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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: Update company card preferences
Sonia Liapounova
552
views
0
comments
0
points
Started by
Sonia Liapounova
September 2019
How-to: Connect to Sage Intacct - User-based Permissions - Expense Reports
Katie Oswalt
609
views
0
comments
0
points
Started by
Katie Oswalt
September 2019
How-to: Import expenses from a credit card or bank (on both the web and the app)
Katie Oswalt
813
views
0
comments
0
points
Started by
Katie Oswalt
September 2019
How-To: Enable Google Apps SSO with your Expensify Group policy
Rachael Hopkins
228
views
0
comments
0
points
Started by
Rachael Hopkins
September 2019
How-to: Downgrade to a Free Account
Rachael Hopkins
2.6K
views
0
comments
0
points
Started by
Rachael Hopkins
September 2019
How-to: Setup your Per Diem rates
Ted Harris
4.3K
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0
comments
0
points
Started by
Ted Harris
September 2019
Moved: Deep Dive: What are Per Diems and how do they work in Expensify?
Closed
Ted Harris
1
view
0
comments
0
points
Started by
Ted Harris
September 2019
How-to: Remove a Policy Member
Rachael Hopkins
1.2K
views
0
comments
0
points
Started by
Rachael Hopkins
September 2019
How-to: Share a Business Bank Account
Rachael Hopkins
1.2K
views
0
comments
0
points
Started by
Rachael Hopkins
September 2019
How-to: Increase your Subscription Size
Rachael Hopkins
487
views
0
comments
0
points
Started by
Rachael Hopkins
September 2019
How-to: Add a business bank account to reimburse employees, pay bills and invoices (US only)
Katie Oswalt
5.4K
views
0
comments
0
points
Started by
Katie Oswalt
September 2019
How-to: Create a custom export
Nicole Trepanier
1.1K
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0
comments
0
points
Started by
Nicole Trepanier
September 2019
How-to: Undo Submit
Nicole Trepanier
987
views
0
comments
0
points
Started by
Nicole Trepanier
September 2019
How to: Set up billable expenses for an individual policy
Stephanie Elliot
132
views
0
comments
0
points
Started by
Stephanie Elliot
September 2019
How-to: Add sub-categories
Nicole Trepanier
229
views
0
comments
0
points
Started by
Nicole Trepanier
September 2019
How-to: Enforce your group policy's approval work flow
Katie Oswalt
361
views
0
comments
0
points
Started by
Katie Oswalt
September 2019
How to: Mark a report as reimbursed outside Expensify
Stephanie Elliot
943
views
0
comments
0
points
Started by
Stephanie Elliot
September 2019
How to: Edit your employee's expenses as a policy admin
Nicole Trepanier
175
views
0
comments
0
points
Started by
Nicole Trepanier
September 2019
How-to: Create a time expense
Rachael Hopkins
308
views
0
comments
0
points
Started by
Rachael Hopkins
September 2019
How-to: Manually Create a Report
Nicole Trepanier
9.1K
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0
comments
0
points
Started by
Nicole Trepanier
September 2019
How-to: Set Up a Direct Bank Connection for Company Cards
Sonia Liapounova
1.7K
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0
comments
0
points
Started by
Sonia Liapounova
September 2019
How-to: Upload receipts on mobile
Isabela Stisser
1.6K
views
0
comments
0
points
Started by
Isabela Stisser
September 2019
How-to: Apply complex tax to expenses
Isabela Stisser
497
views
0
comments
0
points
Started by
Isabela Stisser
September 2019
How-to: Export reports to a CSV template
Isabela Stisser
1.4K
views
0
comments
0
points
Started by
Isabela Stisser
September 2019
How-to: Use Guided Review to approve reports
Isabela Stisser
1.1K
views
0
comments
0
points
Started by
Isabela Stisser
September 2019
How-to: Set up and add single tags
Isabela Stisser
3.3K
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0
comments
0
points
Started by
Isabela Stisser
September 2019
How-to: set up your mobile app
Isabela Stisser
100
views
0
comments
0
points
Started by
Isabela Stisser
September 2019
How-to: change the frequency of report submission
Isabela Stisser
723
views
0
comments
1
point
Started by
Isabela Stisser
September 2019
How-to: Merge two expenses
Isabela Stisser
2.3K
views
0
comments
0
points
Started by
Isabela Stisser
September 2019
How-to: Download the mobile app
Isabela Stisser
31.6K
views
0
comments
0
points
Started by
Isabela Stisser
September 2019
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