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Getting Started

Totally new to Expensify and no idea where to start? This section will give you solid advice on where to begin.

How do you get someone from Expensify to call you about setting up an account for a company?

Answered JTAlvey 110 views 3 comments 0 points Most recent by Sheena Trepanier February 8
contractor invoices

Answered phataviator 8 views 1 comment 0 points Most recent by Sophie_Pinto February 7
Receipt number from PDF report to .csv report

Answered benjamindjian 41 views 6 comments 0 points Most recent by Matt_Daddy February 2
Open Exchange Rates, rates issues and exports

Answered Ronan_TDC 20 views 3 comments 0 points Most recent by Sheena Trepanier January 31
FAQ: Everything you need to know about Bills and Expensify

Christina Dobryzynski 12.1K views 16 comments 0 points Most recent by Alreadyhere January 11
How Can I Speak With a Supervisor

Answered Gregarious 68 views 4 comments 1 point Most recent by Trying December 2022
how to start an expense report?

Answered WJohnson 169 views 6 comments 0 points Most recent by Isabela Stisser December 2022
Copilot

Answered jwhyte 35 views 1 comment 0 points Most recent by Sara Jacobson December 2022
Expensify Feature Breakdown

Cheryl Walsh 7.7K views 2 comments 0 points Most recent by kim_expensify December 2022
Multiple Policies

Answered ✓ DaveCWS 2K views 7 comments 0 points Most recent by Sophie_Pinto December 2022
New credit cards assigned, employees added as domain members (card holders). Now what?

Answered OnewithManyQuestions 46 views 3 comments 0 points Most recent by Sophie_Pinto November 2022
Co-pilot Submit-Only vs Policy for team members with corporate credit cards??

Answered OnewithManyQuestions 37 views 6 comments 0 points Most recent by Kirk Barrett November 2022
Is there a video or can I schedule a one-on-one Zoom session with someone to get started?

Answered roc7roll_ 43 views 1 comment 0 points Most recent by Zany Renney November 2022
FAQ: How do I customize email reminders?

Rachael Hopkins 192 views 3 comments 0 points Most recent by Karly_Clark November 2022
Contract

Answered Eabs 23 views 1 comment 0 points Most recent by Michael Haxhiu October 2022
Set up demo

Answered cvelasquez 54 views 1 comment 0 points Most recent by Amanda DeWitt October 2022
Is it possible to use both Independent and Dependent Tags?

Answered josborne 48 views 1 comment 0 points Most recent by proyectovasi October 2022
Pdf receipt upload

Question Mark_Leb 103 views 0 comments 0 points Started by Mark_Leb October 2022
Amex Canada

Answered hxk 38 views 2 comments 0 points Most recent by hxk October 2022
As a Canadian company can expensify work

Answered ✓ Happygrapes88 2K views 4 comments 0 points Most recent by rbalmes October 2022
Missing columns in Expense view

Answered ✓ Flin 44 views 3 comments 0 points Most recent by Sheena Trepanier September 2022
different plan options

Answered edakens 106 views 1 comment 0 points Most recent by Amanda DeWitt September 2022
How do I modify the Expense Template

Answered FabioT_16 61 views 1 comment 0 points Most recent by Corinne Ofstad September 2022
New user with questions about best practices for setup

Answered Mike_Grattan 232 views 3 comments 1 point Most recent by Stevie LaFortune August 2022
Imaging Services Start-Up

Answered hwainner 11 views 1 comment -1 point Most recent by Sophie_Pinto August 2022
Can an expense violation rule be bypassed by autopay, recurring transactions?

Answered aandrade 8 views 2 comments 0 points Most recent by aandrade August 2022
How do I delete past Receipts from the Receipt upload screen

Answered ✓ Todd_3307 181 views 4 comments 0 points Most recent by Conor Pendergrast July 2022
What is "Access Control?"

Answered ✓ aandrade 80 views 3 comments 0 points Most recent by LaurenR_Expensify July 2022
Does Expensify automatically export to Quickbooks Desktop?

Answered tcsllc 572 views 2 comments 0 points Most recent by aandrade July 2022
Collect user fees

Answered SteveHeaton 39 views 3 comments 0 points Most recent by RS530681 July 2022

Getting Started

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Getting Started

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