How-to

How-to: Connect your Business Bank account for the Expensify Card

Christina Dobryzynski 1K views 0 comments 0 points Started by Christina Dobryzynski September 2019 How-to Docs
How-to: Apply for the Expensify Card

Christina Dobryzynski 1.2K views 0 comments 0 points Started by Christina Dobryzynski September 2019 How-to Docs
How to: Cancel an ACH Reimbursement

Stephanie Elliot 319 views 0 comments 0 points Started by Stephanie Elliot September 2019 How-to Docs
How to: Manage Domain Members

Stephanie Elliot 2.9K views 0 comments 0 points Started by Stephanie Elliot September 2019 How-to Docs
How-to: Assign and Unassign Company Cards

Stevie LaFortune 3.3K views 0 comments 0 points Started by Stevie LaFortune September 2019 How-to Docs
Questions on Creating Expenses via API

Answered schadha 127 views 2 comments 0 points Most recent by schadha September 2019Integrations and API
How-to: Set or edit Smart Limits for an individual cardholder

Conor Pendergrast 2.4K views 0 comments 0 points Started by Conor Pendergrast September 2019 How-to Docs
How-to: Set or edit the default Smart Limit for a group

Conor Pendergrast 848 views 0 comments 0 points Started by Conor Pendergrast September 2019 How-to Docs
How-to: Set Smart Limits for the Expensify Card

Conor Pendergrast 750 views 0 comments 0 points Started by Conor Pendergrast September 2019 How-to Docs
How-to: Connect to Sage Intacct - Role-based Permissions - Vendor Bills

Isabela Stisser 546 views 0 comments 0 points Started by Isabela Stisser September 2019 How-to Docs
How-to: Split expenses on the web and mobile app

Isabela Stisser 1.2K views 0 comments 0 points Started by Isabela Stisser September 2019 How-to Docs
How-to: Change the billing owner for your policy

Isabela Stisser 2.5K views 0 comments 0 points Started by Isabela Stisser September 2019 How-to Docs
How-to: Connect your policy to QuickBooks Online

Stevie LaFortune 5.8K views 0 comments 0 points Started by Stevie LaFortune September 2019 How-to Docs
How-to: Enable SAML SSO

Stevie LaFortune 3.2K views 0 comments 0 points Started by Stevie LaFortune September 2019 How-to Docs
How-to: Set up default report titles

Stevie LaFortune 1.1K views 0 comments 0 points Started by Stevie LaFortune September 2019 How-to Docs
How-to: Set up billable expenses for a company policy

Stevie LaFortune 563 views 0 comments 0 points Started by Stevie LaFortune September 2019 How-to Docs
How-to: Identify and process outstanding company card expenses using the Reconciliation Dashboard

Stevie LaFortune 1K views 0 comments 0 points Started by Stevie LaFortune September 2019 How-to Docs
How-to: Reconcile your company cards statement in Expensify

Stevie LaFortune 5.5K views 0 comments 1 point Started by Stevie LaFortune September 2019 How-to Docs
How-to: Set your Annual Subscription Size

Stevie LaFortune 1.4K views 0 comments 0 points Started by Stevie LaFortune September 2019 How-to Docs
How-to: Create and send invoices

Stevie LaFortune 1.9K views 0 comments 1 point Started by Stevie LaFortune September 2019 How-to Docs
How-To: Set up an American Express Corporate feed

Stevie LaFortune 4.7K views 0 comments 0 points Started by Stevie LaFortune September 2019 How-to Docs
How-to: Set up a MasterCard commercial feed

Stevie LaFortune 2K views 0 comments 0 points Started by Stevie LaFortune September 2019 How-to Docs
How-to: Set up a Visa commercial feed

Stevie LaFortune 2.6K views 0 comments 0 points Started by Stevie LaFortune September 2019 How-to Docs
How-to: Set up Concierge report approval

Mark Louis 1.3K views 0 comments 0 points Started by Mark Louis September 2019 How-to Docs
How-to: Automate reimbursement

Mark Louis 496 views 0 comments 0 points Started by Mark Louis September 2019 How-to Docs
How-to: Create Expense Rules

Mark Louis 2.6K views 0 comments 0 points Started by Mark Louis September 2019 How-to Docs
How-to: Set a default hourly rate for yourself

Mark Louis 49 views 0 comments 0 points Started by Mark Louis September 2019 How-to Docs
How-to: Changing your account's default currency

Sonia Liapounova 466 views 0 comments 0 points Started by Sonia Liapounova September 2019 How-to Docs
How-to: Set a policy default business bank account and reimburser

Sonia Liapounova 419 views 0 comments 0 points Started by Sonia Liapounova September 2019 How-to Docs
How-to: [Alternate option] Submit to Bill.com as part of your approval workflow

Sonia Liapounova 376 views 0 comments 0 points Started by Sonia Liapounova September 2019 How-to Docs