How-to

Discussion List

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  [Expensify How-To] Update Brex company card connection

  Stevie LaFortune 10 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 25 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 14 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 10 views 3 comments 0 points Most recent by Sonia Liapounova April 15Day to Day
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  Reporting

  Answered Chris_Heebs 39 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 33 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 115 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 492 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 83 views 8 comments 0 points Most recent by Rachael Hopkins March 23Advanced Admin Controls
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  Setting default policy

  Answered Blake 142 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 31 views 7 comments 0 points Most recent by Karisa Latta March 18Advanced Admin Controls
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  Bill Pay Automatic Email Sent to my Vendors

  Answered Hamm 16 views 4 comments 0 points Most recent by Hamm March 5Getting Started
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  Please return the option of hiding/minimizing the audit trail comments on reports

  Understanding the Issue SynergyConsultants30 52 views 28 comments 9 points Most recent by Flavia Faria March 4Ideas
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  How can I split a single receipt between reports

  Accepted Answer jchgod 18 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 26 views 1 comment 0 points Most recent by Victoria O'leary February 24Integrations and API
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  How-to: Reimburse your invoice and bills with Venmo!

  Christina Dobryzynski 349 views 0 comments 0 points Started by Christina Dobryzynski February 22 How-to Docs
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  Is there a template on how to seamlessly integrate Expensify & Netsuite?

  Answered Nur 59 views 5 comments 0 points Most recent by Jeremy Boniface February 15Working with Clients as an ExpensifyApproved! Accountant
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  Multiple Reports Created by Expensify

  Answered AmyS 52 views 1 comment 0 points Most recent by Zany Renney February 12Best Practices
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  Sage Intacct CC export missing memo and ref no.

  Answered FinanceLi 4 views 1 comment 0 points Most recent by Jason Li February 103rd party integrations
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  How to: Get Paid for an Invoice and Bill

  Christina Dobryzynski 36 views 0 comments 0 points Started by Christina Dobryzynski February 5 How-to Docs
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  API with Python

  Answered mikecaputozi 64 views 1 comment 0 points Most recent by mikecaputozi January 25Advanced Admin Controls
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  e-Receipts generation

  Accepted Answer nhelper44 47 views 1 comment 0 points Most recent by Kirk Barrett January 23Expensify Card
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  How do I cancel my subscription?

  Answered Megaphone_Strategies 132 views 1 comment 0 points Most recent by Sasha Kluger January 20Day to Day
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  How to: Pay an invoice and bill in Expensify

  Christina Dobryzynski 2.3K views 0 comments 0 points Started by Christina Dobryzynski January 8 How-to Docs
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  How-to: Create and submit a bill

  Christina Dobryzynski 2.6K views 0 comments 1 point Started by Christina Dobryzynski January 5 How-to Docs
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  Keeping older transactions from Syncing with QB Online

  sjstock 46 views 2 comments 0 points Most recent by sjstock December 20203rd party integrations
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  Authenication for Expensify API

  Answered Sandipan_Pal09 43 views 5 comments 0 points Most recent by Cheryl Walsh December 2020Getting Started
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  How-to: Use NetSuite's updated "Suitetax" feature

  Monte Barnard 479 views 0 comments 0 points Started by Monte Barnard December 2020 How-to Docs
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  Deep Dive: Your Free Trial

  TJ Ferriss 1.1K views 0 comments 0 points Started by TJ Ferriss December 2020 Deep Dive Docs
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  How-to: Change your Expensify Card settlement account

  Joe_Kaufman1 402 views 0 comments 0 points Started by Joe_Kaufman1 December 2020 How-to Docs