How-to

Discussion List

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  How-to: Invite people to your policy using a join link

  Sheena Trepanier 302 views 0 comments 0 points Started by Sheena Trepanier September 2019 How-tos
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  How-to: Export reports to a custom template

  Sheena Trepanier 47 views 0 comments 0 points Started by Sheena Trepanier September 2019 How-tos
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  How-to: Add a U.S. personal bank account to receive reimbursements via Expensify

  Sheena Trepanier 430 views 0 comments 0 points Started by Sheena Trepanier September 2019 How-tos
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  How-to: Enable category specific rules and descriptions

  Sheena Trepanier 81 views 0 comments 0 points Started by Sheena Trepanier September 2019 How-tos
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  How-to: Submit employee reports as an admin

  Sheena Trepanier 32 views 0 comments 0 points Started by Sheena Trepanier September 2019 How-tos
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  Pulling group reports

  Answered annaquadmark 4 views 2 comments 0 points Most recent by annaquadmark September 2019Getting Started
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  How-to: Submit a report

  Sheena Trepanier 5K views 0 comments 0 points Started by Sheena Trepanier September 2019 How-tos
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  How-to: Create expenses manually

  Sheena Trepanier 208 views 0 comments 0 points Started by Sheena Trepanier September 2019 How-tos
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  How-to: Resend an invite

  Ariel Green 75 views 0 comments 0 points Started by Ariel Green August 2019 How-tos
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  How-to: Set up the Uber integration

  Ariel Green 1.4K views 0 comments 0 points Started by Ariel Green August 2019 How-tos
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  How-to: Add a PayPal deposit account

  Ariel Green 15 views 0 comments 0 points Started by Ariel Green August 2019 How-tos
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  How-to: Enable or disable eReceipts for your employees' expenses

  Ariel Green 59 views 0 comments 0 points Started by Ariel Green August 2019 How-tos
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  How-to: Close your account

  Ariel Green 16.4K views 0 comments 0 points Started by Ariel Green August 2019 How-tos
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  How-to: Export tax

  Katie Oswalt 32 views 0 comments 0 points Started by Katie Oswalt August 2019 How-tos
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  Multiple Credit Card Companies

  Answered cheyenne 92 views 2 comments 0 points Most recent by Rachael Hopkins August 2019Integrations and API
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  how to get expenses which are not in report

  Accepted Answer Random 82 views 3 comments 0 points Most recent by Nicole Trepanier August 2019Integrations and API
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  How-to: Export reports to your accounting package

  Mark Louis 73 views 0 comments 0 points Started by Mark Louis August 2019 How-tos
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  How-to: Set up and use report fields

  Mark Louis 100 views 0 comments 0 points Started by Mark Louis August 2019 How-tos
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  How-to: Change or update reimbursement bank account name

  Mark Louis 42 views 0 comments 0 points Started by Mark Louis August 2019 How-tos
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  How-to: Update Expensify payment details

  Mark Louis 833 views 0 comments 0 points Started by Mark Louis August 2019 How-tos
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  How-to: Connect to Bill.com (no accounting integration)

  Mark Louis 216 views 0 comments 0 points Started by Mark Louis August 2019 How-tos
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  How-to: Add policy categories in bulk

  Katie Oswalt 65 views 0 comments 0 points Started by Katie Oswalt August 2019 How-tos
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  How-to: Edit an expense

  Ariel Green 247 views 0 comments 0 points Started by Ariel Green August 2019 How-tos
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  How-to: Admins: View employee reports (on web and on mobile)

  Katie Oswalt 87 views 0 comments 0 points Started by Katie Oswalt August 2019 How-tos
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  How-to: Set or Edit a User Role

  Sonia Liapounova 130 views 0 comments 0 points Started by Sonia Liapounova August 2019 How-tos
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  How-to: Crop or rotate a receipt

  Mark Louis 31 views 0 comments 0 points Started by Mark Louis August 2019 How-tos
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  How-to: Remove or manage settings for imported personal cards

  Katie Oswalt 85 views 0 comments 0 points Started by Katie Oswalt August 2019 How-tos
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  How-to: Set up Lyft for company use

  Sonia Liapounova 126 views 0 comments 0 points Started by Sonia Liapounova August 2019 How-tos
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  How-to: Set up Lyft for individual use

  Sonia Liapounova 258 views 0 comments 0 points Started by Sonia Liapounova August 2019 How-tos
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  How-to: Add a trip to your account

  Sonia Liapounova 20 views 0 comments 0 points Started by Sonia Liapounova August 2019 How-tos