How-to

Discussion List

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  Intacct Credit Card Reconciliation when using Expensify

  Mikail 9 views 0 comments 0 points Started by Mikail August 10 Best Practices
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  Feature Request: Billable-only PDF Reports

  loganhinders 83 views 14 comments 1 point Most recent by loganhinders August 9Advanced Admin Controls
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  New user with questions about best practices for setup

  Question Mike_Grattan 28 views 1 comment 0 points Most recent by Michael Haxhiu August 3Getting Started
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  Why does QBD sync fail so often? And what alternative (small business accounting software) exist?

  Question DavidDS 13 views 0 comments 1 point Started by DavidDS July 21 Integrations and API
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  How to save locations

  Answered noshiro 11 views 1 comment 0 points Most recent by Greg Schroeder July 18Day to Day
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  Receipt links are not opening for external users!

  Fire_Rayo 13 views 0 comments 0 points Started by Fire_Rayo July 7 Expensify.org General Questions and Discussions
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  Integration with Learning Platform

  Question Dmytro_Robuliak 12 views 0 comments 0 points Started by Dmytro_Robuliak July 7 Integrations and API
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  banking information in My Expensify Card

  Question tmumford49 13 views 0 comments 0 points Started by tmumford49 June 24 Expensify Card
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  How-to: Deauthorize the Gusto to Expensify connection for your company

  Sheena Trepanier 64 views 0 comments 0 points Started by Sheena Trepanier June 21 How-to Docs
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  SAP B1 Integration

  Question brichards12 26 views 0 comments 0 points Started by brichards12 June 15 Integrations and API
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  Stop Creating Expenses for Monthly Expensify Fees

  Answered ZEGC 259 views 5 comments 3 points Most recent by Mark Louis June 1Advanced Admin Controls
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  How-to: Enable Monthly Settlement

  Sheena Trepanier 285 views 0 comments 0 points Started by Sheena Trepanier May 24 How-to Docs
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  How do you create a rule for recurring bills that are split?

  Question TiffanySage 38 views 0 comments 1 point Started by TiffanySage May 19 Day to Day
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  How To: Zero-to-hero in Postman with your first Report Retrieval

  Answered Announcement fpettinella 2.1K views 14 comments 12 points Most recent by D365BC May 10Integrations and API
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  How to: Apply for the Expensify CPA Card

  Matt Cole 192 views 0 comments 0 points Started by Matt Cole March 31 How-to Docs
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  How To: Update your MS Azure SSO Certificate

  Peter Barker 211 views 0 comments 0 points Started by Peter Barker March 14 How-to Docs
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  How-to: Connect Bolt to your Expensify account using a Work Profile

  Tom Rhys Jones 178 views 0 comments 0 points Started by Tom Rhys Jones February 4 How-to Docs
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  How to: Change an Invoice to an Expense Report

  Christina Dobryzynski 3.4K views 0 comments 0 points Started by Christina Dobryzynski February 4 How-to Docs
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  Is there a way to export expense report number into Netsuite?

  Answered Swalia 65 views 2 comments 0 points Most recent by karielin January 26Integrations and API
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  How do I get a yearend total of expenses by category, with subtotals by category in the report?

  Answered rkrandall 107 views 1 comment 0 points Most recent by Isabela Stisser January 6Getting Started
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  Receipts with barcodes wont show correctly when forwarded via email.

  Question jaqs 72 views 0 comments 0 points Started by jaqs December 2021 Day to Day
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  Expensify <> NetSuite RESTlet Export PDFs

  Question miggyesca 39 views 0 comments 0 points Started by miggyesca December 2021 Integrations and API
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  Email notifs for reimbursements

  Answered AllieHeld 114 views 1 comment 0 points Most recent by Kadie Alexander November 2021Best Practices
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  Map Category to QBO Short Term Liability Account

  Answered kate_IC 71 views 2 comments 0 points Most recent by kate_IC November 2021Integrations and API
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  How do we handle prevention of duplicate receipt submission?

  Answered ✓ Darrylwjk 154 views 1 comment 0 points Most recent by Lauren Schurr November 2021Day to Day
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  How do I delete my account?

  Answered TedB54 4K views 3 comments 0 points Most recent by Christina Dobryzynski October 2021Advanced Admin Controls
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  Credit Card Import Benefits

  Answered tccpg288 142 views 1 comment 0 points Most recent by Kirk Barrett September 2021Getting Started
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  Randomly auto - Invites going to freshly onboarded employees?

  Answered The_1_DRE 44 views 1 comment 0 points Most recent by Ben Fitz September 2021Advanced Admin Controls
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  easy admin of policys

  Answered CicilieAa 114 views 1 comment 0 points Most recent by Sonia Liapounova September 2021Advanced Admin Controls
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  Submit report to multiple companies w/ one approver each

  Answered dwells94028 68 views 1 comment 0 points Most recent by Kadie Alexander September 2021Day to Day