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Discussion List

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  Company Card Admin Webinar Q&A - June 18, 2019

  Michelle Niemi 17 views 0 comments 0 points Started by Michelle Niemi June 19 Webinars
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  What determines the checking account used to pay reports exported as vendor bills to QBO?

  Accepted Answer tonywalls 11 views 3 comments 0 points Most recent by Nicole Trepanier June 7Integrations and API
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  Company Card Admin Webinar Q&A - May 21, 2019

  Michelle Niemi 49 views 0 comments 0 points Started by Michelle Niemi May 21 Webinars
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  How can I turn my unreported expenses into reported? (add to report)

  Accepted Answer spotter 445 views 6 comments 0 points Most recent by Nicole Trepanier May 17Day to Day
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  Company procurement card

  Answered teamdean 16 views 1 comment 0 points Most recent by Nicole Trepanier May 9Best Practices
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  What billing options are available for the Collect plan, how do they work?

  Answered applecart 21 views 1 comment 1 point Most recent by Sheena Trepanier May 2Getting Started
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  To delete, or not to delete? That is the question.

  Cortney Ofstad 174 views 0 comments 3 points Started by Cortney Ofstad April 24 Deep Dives
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  Company Card Admin Webinar Q&A — April 23, 2019

  Michelle Niemi 66 views 0 comments 0 points Started by Michelle Niemi April 23 Webinars
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  How to disable SmartScan?

  Accepted Answer lcoverstone 555 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 110 views 0 comments 0 points Started by Michelle Niemi April 10 Webinars
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  [Track] Keeping business and personal expenses separate

  Ariel Green 177 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 20 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 143 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 106 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 23 views 5 comments 0 points Most recent by Sheena Trepanier March 8Day to Day
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  Project Budgets

  Answered CPAFirm_Wallace 4 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 272 views 29 comments 23 points Most recent by Sheena Trepanier March 4Day to Day
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  [Track] Tracking self-employment expenses to maximize deductions at tax time

  Steph 165 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 228 views 0 comments 1 point Started by Steph February 22 Deep Dives
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  How do I turn off Concierge?

  RachCHopkins 1.2K views 3 comments 41 points Most recent by SteveR February 21Deep Dives
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  Admin Capabilities Within the API

  Accepted Answer Mads 163 views 7 comments 0 points Most recent by RachCHopkins February 20Integrations and API
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  reimburse non-policy user?

  Accepted Answer jessebATmsc 13 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 6.1K 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 16 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 2K views 11 comments 0 points Most recent by HKelley January 16Day to Day
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  Multiple Companies in Expensify

  Accepted Answer Wolf200 939 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 219 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 94 views 3 comments 1 point Most recent by Karisa Caudill December 2018Day to Day