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: Connect to Sage Intacct - User-based Permissions - Vendor Bills

Brigid Bello 837 views 0 comments 0 points Started by Brigid Bello March 2020
How-to: Save manual company card import layouts

Sheena Trepanier 101 views 0 comments 0 points Started by Sheena Trepanier March 2020
How-to: Import and assign company cards from CSV file

Sheena Trepanier 6.4K views 0 comments 0 points Started by Sheena Trepanier March 2020
How-to: Set your Time Zone for the Report Comments

Matt Moore 208 views 0 comments 0 points Started by Matt Moore March 2020
How to: Export employee reimbursement details for Indirect reimbursement

Christina Dobryzynski 355 views 0 comments 0 points Started by Christina Dobryzynski March 2020
How-to: Connect to Sage Intacct

Sonia Liapounova 1.6K views 0 comments 0 points Started by Sonia Liapounova March 2020
How-to: Connect multiple cards to import transactions ~ combine them under one login.

Stevie LaFortune 897 views 0 comments 0 points Started by Stevie LaFortune February 2020
How-to: Enable and disable Public Receipt Visibility

Sheena Trepanier 215 views 0 comments 0 points Started by Sheena Trepanier February 2020
How-to: set mileage rates and track tax on Distance expenses

Isabela Stisser 1.5K views 1 comment 0 points Most recent by Julia January 2020
How-to: Enable or disable Personal Karma for my individual expenses

Sheena Trepanier 4.1K views 0 comments 0 points Started by Sheena Trepanier January 2020
How-to: Enable or disable Corporate Karma for my company

Sheena Trepanier 15.2K views 0 comments 0 points Started by Sheena Trepanier January 2020
How-to: Reimburse overseas employees (for US employers)

Jenna Hay 1.7K views 0 comments 0 points Started by Jenna Hay January 2020
How-to: Get reimbursed outside the US with TransferWise (for non-US employees)

Jenna Hay 1K views 0 comments 0 points Started by Jenna Hay January 2020
How-to: Print a report

Al Garces 362 views 0 comments 0 points Started by Al Garces January 2020
How-to: Use Expense page filters and analytics

Mark Louis 1.3K views 1 comment 0 points Most recent by bgestetner3 December 2019
How-To: Collect employee bank details for indirect reimbursement

Sonia Liapounova 620 views 0 comments 0 points Started by Sonia Liapounova December 2019
How-to: Connect FinancialForce PSA/SRP to your policy

Sheena Trepanier 454 views 1 comment 0 points Most recent by Caitlin_FF December 2019
How-to: Email Receipts to Expensify

Sheena Trepanier 10.2K views 0 comments 1 point Started by Sheena Trepanier December 2019
How-to: Connect your personal card to import expenses

Sheena Trepanier 9.7K views 0 comments 1 point Started by Sheena Trepanier December 2019
How-to: Reopen your account

Sheena Trepanier 571 views 0 comments 0 points Started by Sheena Trepanier December 2019
How-to: Set up SAML Authentication with Centrify

Sheena Trepanier 47 views 0 comments 0 points Started by Sheena Trepanier December 2019
How-to: Create mileage expenses in Expensify

Sheena Trepanier 3.2K views 0 comments 0 points Started by Sheena Trepanier December 2019
How-to: Set up and manage multi-level tagging

Stephanie Elliot 4K views 0 comments 0 points Started by Stephanie Elliot December 2019
How-to: Manage your contact preferences

Stephanie Elliot 277 views 0 comments 0 points Started by Stephanie Elliot December 2019
How-to: Find and use the Comments section of a Report!

Stephanie Elliot 447 views 0 comments 0 points Started by Stephanie Elliot December 2019
How To: Apply simple tax to expenses

Stephanie Elliot 340 views 0 comments 0 points Started by Stephanie Elliot December 2019
How-to: Connect to QuickBooks Desktop

Brigid Bello 6.6K views 0 comments 0 points Started by Brigid Bello December 2019
How-to: Download NetSuite logs to assist with troubleshooting

Katie Oswalt 177 views 0 comments 0 points Started by Katie Oswalt November 2019
How To: Set up User Defined Dimensions in Sage Intacct

Rachael Hopkins 483 views 0 comments 0 points Started by Rachael Hopkins November 2019