How-to

Discussion List

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  How do you create a rule for recurring bills that are split?

  Question TiffanySage 7 views 0 comments 0 points 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 1.9K 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 115 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 124 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 115 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 1.9K 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 58 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 91 views 1 comment 0 points Most recent by Isabela Stisser January 6Getting Started
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  Feature Request: Billable-only PDF Reports

  loganhinders 52 views 11 comments 1 point Most recent by sfcri January 5Advanced Admin Controls
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  Receipts with barcodes wont show correctly when forwarded via email.

  Question jaqs 61 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 102 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 63 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 129 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 3.7K views 3 comments 0 points Most recent by Christina Dobryzynski October 2021Advanced Admin Controls
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  Credit Card Import Benefits

  Answered tccpg288 121 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 40 views 1 comment 0 points Most recent by Ben Fitz September 2021Advanced Admin Controls
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  easy admin of policys

  Answered CicilieAa 96 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 58 views 1 comment 0 points Most recent by Kadie Alexander September 2021Day to Day
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  How to: Create and code expenses on mobile

  Rachael Hopkins 2.5K views 0 comments 0 points Started by Rachael Hopkins July 2021 How-to Docs
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  Company Wide Rules!

  Answered The_1_DRE 84 views 9 comments 0 points Most recent by Nicole Mendonca July 2021Advanced Admin Controls
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  Old Expenses are re-appearing in new reports

  SuperiorDieSet 51 views 2 comments 0 points Most recent by SuperiorDieSet July 2021Best Practices
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  API: Retrieve SubmitsTo

  Question mikecaputozi2 24 views 0 comments 0 points Started by mikecaputozi2 June 2021 Integrations and API
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  Can I use expensify to create an embedded expense workflow within my own product?

  Answered AMcbride 19 views 3 comments 0 points Most recent by LaurenR_Expensify June 2021Integrations 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 2021Integrations and API
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  [Expensify How-To] Update Brex company card connection

  Stevie LaFortune 608 views 0 comments 0 points Started by Stevie LaFortune May 2021 How-to Docs
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  How-to: Export Invoices to Xero

  Gabe Essner 486 views 0 comments 0 points Started by Gabe Essner May 2021 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 2021Advanced Admin Controls
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  Creation date curiosity

  Answered ✓ Chris_Heebs 24 views 3 comments 0 points Most recent by Sonia Liapounova April 2021Day to Day