How-to

Discussion List

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  How to: Connect Accelo to Expensify

  Rachael Hopkins 114 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 100 views 1 comment 0 points Most recent by Matt Cole May 2020Expensify.org SNAP and Vaccination campaign
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  Quickbooks side - detail on expenses

  Answered SVBookkeeping 157 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 83 views 1 comment 0 points Most recent by Michelle Niemi May 2020Best Practices
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  How-to: Format text messages in Expensify

  Announcement Sophie_Pinto 467 views 0 comments 0 points Started by Sophie_Pinto April 2020 How-to Docs
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  How-to: Connect Expensify to Global VaTax

  Jenna Hay 198 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 1.8K 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 404 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 2.4K 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 889 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 204 views 4 comments 0 points Most recent by Rachael Hopkins April 2020Ideas
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  Help!

  Answered Jini 87 views 1 comment 0 points Most recent by Jason Li April 2020Getting Started
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  How to: Enable Scheduled Submit for a group policy

  Ariel Green 121.1K views 2 comments 0 points Most recent by Karisa Latta March 2020How-to Docs
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  We need HELP please to set up more than 1 credit card.

  Answered Guillaume_SE 140 views 1 comment 0 points Most recent by Rachael Hopkins March 2020Getting Started
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  QBO Location Category

  Accepted Answer Debbie_U1 6 views 1 comment 0 points Most recent by Stevie LaFortune March 20203rd party integrations
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  Multiple Currency

  Answered Dan0_Vantage 243 views 8 comments 0 points Most recent by Nicole Mendonca March 2020Best Practices
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  How-to: Save manual company card import layouts

  Sheena Trepanier 152 views 0 comments 0 points Started by Sheena Trepanier March 2020 How-to Docs
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  How-to: Import and assign company cards from CSV file

  Sheena Trepanier 8.9K views 0 comments 0 points Started by Sheena Trepanier March 2020 How-to Docs
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  How-to: Set your Time Zone for the Report Comments

  Matt Moore 294 views 0 comments 0 points Started by Matt Moore March 2020 How-to Docs
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  How to view if managers are rejecting unauthorized reports?

  Answered rgondo 32 views 7 comments 0 points Most recent by Jeremy Boniface March 2020Advanced Admin Controls
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  How to: Export employee reimbursement details for Indirect reimbursement

  Christina Dobryzynski 498 views 0 comments 0 points Started by Christina Dobryzynski March 2020 How-to Docs
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  Disabling Copilot mode?

  Answered AER 28 views 3 comments 0 points Most recent by Victoria O'leary March 2020Advanced Admin Controls
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  Expensify-NetSuite Help with Credit Card/Cash Transactions showing on same expense report

  Answered Will_at_ATI 283 views 3 comments 0 points Most recent by Nicole Trepanier March 2020Best Practices
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  Quickbooks chart of accounts no longer porting over to Expensify categories

  Accepted Answer ehudSesame 87 views 1 comment 0 points Most recent by Jason Li March 2020Integrations and API
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  How-to: Connect to Sage Intacct

  Sonia Liapounova 2.5K views 0 comments 0 points Started by Sonia Liapounova March 2020 How-to Docs
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  additional column in the report overview

  Answered Clariness 25 views 1 comment 0 points Most recent by Jenna Hay March 2020Getting Started
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  Mass update MCC categories via Excel/CSV upload

  Answered Will_at_ATI 83 views 2 comments 0 points Most recent by Will_at_ATI March 2020Advanced Admin Controls
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  Automatic Approval Limit

  Accepted Answer Anthony_Kajfasz1 209 views 1 comment 0 points Most recent by Ted Harris March 2020Advanced Admin Controls
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  How do I send a mass email to everyone in a domain?

  Answered John_Doe 80 views 1 comment 0 points Most recent by Michelle Niemi February 2020Advanced Admin Controls