How-to

Discussion List

• 
  How-to: Add and remove domain admins

  Announcement Stephanie Elliot 1.4K views 0 comments 0 points Started by Stephanie Elliot December 2019 How-to Docs
• 
  How To: Apply simple tax to expenses

  Stephanie Elliot 287 views 0 comments 0 points Started by Stephanie Elliot December 2019 How-to Docs
• 
  How-to: Connect to QuickBooks Desktop

  Brigid Bello 5.4K views 0 comments 0 points Started by Brigid Bello December 2019 How-to Docs
• 
  How-to: Download NetSuite logs to assist with troubleshooting

  Katie Oswalt 134 views 0 comments 0 points Started by Katie Oswalt November 2019 How-to Docs
• 
  Setting up email filters; what's the subject line of approval required notifications?

  Answered Scot 11 views 1 comment 0 points Most recent by Mark Louis November 2019Getting Started
• 
  Is there a way to run a report to see what receipts have not matched up to the credit card statement

  Accepted Answer KJK 41 views 1 comment 0 points Most recent by Conor Pendergrast November 2019Day to Day
• 
  Additional Attributes for updating employees using API

  Accepted Answer WooHooWu 11 views 1 comment 0 points Most recent by Nicole Trepanier November 2019Integrations and API
• 
  Advance Approval Setup for a Small Team

  Answered AccountingGenie_1 71 views 1 comment 0 points Most recent by Jeremy Boniface November 2019Advanced Admin Controls
• 
  How To: Set up User Defined Dimensions in Sage Intacct

  Rachael Hopkins 398 views 0 comments 0 points Started by Rachael Hopkins November 2019 How-to Docs
• 
  3

  Up Down
  New View Receipt Permissions, Made optional.

  Understanding the Issue ssteiner 2 views 1 comment 3 points Most recent by Amanda DeWitt November 2019Ideas
• 
  How To: Set up Billable Expenses in Sage Intacct

  Rachael Hopkins 133 views 0 comments 0 points Started by Rachael Hopkins November 2019 How-to Docs
• 
  {report:total} is exporting one row for every expense on the report

  Answered khallvensure 31 views 1 comment 0 points Most recent by Victoria O'leary November 2019Day to Day
• 
  How-to: Select your Expensify Card Reconciliation Account

  Nicole Trepanier 582 views 0 comments 0 points Started by Nicole Trepanier November 2019 How-to Docs
• 
  Plaid- Wells Fargo email code never arrives

  Answered jesseb 34 views 2 comments 0 points Most recent by jesseb November 2019Advanced Admin Controls
• 
  2

  Up Down
  Mobile Application Alerts

  Understanding the Issue NicholeW 13 views 1 comment 2 points Most recent by Michelle Niemi November 2019Ideas
• 
  3

  Up Down
  Ability to send messages to the Inbox of a card policy member from a domain admin account

  Understanding the Issue kevin_britecore 13 views 1 comment 3 points Most recent by LaurenR_Expensify October 2019Ideas
• 
  4

  Up Down
  Default Tax by User

  Understanding the Issue amaniccia 83 views 3 comments 4 points Most recent by Jeremy Boniface October 2019Ideas
• 
  How to: Set a manual reimbursement limit

  Stephanie Elliot 296 views 0 comments 0 points Started by Stephanie Elliot October 2019 How-to Docs
• 
  How to: Create and edit domain groups

  Stephanie Elliot 554 views 0 comments 0 points Started by Stephanie Elliot October 2019 How-to Docs
• 
  How-to: Connect ParkWhiz to your Expensify account using a business profile

  Sonia Liapounova 3 views 0 comments 0 points Started by Sonia Liapounova October 2019 How-to Docs
• 
  How-to: Setup Roomex to automatically forward receipts to your Expensify account

  Sonia Liapounova 11 views 0 comments 0 points Started by Sonia Liapounova October 2019 How-to Docs
• 
  How-to: Connect Tripcatcher and Expensify

  Sonia Liapounova 13 views 0 comments 0 points Started by Sonia Liapounova October 2019 How-to Docs
• 
  How-to: Set up SAML authentication with ADFS in Expensify

  Sonia Liapounova 178 views 0 comments 0 points Started by Sonia Liapounova October 2019 How-to Docs
• 
  How-to: Use SaneBox to automatically forward receipts to [email protected]

  Sonia Liapounova 94 views 0 comments 0 points Started by Sonia Liapounova October 2019 How-to Docs
• 
  How To: Zero-to-hero in Postman with your first Report Retrieval

  Answered Announcement fpettinella 999 views 13 comments 12 points Most recent by sbismil October 2019Integrations and API
• 
  How-to: 3-way connection with Bill.com and QuickBooks Online, Sage Intacct, Xero, NetSuite

  Kirk Barrett 867 views 0 comments 0 points Started by Kirk Barrett October 2019 How-to Docs
• 
  Categories & bank accounts

  DFalcon 101 views 5 comments 0 points Most recent by Sheena Trepanier October 2019Advanced Admin Controls
• 
  Archive of Expensify database including images

  Answered uhamis 54 views 2 comments 1 point Most recent by Sheena Trepanier October 2019Day to Day