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Admin Onboarding Webinar - FAQs
Here's a selection of common questions from our Admin Onboarding webinar!
Each employee can set their default policy from their own account. I would suggest having your employees set the correct default policy by navigating to Settings > Group > Policies and clicking Make Default next to the appropriate policy. That said, if your employees create a report on a different policy, they can easily update the policy that report is on by clicking into the report and choosing the accurate policy from the policy name drop-down menu in the upper right-hand corner of the report.
Categories and Tags are not dependent on each other. Categories are meant to be an overarching label for your expenses, while Tags are often used as a more granular way to identify expenses.
You can mark a report as manually reimbursed if you aren't reimbursing your users through Expensify via direct ACH reimbursement. Marking a report as manually reimbursed indicates that the report is approved and will be reimbursed outside of Expensify.
You can only reimburse employees through Expensify via ACH direct deposit. This option is only available for users residing in the US and Australia.
No, each user in Expensify can only have one User Role.
Yes, you can change someone's User Role under Settings > Policies > Group > [Policy Name] > People by choosing the blue cog next to their email and selecting Policy Admin. Additionally, you can have as many Policy Admins as necessary! There is no limit on that.
You don’t have to have the same domain as your clients to enable Domain Control. As long as their domain is private, you can go through the validation process just the same and then assign their company cards in Domain Control.
Yes! There's a company card setting in Domain Control that allows you to default company card expenses to non-reimbursable. With that setting enabled, any expenses from those cards will automatically import as non-reimbursable. Similarly, there is a setting for personal cards that you can enable so that all expenses imported from that card import as reimbursable.
We can help you migrate your domain! As long as the new email addresses map 1:1 to the old ([email protected] to [email protected]), an Expensify account doesn’t already exist with the new domain and only the original domain is validated, this process is a breeze. You'll want to reach out to [email protected] requesting a domain migration, and we'll get you sorted!
You can reject an entire report by clicking “Reject” at the top of the report.
Any expenses in a foreign currency should automatically convert to the policy's default currency.
Yes! When updating Scheduled Submit to monthly you will also have the option to select which day of the month.
It depends on your subscription type. If you're set up on Pay-per-use, and you have 20 users active that month, you'll be charged for 20 users. If you have an Annual Subscription with your subscription size set to 50 and 20 users are active that month, you'll be charged for 50 active users.
Yes, you can always increase your subscription size on an Annual subscription.
Go ahead and check out this link for more information on billing.
Yes, tags are definitely helpful here. With an accounting integration, you will need to add, edit, update your tags on the accounting integration side first and then import them into Expensify.
Only a Policy Admin will have access to the accounting integration connection. Employees won’t have the option to sync the connection or export reports to the integration in Expensify.
Navigate to Settings > Policies > Group > [Policy Name] > Connections. You’ll see all of the accounting packages that we have a direct integration with.