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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 or edit Smart Limits for an individual cardholder
Conor Pendergrast
2.4K
views
0
comments
0
points
Started by
Conor Pendergrast
September 2019
How-to: Set or edit the default Smart Limit for a group
Conor Pendergrast
832
views
0
comments
0
points
Started by
Conor Pendergrast
September 2019
How-to: Set Smart Limits for the Expensify Card
Conor Pendergrast
738
views
0
comments
0
points
Started by
Conor Pendergrast
September 2019
How-to: Connect to Sage Intacct - Role-based Permissions - Vendor Bills
Isabela Stisser
537
views
0
comments
0
points
Started by
Isabela Stisser
September 2019
How-to: Split expenses on the web and mobile app
Isabela Stisser
1.2K
views
0
comments
0
points
Started by
Isabela Stisser
September 2019
How-to: Change the billing owner for your policy
Isabela Stisser
2.4K
views
0
comments
0
points
Started by
Isabela Stisser
September 2019
How-to: Connect your policy to QuickBooks Online
Stevie LaFortune
5.6K
views
0
comments
0
points
Started by
Stevie LaFortune
September 2019
How-to: Enable SAML SSO
Stevie LaFortune
3.1K
views
0
comments
0
points
Started by
Stevie LaFortune
September 2019
How-to: Set up default report titles
Stevie LaFortune
1.1K
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0
comments
0
points
Started by
Stevie LaFortune
September 2019
How-to: Set up billable expenses for a company policy
Stevie LaFortune
552
views
0
comments
0
points
Started by
Stevie LaFortune
September 2019
How-to: Identify and process outstanding company card expenses using the Reconciliation Dashboard
Stevie LaFortune
999
views
0
comments
0
points
Started by
Stevie LaFortune
September 2019
How-to: Reconcile your company cards statement in Expensify
Stevie LaFortune
5.5K
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0
comments
1
point
Started by
Stevie LaFortune
September 2019
How-to: Set your Annual Subscription Size
Stevie LaFortune
1.4K
views
0
comments
0
points
Started by
Stevie LaFortune
September 2019
How-to: Create and send invoices
Stevie LaFortune
1.9K
views
0
comments
1
point
Started by
Stevie LaFortune
September 2019
How-To: Set up an American Express Corporate feed
Stevie LaFortune
4.7K
views
0
comments
0
points
Started by
Stevie LaFortune
September 2019
How-to: Set up a MasterCard commercial feed
Stevie LaFortune
2K
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0
comments
0
points
Started by
Stevie LaFortune
September 2019
How-to: Set up a Visa commercial feed
Stevie LaFortune
2.5K
views
0
comments
0
points
Started by
Stevie LaFortune
September 2019
How to: Pay your Expensify Card balance
Stephanie Elliot
887
views
0
comments
0
points
Started by
Stephanie Elliot
September 2019
How-to: Set up Concierge report approval
Mark Louis
1.3K
views
0
comments
0
points
Started by
Mark Louis
September 2019
How-to: Automate reimbursement
Mark Louis
487
views
0
comments
0
points
Started by
Mark Louis
September 2019
How-to: Create Expense Rules
Mark Louis
2.6K
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0
comments
0
points
Started by
Mark Louis
September 2019
How-to: Set a default hourly rate for yourself
Mark Louis
48
views
0
comments
0
points
Started by
Mark Louis
September 2019
How-to: Changing your account's default currency
Sonia Liapounova
456
views
0
comments
0
points
Started by
Sonia Liapounova
September 2019
How-to: Set a policy default business bank account and reimburser
Sonia Liapounova
403
views
0
comments
0
points
Started by
Sonia Liapounova
September 2019
How-to: [Alternate option] Submit to Bill.com as part of your approval workflow
Sonia Liapounova
373
views
0
comments
0
points
Started by
Sonia Liapounova
September 2019
How-to: Add or remove a Copilot
Ariel Green
36.2K
views
0
comments
0
points
Started by
Ariel Green
September 2019
How-to: Create Per Diem expenses
Ted Harris
1.8K
views
0
comments
0
points
Started by
Ted Harris
September 2019
How-to: Add an Australian business bank account
Sonia Liapounova
131
views
0
comments
0
points
Started by
Sonia Liapounova
September 2019
How-to: Export to individual GL accounts
Sonia Liapounova
1.7K
views
0
comments
0
points
Started by
Sonia Liapounova
September 2019
How-to: Export credit card expenses to a pooled GL account
Sonia Liapounova
421
views
0
comments
0
points
Started by
Sonia Liapounova
September 2019
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