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 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 views 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 views 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 views 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 views 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