Deep Dive

Discussion List

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  Deep Dive: Understanding math and substring formula for custom exports

  Stevie LaFortune 11 views 0 comments 0 points Started by Stevie LaFortune December 6 Deep Dives
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  Deep Dive: Date formating for formulas

  Stevie LaFortune 12 views 0 comments 0 points Started by Stevie LaFortune December 6 Deep Dives
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  Deep Dive: GL Code formula

  Stevie LaFortune 14 views 0 comments 0 points Started by Stevie LaFortune December 6 Deep Dives
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  Deep Dive: Report level formula

  Stevie LaFortune 17 views 0 comments 0 points Started by Stevie LaFortune December 6 Deep Dives
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  Deep Dive: User level formula

  Stevie LaFortune 12 views 0 comments 0 points Started by Stevie LaFortune December 6 Deep Dives
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  Deep Dive: Expense level formula

  Stevie LaFortune 25 views 0 comments 0 points Started by Stevie LaFortune December 6 Deep Dives
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  Deep Dive: Understanding custom export templates and formulas

  Stevie LaFortune 19 views 0 comments 0 points Started by Stevie LaFortune December 6 Deep Dives
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  Deep Dive: Best practices for before you get started with credit card import

  Rachael Hopkins 6 views 0 comments 0 points Started by Rachael Hopkins December 5 Deep Dives
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  Deep Dive: Policy submission rules, violations, and best practices for setup

  Rachael Hopkins 8 views 0 comments 0 points Started by Rachael Hopkins December 5 Deep Dives
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  Deep Dive: How to avoid credit card duplicates in QuickBooks Online

  Sheena Trepanier 6 views 0 comments 0 points Started by Sheena Trepanier December 4 Deep Dives
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  Deep Dive: Candidate setup guide

  Sheena Trepanier 12 views 0 comments 0 points Started by Sheena Trepanier December 4 Hidden posts or KB articles
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  Deep Dive: The Expensify Card

  Announcement Stephanie Elliot 567 views 1 comment 1 point Most recent by TimSamuelCFO December 4Expensify Card
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  Deep Dive: Concierge Weekly Reminder email best practices

  Matt Moore 11 views 0 comments 0 points Started by Matt Moore December 3 Deep Dives
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  Deep Dive: Admin best practices when viewing, editing, and submitting employee reports

  Alejandro Paz 11 views 0 comments 0 points Started by Alejandro Paz December 3 Deep Dives
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  Deep Dive: Is the bank/credit card import option right for me?

  Ariel Green 6 views 0 comments 0 points Started by Ariel Green December 3 Deep Dives
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  Deep Dive: Domain Groups and permissions — what are they all about?

  Ariel Green 27 views 0 comments 0 points Started by Ariel Green December 3 Deep Dives
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  Deep Dive: Best practices and when to use Copilot

  Ariel Green 6 views 0 comments 0 points Started by Ariel Green December 3 Deep Dives
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  Deep Dive - Configure Export Settings for FinacialForce FFA

  Sonia Liapounova 4 views 0 comments 0 points Started by Sonia Liapounova December 3 Deep Dives
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  Deep Dive - Xero: Multi-Currency

  Sonia Liapounova 4 views 0 comments 0 points Started by Sonia Liapounova December 3 Deep Dives
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  Deep Dive: Best practices for Documents

  Sonia Liapounova 3 views 0 comments 0 points Started by Sonia Liapounova December 2 Deep Dives
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  Deep Dive: Configuring export settings for Xero

  Ariel Green 3 views 0 comments 0 points Started by Ariel Green December 2 Deep Dives
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  Deep Dive: Currency in Expensify overview

  Sonia Liapounova 5 views 0 comments 0 points Started by Sonia Liapounova December 2 Deep Dives
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  Deep Dive: What is Scheduled Submit and how does it work?

  Nicole Trepanier 12 views 0 comments 0 points Started by Nicole Trepanier December 2 Deep Dives
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  Deep Dive: Using the mobile app as a submitter best practices

  Nicole Trepanier 5 views 0 comments 0 points Started by Nicole Trepanier December 2 Deep Dives
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  Deep Dive: What expense information is available based on role?

  Alejandro Paz 11 views 0 comments 0 points Started by Alejandro Paz December 2 Deep Dives
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  Deep Dive: How does Concierge Receipt Audit work?

  Sonia Liapounova 3 views 0 comments 0 points Started by Sonia Liapounova December 2 Deep Dives
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  Deep Dive: How the Zenefits connection works with Expensify

  Sonia Liapounova 6 views 0 comments 0 points Started by Sonia Liapounova December 2 Deep Dives
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  Deep Dive: Preparing accrual - how to Reconcile Company Card Expenses

  Sonia Liapounova 5 views 0 comments 0 points Started by Sonia Liapounova December 2 Deep Dives
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  Deep Dive: Advanced Approval

  Ariel Green 9 views 0 comments 0 points Started by Ariel Green December 2 Deep Dives
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  Deep Dive: Default report title best practices, which formula are eligible, formula that update

  Alejandro Paz 12 views 0 comments 0 points Started by Alejandro Paz December 2 Deep Dives