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Discussion List

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  Company Card Admin Webinar Q&A — April 23, 2019

  Michelle Niemi 24 views 0 comments 0 points Started by Michelle Niemi April 23 Webinars
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  How to disable SmartScan?

  Accepted Answer lcoverstone 473 views 3 comments 2 points Most recent by Sheena Trepanier April 18Day to Day
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  Company Cards Webinar Q&A — April 10th, 2019

  Michelle Niemi 76 views 0 comments 0 points Started by Michelle Niemi April 10 Webinars
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  [Track] Keeping business and personal expenses separate

  Announcement Ariel Green 152 views 0 comments 0 points Started by Ariel Green March 22 Deep Dives
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  Does anyone know how to obtain a SOC 1 Report from Expensify?

  Accepted Answer ealmonte_al 12 views 1 comment 0 points Most recent by Michelle Niemi March 19Tips & Tricks
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  [Track] Using Expensify to file self-employed expenses with online tax software

  Steph 112 views 0 comments 1 point Started by Steph March 13 Deep Dives
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  [Track] Sharing your self-employed expenses with your bookkeeper or accountant

  Steph 79 views 0 comments 6 points Started by Steph March 11 Deep Dives
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  Tracking year on year mileage / generating a total of miles driven

  Accepted Answer itsnoel 20 views 5 comments 0 points Most recent by Sheena Trepanier March 8Day to Day
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  Project Budgets

  Answered CPAFirm_Wallace 5 views 1 comment 0 points Most recent by Karisa Caudill March 7Getting Started
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  Let's talk about weekly reminders from Concierge

  Greg Schroeder 245 views 29 comments 23 points Most recent by Sheena Trepanier March 4Important
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  [Track] Tracking self-employment expenses to maximize deductions at tax time

  Steph 131 views 0 comments 1 point Started by Steph March 4 Deep Dives
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  [Track] Getting started catching up on old expenses? SmartScan receipts or import in bulk!

  Steph 169 views 0 comments 1 point Started by Steph February 22 Deep Dives
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  How do I turn off Concierge?

  RachCHopkins 947 views 3 comments 41 points Most recent by SteveR February 21Deep Dives
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  Admin Capabilities Within the API

  Accepted Answer Mads 152 views 7 comments 0 points Most recent by RachCHopkins February 20Integrations and API
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  reimburse non-policy user?

  Accepted Answer jessebATmsc 16 views 1 comment 0 points Most recent by Nicole Trepanier February 8Advanced Admin Controls
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  Is it possible to merge reports?

  Accepted Answer tstickney 5.3K views 12 comments 3 points Most recent by Sheena Trepanier February 6Day to Day
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  wrong credit card account is receiving transactions

  Accepted Answer Hermosa 15 views 2 comments 0 points Most recent by Hermosa January 31Integrations and API
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  How to import expenses/reports from Excel?

  Answered DVDJB11 1.8K views 11 comments 0 points Most recent by HKelley January 16Day to Day
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  Multiple Companies in Expensify

  Accepted Answer Wolf200 778 views 3 comments 0 points Most recent by Nicole Trepanier January 12Client Onboarding & Setup
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  Company Cards Webinar Q&A - January 3rd

  Michelle Niemi 31 views 0 comments 0 points Started by Michelle Niemi January 3 Webinars
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  Year-End Questions, Tasks and Tips from the Expensify Success Team

  RachCHopkins 202 views 0 comments 1 point Started by RachCHopkins December 2018 Deep Dives
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  Can I duplicate an Expensify policy?

  Accepted Answer Hadassah Hartman 82 views 3 comments 1 point Most recent by Karisa Caudill December 2018Day to Day
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  Can I turn off Auto Sync for QuickBooks Online (QBO)?

  Answered chautauqua 108 views 2 comments 0 points Most recent by Cortney Ofstad December 2018Integrations and API
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  Onboarding Documents

  Answered TabithaSchmaltz 3 views 1 comment 0 points Most recent by Sheena Trepanier November 2018Client Onboarding & Setup
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  Where to email receipts to (to get them into your Expensify expenses!)

  RachCHopkins 1.2K views 3 comments 37 points Most recent by IsabelaStisser November 2018Deep Dives
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  Education series #5 - Becoming an Expensify Champion

  Sheena Trepanier 25 views 0 comments 1 point Started by Sheena Trepanier November 2018 Deep Dives
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  How to sync reimbursed reports to Sage Intacct with multiple ACH accounts in use?

  Accepted Answer ccalhoun 32 views 2 comments 0 points Most recent by ccalhoun November 2018Integrations and API
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  Can I create a report for all users at a specific time?

  Answered JoshTillotson1_ 5 views 1 comment 0 points Most recent by Ted Peeters November 2018Advanced Admin Controls
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  The app is loosing my receipts on IOS

  Answered mslsailor 24 views 4 comments 1 point Most recent by Jasonjmu October 2018Day to Day