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Deep Dive

Deep Dive: Category and Tag Approvers

Sasha Kluger 96 views 4 comments 1 point Most recent by Sasha Kluger February 13Deep Dives
Deep Dive: Understanding your Expensify Card statement

Stephanie Elliot 200 views 10 comments 0 points Most recent by ShawnKocher February 12Deep Dives
Deep Dive: Expensify Card and QuickBooks Online Auto-Reconciliation: How it works!

Nicole Trepanier 612 views 8 comments 0 points Most recent by JSoltani February 10Deep Dives
Deep Dive: The Expensify Card

Announcement Stephanie Elliot 1.9K views 20 comments 1 point Most recent by Expensify_Admin_NY February 10Deep Dives
Policy import returns no data to D365

Question JoeV 6 views 0 comments 0 points Started by JoeV February 7 Integrations and API
Deep Dive: Expensify Card and NetSuite Auto-Reconciliation: How it works!

Ted Harris 35 views 0 comments 0 points Started by Ted Harris February 5 Deep Dives
Deep Dive: Determining the settings that work best for your needs

Stevie LaFortune 44 views 0 comments 0 points Started by Stevie LaFortune January 30 Deep Dives
Deep Dive: GL Code formula

Stevie LaFortune 118 views 2 comments 0 points Most recent by Stevie LaFortune January 21Deep Dives
Deep Dive: What are Karma Points?

Sheena Trepanier 202 views 0 comments 0 points Started by Sheena Trepanier January 13 Deep Dives
Deep Dive: How do I become an Expensify.org volunteer or share an idea I have for a campaign?

Sheena Trepanier 11 views 0 comments 0 points Started by Sheena Trepanier January 10 Deep Dives
Deep Dive: Automating report creation and taking the work out of expense reporting

Sheena Trepanier 30 views 0 comments 0 points Started by Sheena Trepanier January 9 Deep Dives
Deep Dive: How the Personal and Corporate Karma donation amount is calculated

Sheena Trepanier 73 views 0 comments 0 points Started by Sheena Trepanier January 8 Deep Dives
Deep Dive: Determining the fund for a Personal or Corporate Karma donation

Sheena Trepanier 70 views 0 comments 0 points Started by Sheena Trepanier January 8 Deep Dives
How to add Description while Import Transactions from File

Answered Irina_R 30 views 1 comment 2 points Most recent by Brigid Bello January 8Best Practices
Day 1 with Expensify (Admins and Accountants)

Maddy Lewis 324 views 0 comments 0 points Started by Maddy Lewis January 3 Deep Dives
Deep Dive: Configure Export Settings for QuickBooks Desktop

Brigid Bello 87 views 2 comments 0 points Most recent by Brigid Bello January 3Deep Dives
Deep Dive: Day 1 with Expensify for Submitters

Maddy Lewis 174 views 0 comments 0 points Started by Maddy Lewis January 2 Deep Dives
Deep Dive: Company card best practices

Announcement Stevie LaFortune 208 views 0 comments 0 points Started by Stevie LaFortune January 2 Deep Dives
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Ability to Separate Reports by Credit Card

Gathering use cases Sam_Kumar 83 views 3 comments 6 points Most recent by Mark Louis December 2019Ideas
Deep Dive: Understanding math and substring formula for custom exports

Stevie LaFortune 48 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
Deep Dive: Date formating for formulas

Stevie LaFortune 48 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
Deep Dive: Report level formula

Stevie LaFortune 157 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
Deep Dive: User level formula

Stevie LaFortune 51 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
Deep Dive: Expense level formula

Stevie LaFortune 167 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
Deep Dive: Understanding custom export templates and formulas

Stevie LaFortune 429 views 0 comments 0 points Started by Stevie LaFortune December 2019 Deep Dives
Deep Dive: Best practices for before you get started with credit card import

Rachael Hopkins 92 views 0 comments -1 point Started by Rachael Hopkins December 2019 Deep Dives
Deep Dive: Policy submission rules, violations, and best practices for setup

Rachael Hopkins 84 views 0 comments 0 points Started by Rachael Hopkins December 2019 Deep Dives
Deep Dive: How to avoid credit card duplicates in QuickBooks Online

Sheena Trepanier 87 views 0 comments 1 point Started by Sheena Trepanier December 2019 Deep Dives
Deep Dive: Candidate setup guide

Sheena Trepanier 39 views 0 comments 0 points Started by Sheena Trepanier December 2019 Hidden posts or KB articles
Deep Dive: Concierge Weekly Reminder email best practices

Matt Moore 25 views 0 comments 0 points Started by Matt Moore December 2019 Deep Dives

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