How-to

Discussion List

• 
  How-to: Close a report

  Ariel Green 3.7K views 2 comments 0 points Most recent by Rachael Hopkins September 2020How-to Docs
• 
  How To: Pay/Get Paid for invoices and bills using Paypal.me and Expensify

  Cheryl Walsh 7K views 0 comments 0 points Started by Cheryl Walsh September 2020 How-to Docs
• 
  Expensify integration with Xero

  Answered Meredith99 423 views 1 comment 0 points Most recent by Ben Fitz September 2020Integrations and API
• 
  Has anyone put together documents to employees when rolling out Expensify?

  Answered Monet 262 views 1 comment 0 points Most recent by Michael Haxhiu August 2020Getting Started
• 
  How to: Enable Two Factor Authentication in your account

  Kadie Alexander 11.1K views 0 comments 1 point Started by Kadie Alexander August 2020 How-to Docs
• 
  American Express® Business Card troubleshooting

  Closed Stevie LaFortune 2.2K views 0 comments 0 points Started by Stevie LaFortune August 2020 How-to Docs
• 
  Is there any way to download an expense report "as submitted"?

  Answered OB1 236 views 3 comments 0 points Most recent by Kirk Barrett August 2020Day to Day
• 
  Funding Needed to Start Up a Busines During COVID-19.

  Answered SSC 54 views 1 comment 0 points Most recent by Rachael Hopkins August 2020Day to Day
• 
  How To: Track and report on Fringe Benefits Tax (FBT)

  Rachael Hopkins 361 views 0 comments 0 points Started by Rachael Hopkins August 2020 How-to Docs
• 
  Creating a template

  Answered ✓ Sree 148 views 3 comments 0 points Most recent by Flavia Faria August 2020Integrations and API
• 
  Accidentally Created group policy & cannot downgrade

  Answered MaxineWu_195 225 views 1 comment 0 points Most recent by Conor Pendergrast August 2020Getting Started
• 
  How-to: Send multiple invoices to customers in bulk

  Christina Dobryzynski 3.1K views 0 comments 0 points Started by Christina Dobryzynski July 2020 Product Updates
• 
  exporting expenses from expense rather than report

  Answered Pattims 77 views 1 comment 0 points Most recent by Sheena Trepanier July 2020Best Practices
• 
  How-to: Export Invoices to NetSuite

  Victoria O'leary 2.6K views 0 comments 0 points Started by Victoria O'leary July 2020 How-to Docs
• 
  Can an exact time of day be specified for Scheduled Submit (monthly)?

  Answered ✓ iii_NickB 86 views 3 comments 0 points Most recent by LaurenR_Expensify July 2020Day to Day
• 
  Multiple Policies integrating with different QB files in Right Networks hosted environment.

  Answered LAW_305 277 views 1 comment 0 points Most recent by John Schuster July 2020Integrations and API
• 
  How-to: Request your Expensify account be set as tax-exempt

  Stevie LaFortune 2K views 0 comments 0 points Started by Stevie LaFortune July 2020 How-to Docs
• 
  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
• 
  Help getting the vendor to export into QB Desktop

  Answered andrewleeschultz_12 82 views 1 comment 0 points Most recent by Lauren Schurr June 2020Advanced Admin Controls
• 
  Has anyone successfully integrated CHASE Ink Preferred Business card with Expensify?

  Answered JEDode1 284 views 4 comments 0 points Most recent by Alejandro Paz June 2020Integrations and API
• 
  FAQ: What is a controlling officer? What is a beneficial owner?

  Christina Dobryzynski 1.5K views 2 comments 0 points Most recent by Maddy Lewis June 2020Expensify Card
• 
  Accessing image files of receipts after cancellation?

  Answered MAPLLC 114 views 1 comment 0 points Most recent by Victoria O'leary June 2020Day to Day
• 
  New User FAQ

  Answered jbridges 1.4K views 3 comments 0 points Most recent by Katie Oswalt May 2020Getting Started
• 
  Manual expense entry

  Answered Bill_Danner 162 views 1 comment 0 points Most recent by Jason Li May 2020Day to Day
• 
  How-to: Request an ANZ Bank (NZ) card feed

  Rachael Hopkins 512 views 0 comments 0 points Started by Rachael Hopkins May 2020 How-to Docs
• 
  How-To: Migrate to the new Per Diem feature

  Ted Harris 4.2K views 1 comment 0 points Most recent by Ted Harris May 2020How-to Docs
• 
  How to separate part of a existing column into a new column

  paulmiddleton 12 views 2 comments 0 points Most recent by Jason Li May 2020Expensify Ambassadors