How-to

Discussion List

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  How-to: Rebill an expense as an invoice

  Christina Dobryzynski 925 views 0 comments 0 points Started by Christina Dobryzynski September 2020 How-to Docs
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  Syncing Users via API

  Understanding the Issue CoryPitt 64 views 1 comment 2 points Most recent by Rachael Hopkins September 2020Ideas
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  How-to: Close a report

  Ariel Green 2.2K views 2 comments 0 points Most recent by Rachael Hopkins September 2020How-to Docs
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  How To: Pay/Get Paid for invoices and bills using Paypal.me and Expensify

  Cheryl Walsh 3.9K views 0 comments 0 points Started by Cheryl Walsh September 2020 How-to Docs
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  Expensify integration with Xero

  Answered Meredith99 259 views 1 comment 0 points Most recent by Ben Fitz September 2020Integrations and API
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  Has anyone put together documents to employees when rolling out Expensify?

  Answered Monet 225 views 1 comment 0 points Most recent by Michael Haxhiu August 2020Getting Started
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  How to: Enable Two Factor Authentication in your account

  Kadie Alexander 4.6K views 0 comments 1 point Started by Kadie Alexander August 2020 How-to Docs
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  American Express® Business Card troubleshooting

  Closed Stevie LaFortune 1.5K views 0 comments 0 points Started by Stevie LaFortune August 2020 How-to Docs
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  Is there any way to download an expense report "as submitted"?

  Answered OB1 131 views 3 comments 0 points Most recent by Kirk Barrett August 2020Day to Day
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  Funding Needed to Start Up a Busines During COVID-19.

  Answered SSC 51 views 1 comment 0 points Most recent by Rachael Hopkins August 2020Day to Day
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  How To: Track and report on Fringe Benefits Tax (FBT)

  Rachael Hopkins 261 views 0 comments 0 points Started by Rachael Hopkins August 2020 How-to Docs
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  Creating a template

  Accepted Answer Sree 95 views 3 comments 0 points Most recent by Flavia Faria August 2020Integrations and API
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  Accidentally Created group policy & cannot downgrade

  Answered MaxineWu_195 166 views 1 comment 0 points Most recent by Conor Pendergrast August 2020Getting Started
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  How-to: Send multiple invoices to customers in bulk

  Christina Dobryzynski 1.7K views 0 comments 0 points Started by Christina Dobryzynski July 2020 Product Updates
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  exporting expenses from expense rather than report

  Answered Pattims 62 views 1 comment 0 points Most recent by Sheena Trepanier July 2020Best Practices
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  How-to: Export Invoices to NetSuite

  Victoria O'leary 1.5K 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 78 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_305 176 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 1.2K 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 41 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 2.8K 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 63 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 201 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 1K 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 175 views 3 comments 1 point Most recent by Cortney Ofstad June 2020Ideas
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  Accessing image files of receipts after cancellation?

  Answered MAPLLC 77 views 1 comment 0 points Most recent by Victoria O'leary June 2020Day to Day
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  New User FAQ

  Answered jbridges 1.1K 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 93 views 4 comments 0 points Most recent by Meh May 2020Ideas
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  Manual expense entry

  Answered Bill_Danner 161 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 401 views 0 comments 0 points Started by Rachael Hopkins May 2020 How-to Docs