How-to

Discussion List

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  Company Wide Rules!

  Answered The_1_DRE 13 views 9 comments 0 points Most recent by Nicole Mendonca July 21Advanced Admin Controls
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  Old Expenses are re-appearing in new reports

  SuperiorDieSet 27 views 2 comments 0 points Most recent by SuperiorDieSet July 8Best Practices
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  Please return the option of hiding/minimizing the audit trail comments on reports

  Understanding the Issue SynergyConsultants30 75 views 31 comments 13 points Most recent by JayF July 6Ideas
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  API: Retrieve SubmitsTo

  Question mikecaputozi2 24 views 0 comments 0 points Started by mikecaputozi2 June 24 Integrations and API
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  Can I use expensify to create an embedded expense workflow within my own product?

  Answered AMcbride 20 views 3 comments 0 points Most recent by LaurenR_Expensify June 11Integrations and API
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  How to paginate or get more than 300 reports using Expensify API?

  Answered vishal22patel 29 views 4 comments 0 points Most recent by Nicole Mendonca May 20Integrations and API
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  [Expensify How-To] Update Brex company card connection

  Stevie LaFortune 384 views 0 comments 0 points Started by Stevie LaFortune May 13 How-to Docs
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  How-to: Export Invoices to Xero

  Gabe Essner 97 views 0 comments 0 points Started by Gabe Essner May 5 How-to Docs
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  On a multi-policy plan, can I remove one tag field from a user's policy?

  Answered Tsmith 24 views 1 comment 0 points Most recent by Conor Pendergrast April 16Advanced Admin Controls
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  Creation date curiosity

  Accepted Answer Chris_Heebs 16 views 3 comments 0 points Most recent by Sonia Liapounova April 15Day to Day
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  Reporting

  Answered Chris_Heebs 60 views 3 comments 0 points Most recent by Sonia Liapounova April 15Day to Day
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  Automatic creation of expense report for Expensify charge specifically

  Answered Kelly_G 55 views 1 comment 0 points Most recent by Michelle Niemi April 2Day to Day
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  Reconciling the Expensify Card - Sage Intacct

  Accepted Answer coltonshaw06 141 views 5 comments 0 points Most recent by Mark Louis March 31Expensify Card
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  is there a user starter training video

  Answered bdecusati 559 views 3 comments 0 points Most recent by Alejandro Paz March 30Getting Started
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  How to keep employees from switching policies

  Accepted Answer dbetz 122 views 8 comments 0 points Most recent by Rachael Hopkins March 23Advanced Admin Controls
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  Setting default policy

  Answered Blake 185 views 6 comments 0 points Most recent by Rachael Hopkins March 23Advanced Admin Controls
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  Organizing or Limiting View of GL Codes

  Accepted Answer Niccole 50 views 7 comments 0 points Most recent by Karisa Latta March 18Advanced Admin Controls
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  How To: Split a Bill

  Announcement Cheryl Walsh 145 views 0 comments 0 points Started by Cheryl Walsh March 16 How-to Docs
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  How To: Send a Payment Request To Someone

  Announcement Cheryl Walsh 200 views 0 comments 0 points Started by Cheryl Walsh March 16 How-to Docs
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  How To: Create a New Chat or a New Group chat

  Announcement Cheryl Walsh 52 views 0 comments 0 points Started by Cheryl Walsh March 16 How-to Docs
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  How To: Update/Edit your Profile in Expensify.cash?

  Announcement Cheryl Walsh 98 views 0 comments 0 points Started by Cheryl Walsh March 16 How-to Docs
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  Bill Pay Automatic Email Sent to my Vendors

  Answered Hamm 28 views 4 comments 0 points Most recent by Hamm March 5Getting Started
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  How can I split a single receipt between reports

  Accepted Answer jchgod 19 views 1 comment 0 points Most recent by Rachael Hopkins February 28Best Practices
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  Switching Expensify synch from QB to Intacct

  Accepted Answer DDefelice 36 views 1 comment 0 points Most recent by Victoria O'leary February 24Integrations and API
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  How-to: Pay your invoices and bills with Venmo!

  Christina Dobryzynski 499 views 0 comments 0 points Started by Christina Dobryzynski February 22 How-to Docs
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  Is there a template on how to seamlessly integrate Expensify & Netsuite?

  Answered Nur 62 views 5 comments 0 points Most recent by Jeremy Boniface February 15Working with Clients as an ExpensifyApproved! Accountant
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  Multiple Reports Created by Expensify

  Answered AmyS 64 views 1 comment 0 points Most recent by Zany Renney February 12Best Practices
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  Sage Intacct CC export missing memo and ref no.

  Answered FinanceLi 10 views 1 comment 0 points Most recent by Jason Li February 103rd party integrations
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  How to: Get Paid for an Invoice and Bill

  Christina Dobryzynski 341 views 0 comments 0 points Started by Christina Dobryzynski February 5 How-to Docs
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  API with Python

  Answered mikecaputozi 92 views 1 comment 0 points Most recent by mikecaputozi January 25Advanced Admin Controls