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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: 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
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0
comments
0
points
Started by
Sheena Trepanier
January 2020
How-to: Reimburse overseas employees (for US employers)
Jenna Hay
1.7K
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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
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