
0
comments
0
points
Started by
Victoria O'leary
July 2020
How-to: Request your Expensify account be set as tax-exempt
Stevie LaFortune
499
views
0
comments
0
points
Started by
Stevie LaFortune
July 2020
How-to: Request an ANZ Bank (NZ) card feed
Rachael Hopkins
232
views
0
comments
0
points
Started by
Rachael Hopkins
May 2020
How-To: Migrate to the new Per Diem feature
Ted Harris
3.4K
views
1
comment
0
points
Most recent by
Ted Harris
May 2020
How To: Upload your Accelo Project Codes as Tags in Expensify
Rachael Hopkins
71
views
0
comments
0
points
Started by
Rachael Hopkins
May 2020
How to: Connect Accelo to Expensify
Rachael Hopkins
58
views
0
comments
0
points
Started by
Rachael Hopkins
May 2020
How-to: Cancel your Monthly Subscription
Sheena Trepanier
1.1K
views
0
comments
0
points
Started by
Sheena Trepanier
April 2020
How-to: Connect Expensify to Global VaTax
Jenna Hay
110
views
0
comments
0
points
Started by
Jenna Hay
April 2020
How-to: Change a default policy
Christina Dobryzynski
882
views
0
comments
0
points
Started by
Christina Dobryzynski
April 2020
How-to: Duplicate a Group policy
Sheena Trepanier
208
views
0
comments
0
points
Started by
Sheena Trepanier
April 2020
How-to: Change your email in Expensify
Sheena Trepanier
1.2K
views
0
comments
0
points
Started by
Sheena Trepanier
April 2020
How-to: Add category and tag approvers
Sheena Trepanier
548
views
0
comments
0
points
Started by
Sheena Trepanier
April 2020
How to: Enable Scheduled Submit for a group policy
Ariel Green
85.5K
views
2
comments
0
points
Most recent by
Karisa Latta
March 2020
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