How-to

Discussion List

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  How to: Enable Scheduled Submit for a group policy

  Ariel Green 75.4K views 2 comments 0 points Most recent by Karisa Latta March 31How-to Docs
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  We need HELP please to set up more than 1 credit card.

  Answered Guillaume_SE 43 views 1 comment 0 points Most recent by Rachael Hopkins March 27Getting Started
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  QBO Location Category

  Accepted Answer Debbie_U1 1 view 1 comment 0 points Most recent by Stevie LaFortune March 253rd party integrations
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  Multiple Currency

  Answered Dan0_Vantage 84 views 8 comments 0 points Most recent by Nicole Mendonca March 24Best Practices
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  How-to: Save manual company card import layouts

  Sheena Trepanier 84 views 0 comments 0 points Started by Sheena Trepanier March 20 How-to Docs
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  How-to: Import and assign company cards from CSV file

  Sheena Trepanier 5.6K views 0 comments 0 points Started by Sheena Trepanier March 20 How-to Docs
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  How-to: Set your Time Zone for the Report Comments

  Matt Moore 166 views 0 comments 0 points Started by Matt Moore March 17 How-to Docs
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  How to view if managers are rejecting unauthorized reports?

  Answered rgondo 31 views 7 comments 0 points Most recent by Jeremy Boniface March 16Advanced Admin Controls
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  How to: Export employee reimbursement details for Indirect reimbursement

  Christina Dobryzynski 321 views 0 comments 0 points Started by Christina Dobryzynski March 16 How-to Docs
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  Disabling Copilot mode?

  Answered AER 21 views 3 comments 0 points Most recent by Victoria O'leary March 16Advanced Admin Controls
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  Expensify-NetSuite Help with Credit Card/Cash Transactions showing on same expense report

  Answered Will_at_ATI 167 views 3 comments 0 points Most recent by Nicole Trepanier March 12Best Practices
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  Quickbooks chart of accounts no longer porting over to Expensify categories

  Accepted Answer ehudSesame 51 views 1 comment 0 points Most recent by Jason Li March 11Integrations and API
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  How-to: Connect to Sage Intacct

  Sonia Liapounova 1.4K views 0 comments 0 points Started by Sonia Liapounova March 10 How-to Docs
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  additional column in the report overview

  Answered Clariness 11 views 1 comment 0 points Most recent by Jenna Hay March 5Getting Started
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  Mass update MCC categories via Excel/CSV upload

  Answered Will_at_ATI 32 views 2 comments 0 points Most recent by Will_at_ATI March 4Advanced Admin Controls
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  Automatic Approval Limit

  Accepted Answer Anthony_Kajfasz1 92 views 1 comment 0 points Most recent by Ted Harris March 2Advanced Admin Controls
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  How do I send a mass email to everyone in a domain?

  Answered John_Doe 22 views 1 comment 0 points Most recent by Michelle Niemi February 28Advanced Admin Controls
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  Can I Categorize Expenses to specific projects

  Answered Weatherford05 93 views 1 comment 0 points Most recent by Alejandro Paz February 26Advanced Admin Controls
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  How-to: Connect multiple cards to import transactions ~ combine them under one login.

  Stevie LaFortune 769 views 0 comments 0 points Started by Stevie LaFortune February 25 How-to Docs
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  I can't see any of the reports on the mobile app. I am an admin. Any ideas?

  Accepted Answer SandraJane 22 views 1 comment 0 points Most recent by Ariel Green February 21Getting Started
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  Trying to upload dependent tags with powershell, almost there...

  Answered ComportTom 21 views 1 comment 0 points Most recent by April Bekkala February 20Integrations and API
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  Tags

  Answered kazara 42 views 1 comment 0 points Most recent by Karisa Latta February 20Integrations and API
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  Monthly Expense

  MPeach 51 views 3 comments 0 points Most recent by Amanda DeWitt February 20Best Practices
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  How-to: Enable and disable Public Receipt Visibility

  Sheena Trepanier 165 views 0 comments 0 points Started by Sheena Trepanier February 13 How-to Docs
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  Is there a way for me to export expenses from all my reports for a certain date range?

  Answered will_c25 41 views 5 comments 0 points Most recent by Cortney Ofstad February 13Day to Day
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  Exporting Expense report directly to Excel file instead of Email link

  Answered Neethi 235 views 2 comments 0 points Most recent by Katie Oswalt February 5Day to Day
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  Setting up a receipt or travel integration with Expensify

  Sofie de Vreese 375 views 0 comments 2 points Started by Sofie de Vreese February 4 3rd party integrations
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  How-to: set mileage rates and track tax on Distance expenses

  Isabela Stisser 1.3K views 1 comment 0 points Most recent by Julia January 30How-to Docs
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  Quickbooks Desktop: Vendor not set up in Quickbooks

  Answered GSPCFinance 32 views 1 comment 0 points Most recent by Mark Louis January 29Integrations and API
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  Reconciling the Expensify Card - Sage Intacct

  Accepted Answer coltonshaw06 72 views 4 comments 0 points Most recent by Rachael Hopkins January 28Expensify Card