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: 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 views 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 views 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 views 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 views 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 views 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