Deep Dive

Discussion List

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  Deep Dive: Expensify Card and QuickBooks Online Auto-Reconciliation: How it works!

  Nicole Trepanier 381 views 1 comment 0 points Most recent by mynCPA 2:43AMDeep Dives
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  Deep Dive: GL Code formula

  Stevie LaFortune 66 views 1 comment 0 points Most recent by Bmetzgar January 16Deep Dives
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  Deep Dive: What are Karma Points?

  Sheena Trepanier 68 views 0 comments 0 points Started by Sheena Trepanier January 13 Deep Dives
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  Deep Dive: How do I become an Expensify.org volunteer or share an idea I have for a campaign?

  Sheena Trepanier 9 views 0 comments 0 points Started by Sheena Trepanier January 10 Deep Dives
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  Deep Dive: Automating report creation and taking the work out of expense reporting

  Sheena Trepanier 12 views 0 comments 0 points Started by Sheena Trepanier January 9 Deep Dives
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  Deep Dive: What is Scheduled Submit and how does it work?

  Nicole Trepanier 74 views 2 comments 0 points Most recent by Lauren Schurr January 8Deep Dives
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  Deep Dive: How the Expensify Offset donation amount is calculated

  Sheena Trepanier 28 views 0 comments 0 points Started by Sheena Trepanier January 8 Deep Dives
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  Deep Dive: Determining the fund for an Expensify Offset donation

  Sheena Trepanier 32 views 0 comments 0 points Started by Sheena Trepanier January 8 Deep Dives
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  How to add Description while Import Transactions from File

  Answered Irina_R 23 views 1 comment 1 point Most recent by Brigid Bello January 8Best Practices
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  Day 1 with Expensify (Admins and Accountants)

  Maddy Lewis 90 views 0 comments 0 points Started by Maddy Lewis January 3 Deep Dives
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  Deep Dive: Configure Export Settings for QuickBooks Desktop

  Brigid Bello 47 views 2 comments 0 points Most recent by Brigid Bello January 3Deep Dives
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  Deep Dive: Day 1 with Expensify for Submitters

  Maddy Lewis 86 views 0 comments 0 points Started by Maddy Lewis January 2 Deep Dives
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  Deep Dive: Company card best practices

  Announcement Stevie LaFortune 85 views 0 comments 0 points Started by Stevie LaFortune January 2 Deep Dives
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  Deep Dive: How to avoid credit card duplicates in QuickBooks Online

  Sheena Trepanier 41 views 1 comment 1 point Most recent by Doqoo January 1Deep Dives
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  Ability to Separate Reports by Credit Card

  Gathering use cases Sam_Kumar 57 views 3 comments 6 points Most recent by Mark Louis December 2019Ideas
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  Deep Dive: The Expensify Card

  Announcement Stephanie Elliot 1.2K views 2 comments 1 point Most recent by Zany Renney December 2019Deep Dives
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  Deep Dive: Understanding math and substring formula for custom exports

  Stevie LaFortune 27 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
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  Deep Dive: Date formating for formulas

  Stevie LaFortune 32 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
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  Deep Dive: Report level formula

  Stevie LaFortune 79 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
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  Deep Dive: User level formula

  Stevie LaFortune 34 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
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  Deep Dive: Expense level formula

  Stevie LaFortune 103 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
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  Deep Dive: Understanding custom export templates and formulas

  Stevie LaFortune 198 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
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  Deep Dive: Best practices for before you get started with credit card import

  Rachael Hopkins 73 views 0 comments -1 point Started by Rachael Hopkins December 2019 Deep Dives
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  Deep Dive: Policy submission rules, violations, and best practices for setup

  Rachael Hopkins 43 views 0 comments 0 points Started by Rachael Hopkins December 2019 Deep Dives
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  Deep Dive: Candidate setup guide

  Sheena Trepanier 33 views 0 comments 0 points Started by Sheena Trepanier December 2019 Hidden posts or KB articles
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  Deep Dive: Concierge Weekly Reminder email best practices

  Matt Moore 20 views 0 comments 0 points Started by Matt Moore December 2019 Deep Dives
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  Deep Dive: Admin best practices when viewing, editing, and submitting employee reports

  Alejandro Paz 52 views 0 comments 0 points Started by Alejandro Paz December 2019 Deep Dives
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  Deep Dive: Is the bank/credit card import option right for me?

  Ariel Green 15 views 0 comments 0 points Started by Ariel Green December 2019 Deep Dives
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  Deep Dive: Domain Groups and permissions — what are they all about?

  Ariel Green 99 views 0 comments 0 points Started by Ariel Green December 2019 Deep Dives
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  Deep Dive: Best practices and when to use Copilot

  Ariel Green 34 views 0 comments 0 points Started by Ariel Green December 2019 Deep Dives