How-to

Discussion List

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  Never used expensify. how do i sign up a client

  Answered Chris_e59 36 views 4 comments 0 points Most recent by Lauren Reid December 2019Getting Started
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  How-to: Use Expense page filters and analytics

  Mark Louis 383 views 1 comment 0 points Most recent by bgestetner3 December 2019How-tos
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  What to do with this message?

  Answered Ass9530 31 views 2 comments 0 points Most recent by Rachael Hopkins December 2019Day to Day
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  My reimbursable expenses went to zero when my report was just submitted

  Answered JAX 19 views 1 comment 0 points Most recent by Jason Li December 2019Day to Day
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  Is there a way to review your policy members and identify reimbursement methods?

  Accepted Answer jesseb 18 views 3 comments 0 points Most recent by Sophie Pinto-Raetz December 2019Advanced Admin Controls
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  How-to: Add a personal bank account to receive reimbursement

  Sonia Liapounova 6.6K views 0 comments 0 points Started by Sonia Liapounova December 2019 How-tos
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  How-To: Collect employee bank details for indirect reimbursement

  Sonia Liapounova 193 views 0 comments 0 points Started by Sonia Liapounova December 2019 How-tos
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  How-to: Connect FinancialForce PSA/SRP to your policy

  Sheena Trepanier 81 views 1 comment 0 points Most recent by Caitlin_FF December 2019How-tos
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  Ability to Separate Reports by Credit Card

  Understanding the Issue Sam_Kumar 104 views 3 comments 8 points Most recent by Mark Louis December 2019Ideas
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  How-to: Email Receipts to Expensify

  Sheena Trepanier 712 views 0 comments 0 points Started by Sheena Trepanier December 2019 How-tos
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  Custom fields returns blank in report export

  Answered Bsiaw_012 39 views 1 comment 0 points Most recent by Amanda DeWitt December 2019Day to Day
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  How-to: Connect your personal card to import expenses

  Sheena Trepanier 1.9K views 0 comments 0 points Started by Sheena Trepanier December 2019 How-tos
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  How-to: Reopen your account

  Sheena Trepanier 146 views 0 comments 0 points Started by Sheena Trepanier December 2019 How-tos
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  How-to: Create mileage expenses in Expensify

  Sheena Trepanier 569 views 0 comments 0 points Started by Sheena Trepanier December 2019 How-tos
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  How-to: Set up and manage multi-level tagging

  Stephanie Elliot 907 views 0 comments 0 points Started by Stephanie Elliot December 2019 How-tos
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  How-to: Manage your contact preferences

  Stephanie Elliot 50 views 0 comments 0 points Started by Stephanie Elliot December 2019 How-tos
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  How-to: Find and use Report History and Comments

  Stephanie Elliot 209 views 0 comments 0 points Started by Stephanie Elliot December 2019 How-tos
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  How-to: Add and remove domain admins

  Announcement Stephanie Elliot 258 views 0 comments 0 points Started by Stephanie Elliot December 2019 How-tos
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  How To: Apply simple tax to expenses

  Stephanie Elliot 102 views 0 comments 0 points Started by Stephanie Elliot December 2019 How-tos
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  How-to: Connect to QuickBooks Desktop

  Brigid Bello 681 views 0 comments 0 points Started by Brigid Bello December 2019 How-tos
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  How-to: Download NetSuite logs to assist with troubleshooting

  Katie Oswalt 42 views 0 comments 0 points Started by Katie Oswalt November 2019 How-tos
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  Setting up email filters; what's the subject line of approval required notifications?

  Answered Scot 14 views 1 comment 0 points Most recent by Mark Louis November 2019Getting Started
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  Is there a way to run a report to see what receipts have not matched up to the credit card statement

  Answered KJK 31 views 1 comment 0 points Most recent by Conor Pendergrast November 2019Day to Day
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  Canadian currency conversion while getting reimbursed

  Answered UR1234 33 views 1 comment 0 points Most recent by Karisa Latta November 2019Best Practices
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  Additional Attributes for updating employees using API

  Accepted Answer WooHooWu 19 views 1 comment 0 points Most recent by Nicole Trepanier November 2019Integrations and API
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  SmartScan configuration

  Answered Marek 38 views 1 comment 0 points Most recent by Sonia Liapounova November 2019Integrations and API
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  Is there a possibility to update any field's value from a specific report?

  Answered VeenaMH 12 views 1 comment 0 points Most recent by Lauren Schurr November 2019Integrations and API
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  Advance Approval Setup for a Small Team

  Answered AccountingGenie_1 38 views 1 comment 0 points Most recent by Jeremy Boniface November 2019Advanced Admin Controls
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  How To: Set up User Defined Dimensions in Sage Intacct

  Rachael Hopkins 71 views 0 comments 0 points Started by Rachael Hopkins November 2019 How-tos
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  New View Receipt Permissions, Made optional.

  Understanding the Issue ssteiner 8 views 1 comment 3 points Most recent by Amanda DeWitt November 2019Ideas