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!

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