How-to

Discussion List

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  How can I setup Multiple Policies so I can keep my personal expenses and 2nd business separate?

  Question swayclarke_1 15 views 0 comments 0 points Started by swayclarke_1 March 9 Day to Day
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  How to disable Default Tax on Categories?

  Question Ronan_TDC 10 views 0 comments 0 points Started by Ronan_TDC March 8 Day to Day
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  Intacct Credit Card Reconciliation when using Expensify

  Mikail 147 views 3 comments 1 point Most recent by Mikail February 27Best Practices
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  how to create an invoice for contractor's labor?

  Question ActiveLifeSenior1 13 views 0 comments 0 points Started by ActiveLifeSenior1 February 18 Getting Started
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  Open Exchange Rates, rates issues and exports

  Answered Ronan_TDC 34 views 3 comments 0 points Most recent by Sheena Trepanier January 31Getting Started
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  Automatic submission

  Answered Mads 501 views 3 comments 0 points Most recent by Ted Harris January 30Advanced Admin Controls
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  How To: Zero-to-hero in Postman with your first Report Retrieval

  Answered Announcement fpettinella 2.7K views 15 comments 12 points Most recent by jesusmartinez January 11Integrations and API
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  American Express US Business Company Card Import in Domain Settings

  Closed April Bekkala 1.7K views 2 comments 0 points Most recent by Jason Li January 11Product Updates
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  How to Reopen CLOSED Status report

  Question JillRod 49 views 0 comments 0 points Started by JillRod January 6 Expensify.org General Questions and Discussions
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  Update your American Express US Business Card connection!

  April Bekkala 112 views 0 comments 0 points Started by April Bekkala December 2022 Product Updates
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  American Express US Business Company Card Import in Personal Settings

  April Bekkala 2.3K views 0 comments 0 points Started by April Bekkala December 2022 Product Updates
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  How to: Export employee reimbursement details for Indirect reimbursement

  Christina Dobryzynski 1.2K views 1 comment 0 points Most recent by Maddy Lewis September 2022How-to Docs
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  New, Separate Reports for Every Day of New Expenses

  Answered ✓ Brett_McPherson 82 views 3 comments 0 points Most recent by Brett_McPherson September 2022Advanced Admin Controls
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  Missing columns in Expense view

  Answered ✓ Flin 55 views 3 comments 0 points Most recent by Sheena Trepanier September 2022Getting Started
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  Expensify <> NetSuite RESTlet Export PDFs

  Answered miggyesca 91 views 1 comment 0 points Most recent by D365BC September 2022Integrations and API
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  HOW TO: Integrate with Deel

  David Cardoza 239 views 0 comments 0 points Started by David Cardoza September 2022 Integrations and API
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  New user with questions about best practices for setup

  Answered Mike_Grattan 255 views 3 comments 1 point Most recent by Stevie LaFortune August 2022Getting Started
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  How-to: Display report IDs or transactionIDs correctly in Excel

  Sonia Liapounova 181 views 0 comments 0 points Started by Sonia Liapounova August 2022 How-to Docs
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  Why does QBD sync fail so often? And what alternative (small business accounting software) exist?

  Answered DavidDS 41 views 1 comment 1 point Most recent by RM17 August 2022Integrations and API
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  Feature Request: Billable-only PDF Reports

  loganhinders 145 views 14 comments 1 point Most recent by loganhinders August 2022Advanced Admin Controls
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  How to save locations

  Answered noshiro 28 views 1 comment 0 points Most recent by Greg Schroeder July 2022Day to Day
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  Receipt links are not opening for external users!

  Fire_Rayo 45 views 0 comments 0 points Started by Fire_Rayo July 2022 Expensify.org General Questions and Discussions
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  Integration with Learning Platform

  Question Dmytro_Robuliak 13 views 0 comments 0 points Started by Dmytro_Robuliak July 2022 Integrations and API
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  banking information in My Expensify Card

  Question tmumford49 41 views 0 comments 0 points Started by tmumford49 June 2022 Expensify Card
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  How-to: Deauthorize the Gusto to Expensify connection for your company

  Sheena Trepanier 90 views 0 comments 0 points Started by Sheena Trepanier June 2022 How-to Docs
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  SAP B1 Integration

  Question brichards12 92 views 0 comments 0 points Started by brichards12 June 2022 Integrations and API
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  Stop Creating Expenses for Monthly Expensify Fees

  Answered ZEGC 408 views 5 comments 3 points Most recent by Mark Louis June 2022Advanced Admin Controls
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  How-to: Enable Monthly Settlement

  Sheena Trepanier 1.3K views 0 comments 0 points Started by Sheena Trepanier May 2022 How-to Docs
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  How do you create a rule for recurring bills that are split?

  Question TiffanySage 85 views 0 comments 1 point Started by TiffanySage May 2022 Day to Day
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  How to: Apply for the Expensify CPA Card

  Matt Cole 304 views 0 comments 0 points Started by Matt Cole March 2022 How-to Docs