How-to

Discussion List

• 
  How to: Enable Scheduled Submit for a group policy

  Ariel Green 198.1K views 2 comments 0 points Most recent by Karisa Latta March 2020How-to Docs
• 
  We need HELP please to set up more than 1 credit card.

  Answered Guillaume_SE 182 views 1 comment 0 points Most recent by Rachael Hopkins March 2020Getting Started
• 
  QBO Location Category

  Answered ✓ Debbie_U1 12 views 1 comment 0 points Most recent by Stevie LaFortune March 20203rd party integrations
• 
  Multiple Currency

  Answered Dan0_Vantage 425 views 8 comments 0 points Most recent by Nicole Mendonca March 2020Best Practices
• 
  How-to: Save manual company card import layouts

  Sheena Trepanier 214 views 0 comments 0 points Started by Sheena Trepanier March 2020 How-to Docs
• 
  How-to: Import and assign company cards from CSV file

  Sheena Trepanier 14.2K views 0 comments 0 points Started by Sheena Trepanier March 2020 How-to Docs
• 
  How-to: Set your Time Zone for the Report Comments

  Matt Moore 414 views 0 comments 0 points Started by Matt Moore March 2020 How-to Docs
• 
  How to view if managers are rejecting unauthorized reports?

  Answered rgondo 40 views 7 comments 0 points Most recent by Jeremy Boniface March 2020Advanced Admin Controls
• 
  How to: Export employee reimbursement details for Indirect reimbursement

  Christina Dobryzynski 758 views 0 comments 0 points Started by Christina Dobryzynski March 2020 How-to Docs
• 
  Disabling Copilot mode?

  Answered AER 22 views 3 comments 0 points Most recent by Victoria O'leary March 2020Advanced Admin Controls
• 
  Expensify-NetSuite Help with Credit Card/Cash Transactions showing on same expense report

  Answered Will_at_ATI 392 views 3 comments 0 points Most recent by Nicole Trepanier March 2020Best Practices
• 
  Quickbooks chart of accounts no longer porting over to Expensify categories

  Answered ✓ ehudSesame 112 views 1 comment 0 points Most recent by Jason Li March 2020Integrations and API
• 
  How-to: Connect to Sage Intacct

  Sonia Liapounova 4.8K views 0 comments 0 points Started by Sonia Liapounova March 2020 How-to Docs
• 
  additional column in the report overview

  Answered Clariness 43 views 1 comment 0 points Most recent by Jenna Hay March 2020Getting Started
• 
  Mass update MCC categories via Excel/CSV upload

  Answered Will_at_ATI 92 views 2 comments 0 points Most recent by Will_at_ATI March 2020Advanced Admin Controls
• 
  Automatic Approval Limit

  Answered ✓ Anthony_Kajfasz1 306 views 1 comment 0 points Most recent by Ted Harris March 2020Advanced Admin Controls
• 
  How do I send a mass email to everyone in a domain?

  Answered John_Doe 121 views 1 comment 0 points Most recent by Michelle Niemi February 2020Advanced Admin Controls
• 
  Can I Categorize Expenses to specific projects

  Answered Weatherford05 517 views 1 comment 0 points Most recent by Alejandro Paz February 2020Advanced Admin Controls
• 
  How-to: Connect multiple company cards ~ combine them under one login

  Stevie LaFortune 2K views 0 comments 0 points Started by Stevie LaFortune February 2020 How-to Docs
• 
  I can't see any of the reports on the mobile app. I am an admin. Any ideas?

  Answered ✓ SandraJane 85 views 1 comment 0 points Most recent by Ariel Green February 2020Getting Started
• 
  Trying to upload dependent tags with powershell, almost there...

  Answered ComportTom 37 views 1 comment 0 points Most recent by April Bekkala February 2020Integrations and API
• 
  Tags

  Answered kazara 67 views 1 comment 0 points Most recent by Karisa Latta February 2020Integrations and API
• 
  Monthly Expense

  MPeach 57 views 3 comments 0 points Most recent by Amanda DeWitt February 2020Best Practices
• 
  How-to: Enable and disable Public Receipt Visibility

  Sheena Trepanier 683 views 0 comments 0 points Started by Sheena Trepanier February 2020 How-to Docs
• 
  Is there a way for me to export expenses from all my reports for a certain date range?

  Answered will_c25 74 views 5 comments 0 points Most recent by Cortney Ofstad February 2020Day to Day
• 
  Exporting Expense report directly to Excel file instead of Email link

  Answered Neethi 578 views 2 comments 0 points Most recent by Katie Oswalt February 2020Day to Day
• 
  Setting up a receipt or travel integration with Expensify

  Sofie de Vreese 764 views 0 comments 2 points Started by Sofie de Vreese February 2020 3rd party integrations
• 
  How-to: set mileage rates and track tax on Distance expenses

  Isabela Stisser 4K views 1 comment 0 points Most recent by Julia January 2020How-to Docs
• 
  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
• 
  Wells Fargo New and Upgraded

  Answered mgarbesi 12 views 3 comments 0 points Most recent by Stevie LaFortune January 2020Integrations and API