How-to

Discussion List

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  Help!

  Answered Jini 73 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 104.9K 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 115 views 1 comment 0 points Most recent by Rachael Hopkins March 2020Getting Started
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  QBO Location Category

  Accepted Answer Debbie_U1 3 views 1 comment 0 points Most recent by Stevie LaFortune March 20203rd party integrations
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  Multiple Currency

  Answered Dan0_Vantage 190 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 138 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 7.9K 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 262 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 433 views 0 comments 0 points Started by Christina Dobryzynski March 2020 How-to Docs
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  Disabling Copilot mode?

  Answered AER 26 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 247 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 74 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 2K 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 15 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 68 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 167 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 54 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 144 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 1.2K 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 37 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 33 views 1 comment 0 points Most recent by April Bekkala February 2020Integrations and API
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  Tags

  Answered kazara 43 views 1 comment 0 points Most recent by Karisa Latta February 2020Integrations and API
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  Monthly Expense

  MPeach 51 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 331 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 52 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 371 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 531 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 2K 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 32 views 1 comment 0 points Most recent by Mark Louis January 2020Integrations and API