How do I invite an outside vendor to our policy to be reimbursed for a purchase?

jan_o
jan_o Expensify Customer Posts: 16 Expensify Newcomer
in Getting Started

How do I invite an outside vendor to our policy to be reimbursed for a purchase they made for our company?

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Answers

  • Cortney Ofstad
    Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 173 Expensify Team

    Hi @jan_o! Thanks for reaching out! If you are a Policy Admin, you can invite anyone to the policy by logging into the Expensify website, navigating to Settings - Policies - Group - [Policy Name] - People, and clicking Invite at the top of the policy members list.

    If you have any other questions or need anything else, please let me know!

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