How-to

Discussion List

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  Add a Tag to a policy via API

  Answered Me_Too 17 views 2 comments 0 points Most recent by Me_Too January 18Integrations and API
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  No Domain to "control"

  Question SAOSBR 2 views 0 comments 0 points Started by SAOSBR January 17 Working with Clients as an ExpensifyApproved! Accountant
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  Filter out exported reports?

  VickiB 11 views 0 comments 0 points Started by VickiB January 16 Advanced Admin Controls
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  Is there a way to create a multi-line report?

  Question Bmetzgar 11 views 0 comments 0 points Started by Bmetzgar January 15 Advanced Admin Controls
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  Can you include an option to print full size, legible receipts when we print the expense reports?

  Answered Dwieland 15 views 4 comments 0 points Most recent by Cortney Ofstad January 14Day to Day
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  Does the option to search expenses by the actual expense amount exist?

  Answered Rasplu 12 views 2 comments 0 points Most recent by Lauren Schurr January 13Day to Day
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  Reimburse Report to Specific Bank Account

  Gathering use cases SeaOfCoffee 19 views 1 comment 1 point Most recent by Ben Fitz January 12Ideas
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  How do I change the default email address reports are sent to?

  Accepted Answer Unclenick 36 views 7 comments 0 points Most recent by John Schuster January 11Getting Started
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  smart scan not working

  Answered darrengandhi 16 views 1 comment 0 points Most recent by Brigid Bello January 10Day to Day
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  Issue Searching for Tags and Updating Multiple States

  Accepted Answer alazich 11 views 3 comments 0 points Most recent by Rachael Hopkins January 10Day to Day
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  How-to: Enable Personal Offsets for my individual expenses

  Sheena Trepanier 44 views 0 comments 0 points Started by Sheena Trepanier January 10 How-tos
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  Is there a way to export expense report number into Netsuite?

  Answered Swalia 17 views 1 comment 0 points Most recent by Jeremy Boniface January 10Integrations and API
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  How-to: Enable or disable Corporate Offsets for my company

  Sheena Trepanier 37 views 0 comments 0 points Started by Sheena Trepanier January 8 How-tos
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  How to add Description while Import Transactions from File

  Answered Irina_R 23 views 1 comment 1 point Most recent by Brigid Bello January 8Best Practices
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  Deleting 'Old Chase Connection'

  Answered sgrimmer_obca1 11 views 1 comment 0 points Most recent by Conor Pendergrast January 7Integrations and API
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  How to: Enable Scheduled Submit for a group policy

  Ariel Green 83 views 1 comment 0 points Most recent by XL_Sean January 6How-tos
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  How-to: Reimburse overseas employees (for US employers)

  Jenna Hay 49 views 0 comments 0 points Started by Jenna Hay January 6 How-tos
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  How-to: Get reimbursed outside the US with TransferWise (for non-US employees)

  Jenna Hay 63 views 0 comments 0 points Started by Jenna Hay January 6 How-tos
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  Never used expensify. how do i sign up a client

  Answered Chris_e59 28 views 4 comments 0 points Most recent by Lauren Reid December 2019Getting Started
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  How-to: Use Expense page filters and analytics

  Mark Louis 98 views 2 comments 0 points Most recent by bgestetner3 December 2019How-tos
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  What to do with this message?

  Answered Ass9530 23 views 2 comments 0 points Most recent by Rachael Hopkins December 2019Day to Day
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  My reimbursable expenses went to zero when my report was just submitted

  Answered JAX 18 views 1 comment 0 points Most recent by Jason Li December 2019Day to Day
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  Is there a way to review your policy members and identify reimbursement methods?

  Accepted Answer jesseb 17 views 3 comments 0 points Most recent by Sophie Pinto-Raetz December 2019Advanced Admin Controls
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  How-to: Add a personal bank account to receive reimbursement

  Sonia Liapounova 73 views 0 comments 0 points Started by Sonia Liapounova December 2019 How-tos
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  How-To: Collect employee bank details for indirect reimbursement

  Sonia Liapounova 26 views 0 comments 0 points Started by Sonia Liapounova December 2019 How-tos
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  How-to: Connect FinancialForce PSA/SRP to your policy

  Sheena Trepanier 40 views 1 comment 0 points Most recent by Caitlin_FF December 2019How-tos
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  Ability to Separate Reports by Credit Card

  Gathering use cases Sam_Kumar 57 views 3 comments 6 points Most recent by Mark Louis December 2019Ideas
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  How-to: Email Receipts to Expensify

  Sheena Trepanier 123 views 0 comments 0 points Started by Sheena Trepanier December 2019 How-tos