How-to

Discussion List

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  How-to: Export Invoices to NetSuite

  Victoria O'leary 1.1K views 0 comments 0 points Started by Victoria O'leary July 2020 How-to Docs
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  Can an exact time of day be specified for Scheduled Submit (monthly)?

  Accepted Answer iii_NickB 57 views 3 comments 0 points Most recent by LaurenR_Expensify July 2020Day to Day
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  Multiple Policies integrating with different QB files in Right Networks hosted environment.

  Answered LAW_305 105 views 1 comment 0 points Most recent by John Schuster July 2020Integrations and API
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  How-to: Request your Expensify account be set as tax-exempt

  Stevie LaFortune 852 views 0 comments 0 points Started by Stevie LaFortune July 2020 How-to Docs
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  How do I find someone who could write an API for me?

  Answered Greg_Andrew 42 views 6 comments 0 points Most recent by Greg_Andrew June 2020Integrations and API
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  How do I delete my account?

  Answered TedB54 1.8K views 1 comment 0 points Most recent by Ted Harris June 2020Advanced Admin Controls
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  Help getting the vendor to export into QB Desktop

  Answered andrewleeschultz_12 53 views 1 comment 0 points Most recent by Lauren Schurr June 2020Advanced Admin Controls
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  Has anyone successfully integrated CHASE Ink Preferred Business card with Expensify?

  Answered JEDode1 132 views 4 comments 0 points Most recent by Alejandro Paz June 2020Integrations and API
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  FAQ: What is a controlling officer? What is a beneficial owner?

  Christina Dobryzynski 791 views 2 comments 0 points Most recent by Maddy Lewis June 2020Expensify Card
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  Can I import mileage expenses from XLS/CSV?

  Understanding the Issue MarcusD 130 views 3 comments 0 points Most recent by Cortney Ofstad June 2020Ideas
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  Accessing image files of receipts after cancellation?

  Answered MAPLLC 53 views 1 comment 0 points Most recent by Victoria O'leary June 2020Day to Day
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  New User FAQ

  Answered jbridges 1K views 3 comments 0 points Most recent by Katie Oswalt May 2020Getting Started
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  Category Description - Free Text Box

  Understanding the Issue charlotte_cockburn 86 views 4 comments 0 points Most recent by Meh May 2020Ideas
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  Manual expense entry

  Answered Bill_Danner 166 views 1 comment 0 points Most recent by Jason Li May 2020Day to Day
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  How-to: Request an ANZ Bank (NZ) card feed

  Rachael Hopkins 321 views 0 comments 0 points Started by Rachael Hopkins May 2020 How-to Docs
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  How-To: Migrate to the new Per Diem feature

  Ted Harris 3.5K views 1 comment 0 points Most recent by Ted Harris May 2020How-to Docs
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  How to separate part of a existing column into a new column

  paulmiddleton 11 views 2 comments 0 points Most recent by Jason Li May 2020Expensify Ambassadors
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  Create from Map functionality from Mobile?

  Accepted Answer fred833 46 views 1 comment 0 points Most recent by Katie Oswalt May 2020Day to Day
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  How To: Upload your Accelo Project Codes as Tags in Expensify

  Rachael Hopkins 103 views 0 comments 0 points Started by Rachael Hopkins May 2020 How-to Docs
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  How to: Connect Accelo to Expensify

  Rachael Hopkins 84 views 0 comments 0 points Started by Rachael Hopkins May 2020 How-to Docs
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  I don't see how to enter the Policy or Category

  Answered NButterfly 87 views 1 comment 0 points Most recent by Matt Cole May 2020Expensify.org Questions and Discussions
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  Quickbooks side - detail on expenses

  Answered SVBookkeeping 140 views 3 comments 0 points Most recent by Matt Moore May 20203rd party integrations
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  Splitting an expense across multiple subsidiaries - NetSuite

  Accepted Answer R_Naugle 68 views 1 comment 0 points Most recent by Michelle Niemi May 2020Best Practices
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  How-to: Connect Expensify to Global VaTax

  Jenna Hay 172 views 0 comments 0 points Started by Jenna Hay April 2020 How-to Docs
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  How-to: Change a default policy

  Christina Dobryzynski 1.4K views 0 comments 0 points Started by Christina Dobryzynski April 2020 How-to Docs
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  How-to: Duplicate a Group policy

  Sheena Trepanier 309 views 0 comments 0 points Started by Sheena Trepanier April 2020 How-to Docs
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  How-to: Change your email in Expensify

  Sheena Trepanier 2K views 0 comments 0 points Started by Sheena Trepanier April 2020 How-to Docs
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  How-to: Add category and tag approvers

  Sheena Trepanier 737 views 0 comments 0 points Started by Sheena Trepanier April 2020 How-to Docs
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  Ability to Upload Expense for All Employees

  Understanding the Issue kendallpartie 173 views 4 comments 0 points Most recent by Rachael Hopkins April 2020Ideas