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How-to

How-to: Use Smartscan to create expenses

Sheena Trepanier 438 views 0 comments 0 points Started by Sheena Trepanier October 2019 How-tos
How-to: Manage your approval workflow when connected to Zenefits

Rachael Hopkins 15 views 0 comments 0 points Started by Rachael Hopkins October 2019 How-tos
How-to: Connect Zenefits to your Expensify group policy

Rachael Hopkins 29 views 0 comments 0 points Started by Rachael Hopkins October 2019 How-tos
How-to: Connect your policy to FinacialForce FFA

Rachael Hopkins 23 views 0 comments 0 points Started by Rachael Hopkins October 2019 How-tos
How-to: Add categories individually

Rachael Hopkins 207 views 0 comments 0 points Started by Rachael Hopkins October 2019 How-tos
How-To: Enable the Egencia feed

Victoria O'leary 71 views 0 comments 0 points Started by Victoria O'leary October 2019 How-tos
I added a new employee and I see her expenses, but she cannot see her expenses to create her report.

Accepted Answer Jessie_2019 10 views 1 comment 0 points Most recent by Sheena Trepanier October 2019Advanced Admin Controls
How To: Disconnect your personal email (secondary login) from your previous company's account

Victoria O'leary 73 views 0 comments 0 points Started by Victoria O'leary October 2019 How-tos
How-to: Use Guided Review before submitting a report (web) (mobile)

Mark Louis 92 views 0 comments 0 points Started by Mark Louis October 2019 How-tos
How-to: Import card expenses via a spreadsheet

Mark Louis 1.3K views 0 comments 0 points Started by Mark Louis October 2019 How-tos
Do employees have to have access to quickbooks to use expensify?

Answered kblevins 3 views 2 comments 0 points Most recent by Nicole Trepanier October 2019Getting Started
NetSuite: Coding Configurations - Department "Tags" - Populate Default DepartmentValue from NetSuite

Answered Bindu 82 views 12 comments 0 points Most recent by Nicole Trepanier October 2019Day to Day
How to see if an employee has set up their ACH account

Answered vchristensen 32 views 1 comment 0 points Most recent by Ted Harris October 2019Advanced Admin Controls
Question about policies and approvers

Accepted Answer idoh 24 views 1 comment 0 points Most recent by Sophie Pinto-Raetz October 2019Advanced Admin Controls
How-to: Enable the Greenhouse Integration

Nicole Trepanier 41 views 0 comments 0 points Started by Nicole Trepanier October 2019 How-tos
How-to: Enable the Automatic Integration

Nicole Trepanier 8 views 0 comments 0 points Started by Nicole Trepanier October 2019 How-tos
How-to: Enable the NexTravel Integration

Nicole Trepanier 16 views 0 comments 0 points Started by Nicole Trepanier October 2019 How-tos
How-to: Set up the Workday Integration

Nicole Trepanier 135 views 0 comments 0 points Started by Nicole Trepanier October 2019 How-tos
How-to: Reject or Unapprove a Report

Nicole Trepanier 113 views 0 comments 0 points Started by Nicole Trepanier October 2019 How-tos
How-to: Add Documents to your Expensify Report

Nicole Trepanier 46 views 0 comments 0 points Started by Nicole Trepanier October 2019 How-tos
How-to: Reimburse a report via ACH

Nicole Trepanier 204 views 0 comments 0 points Started by Nicole Trepanier October 2019 How-tos
How-to: Enable Tax Tracking

Nicole Trepanier 257 views 0 comments 0 points Started by Nicole Trepanier October 2019 How-tos
How to: Enable Scheduled Submit for Individual Use.

Nicole Trepanier 955 views 0 comments 0 points Started by Nicole Trepanier October 2019 How-tos
How to: Invite users to your policy manually or in bulk.

Nicole Trepanier 593 views 0 comments 0 points Started by Nicole Trepanier October 2019 How-tos
FAQ: What is a controlling officer? What is a beneficial owner?

Christina Dobryzynski 113 views 0 comments 0 points Started by Christina Dobryzynski October 2019 Expensify Card
How-to: Setup Lola to automatically forward travel receipts to Expensify

Isabela Stisser 45 views 0 comments 0 points Started by Isabela Stisser October 2019 How-tos
How-to: Connect Hotel Engine to your Expensify account

Isabela Stisser 3 views 0 comments 0 points Started by Isabela Stisser October 2019 How-tos
How-to: Send Trainline receipts to your Expensify account

Isabela Stisser 16 views 0 comments 0 points Started by Isabela Stisser October 2019 How-tos
How-to: Forward HotelTonight expenses to your Expensify account

Isabela Stisser 7 views 0 comments 0 points Started by Isabela Stisser October 2019 How-tos
How-to: Connect Pana to your Expensify account

Isabela Stisser 11 views 0 comments 0 points Started by Isabela Stisser October 2019 How-tos

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