How-to

Discussion List

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  How do I delete my account?

  Answered TedB54 2.8K views 3 comments 0 points Most recent by Christina Dobryzynski October 21Advanced Admin Controls
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  Credit Card Import Benefits

  Answered tccpg288 54 views 1 comment 0 points Most recent by Kirk Barrett September 15Getting Started
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  Randomly auto - Invites going to freshly onboarded employees?

  Answered The_1_DRE 22 views 1 comment 0 points Most recent by Ben Fitz September 14Advanced Admin Controls
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  easy admin of policys

  Answered CicilieAa 37 views 1 comment 0 points Most recent by Sonia Liapounova September 14Advanced Admin Controls
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  Submit report to multiple companies w/ one approver each

  Answered dwells94028 14 views 1 comment 0 points Most recent by Kadie Alexander September 2Day to Day
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  How to: Create and code expenses on mobile

  Rachael Hopkins 623 views 0 comments 0 points Started by Rachael Hopkins July 26 How-to Docs
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  Company Wide Rules!

  Answered The_1_DRE 36 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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  14

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  Please return the option of hiding/minimizing the audit trail comments on reports

  Understanding the Issue SynergyConsultants30 100 views 31 comments 14 points Most recent by JayF July 6Ideas
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  API: Retrieve SubmitsTo

  Question mikecaputozi2 23 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 12 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 35 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 427 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 212 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 23 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 13 views 3 comments 0 points Most recent by Sonia Liapounova April 15Day to Day
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  Reporting

  Answered Chris_Heebs 74 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 85 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 145 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 603 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 166 views 8 comments 0 points Most recent by Rachael Hopkins March 23Advanced Admin Controls
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  Setting default policy

  Answered Blake 235 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 67 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 455 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 587 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 89 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 new.expensify.com?

  Announcement Cheryl Walsh 207 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 25 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 27 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 46 views 1 comment 0 points Most recent by Victoria O'leary February 24Integrations and API