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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 to display or report before tax amount

Answered HGG 15 views 2 comments 0 points Most recent by OliverKlosov 9:52AM
Automatically closed due to submit-only policy

Answered AdamRiwospine 25 views 1 comment 0 points Most recent by Rachael Hopkins October 17
Expensify Feature Breakdown

Cheryl Walsh 237 views 0 comments 0 points Started by Cheryl Walsh October 15
How do I change the day of month I set for report to get sent to my supervisor?

Answered Rho 13 views 1 comment 0 points Most recent by Conor Pendergrast October 14
I don't see the settings tab

Answered rbyrne05 8 views 1 comment 0 points Most recent by Mark Louis October 12
Option to stop emailing vendors

Answered CMcPherson 18 views 1 comment 0 points Most recent by Rachael Hopkins October 4
how to set up account and add users

Accepted Answer timrobertsusa 1.1K views 3 comments 0 points Most recent by Michelle Niemi September 21
What is the difference between a Category and a Tag

Accepted Answer eharrietha 1.7K views 4 comments 1 point Most recent by Kirk Barrett September 20
Credit Card Import Benefits

Answered tccpg288 54 views 1 comment 0 points Most recent by Kirk Barrett September 15
CAN I TALK WITH A CUSTOMER REPRESENTATIVE ON THE PHONE?

Accepted Answer GCAINREALTOR_9988 64 views 4 comments 0 points Most recent by Kadie Alexander September 3
Does anyone have their QB Hosted on GoToMyERP?

Answered MarkKerr 1 view 1 comment 0 points Most recent by Kirk Barrett September 1
Categories suddenly gone on iPhone

Answered MoneyJ 12 views 2 comments 0 points Most recent by Sophie_Pinto August 29
Subcontractors

Answered CarolynM 13 views 1 comment 0 points Most recent by April Bekkala August 17
What is the best training module to use for general view of the system features and benefits?

Answered jefferyb 105 views 2 comments 0 points Most recent by Kirk Barrett August 16
Where do I find the settings tab?

Answered APearson 13 views 1 comment 0 points Most recent by Matt Cole August 13
I have an account in Expensify already. how do i access my company expense policy?

Answered R_Tengler67 48 views 1 comment 0 points Most recent by LaurenR_Expensify August 12
Rick Ridolfo

Answered rickridolfo 1 view 1 comment 0 points Most recent by April Bekkala August 9
Who and how to I put my company down to receive my receipts for approval?

Answered dtanner03 28 views 1 comment 0 points Most recent by April Bekkala August 5
How to fix sync issues with the third party application in the quickbooks?

Answered joyalex 16 views 3 comments 0 points Most recent by Zany Renney August 4
CATEGORIES

Answered BELLEEK 91 views 1 comment 0 points Most recent by Cheryl Walsh August 3
Make a claim

Answered NigelW1525 28 views 1 comment 0 points Most recent by Zany Renney August 2
can we use Expensify without direct connecting to a bank?

Answered Cmleboeuf 46 views 1 comment 0 points Most recent by Sheena Trepanier July 29
Do we have to direct connect to a bank?

Answered Cmleboeuf 60 views 1 comment 0 points Most recent by Sheena Trepanier July 28
Direct Connect with Whitney bank?

Accepted Answer Cmleboeuf 15 views 1 comment 1 point Most recent by Sheena Trepanier July 28
Change name on my profil

Answered zdadbek 13 views 1 comment 0 points Most recent by Stevie LaFortune July 26
Charity Discount

Answered JC1 11 views 1 comment 0 points Most recent by Stevie LaFortune July 26
Join my company policy

Answered EricDutcher 63 views 3 comments 0 points Most recent by Nicole Mendonca July 22
Account set up

Answered NTurner_340 131 views 1 comment 0 points Most recent by Cortney Ofstad July 21
FAQ: Free Plan and Workspaces

Cheryl Walsh 344 views 0 comments 0 points Started by Cheryl Walsh July 20

Getting Started

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