How-to

Discussion List

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  Disabling Copilot mode?

  Answered AER 21 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 218 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 64 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 1.7K 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 12 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 57 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 131 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 33 views 1 comment 0 points Most recent by Michelle Niemi February 2020Advanced Admin Controls
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  Can I Categorize Expenses to specific projects

  Answered Weatherford05 123 views 1 comment 0 points Most recent by Alejandro Paz February 2020Advanced Admin Controls
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  How-to: Connect multiple cards to import transactions ~ combine them under one login.

  Stevie LaFortune 1K views 0 comments 0 points Started by Stevie LaFortune February 2020 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 33 views 1 comment 0 points Most recent by Ariel Green February 2020Getting Started
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  Trying to upload dependent tags with powershell, almost there...

  Answered ComportTom 31 views 1 comment 0 points Most recent by April Bekkala February 2020Integrations and API
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  Tags

  Answered kazara 41 views 1 comment 0 points Most recent by Karisa Latta February 2020Integrations and API
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  Monthly Expense

  MPeach 52 views 3 comments 0 points Most recent by Amanda DeWitt February 2020Best Practices
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  How-to: Enable and disable Public Receipt Visibility

  Sheena Trepanier 246 views 0 comments 0 points Started by Sheena Trepanier February 2020 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 51 views 5 comments 0 points Most recent by Cortney Ofstad February 2020Day to Day
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  Exporting Expense report directly to Excel file instead of Email link

  Answered Neethi 312 views 2 comments 0 points Most recent by Katie Oswalt February 2020Day to Day
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  Setting up a receipt or travel integration with Expensify

  Sofie de Vreese 484 views 0 comments 2 points Started by Sofie de Vreese February 2020 3rd party integrations
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  How-to: set mileage rates and track tax on Distance expenses

  Isabela Stisser 1.7K views 1 comment 0 points Most recent by Julia January 2020How-to Docs
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  Quickbooks Desktop: Vendor not set up in Quickbooks

  Answered GSPCFinance 31 views 1 comment 0 points Most recent by Mark Louis January 2020Integrations and API
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  Reconciling the Expensify Card - Sage Intacct

  Accepted Answer coltonshaw06 93 views 4 comments 0 points Most recent by Rachael Hopkins January 2020Expensify Card
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  Wells Fargo New and Upgraded

  Answered mgarbesi 11 views 3 comments 0 points Most recent by Stevie LaFortune January 2020Integrations and API
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  PDF

  Jason_1978 31 views 2 comments 0 points Most recent by Jason_1978 January 2020Advanced Admin Controls
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  Filter out exported reports?

  VickiB 31 views 3 comments 1 point Most recent by Katie Oswalt January 2020Advanced Admin Controls
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  Container or Folder past years reports

  Understanding the Issue Nemesis1022 32 views 3 comments 5 points Most recent by Sheena Trepanier January 2020Ideas
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  Is there a way to create a multi-line report?

  Answered Bmetzgar 102 views 5 comments 0 points Most recent by Sheena Trepanier January 2020Advanced Admin Controls
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  No Domain to "control"

  Answered SAOSBR 21 views 1 comment 0 points Most recent by Jason Li January 2020Working with Clients as an ExpensifyApproved! Accountant
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  Can you include an option to print full size, legible receipts when we print the expense reports?

  Answered Dwieland 195 views 4 comments 0 points Most recent by Cortney Ofstad January 2020Day to Day
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  Does the option to search expenses by the actual expense amount exist?

  Answered Rasplu 111 views 2 comments 0 points Most recent by Lauren Schurr January 2020Day to Day
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  Reimburse Report to Specific Bank Account

  Understanding the Issue SeaOfCoffee 72 views 1 comment 1 point Most recent by Ben Fitz January 2020Ideas