Advice and answers from the Expensify Team

Setup for Admins and Accountants

Are you setting up a company? Here's how to use Expensify as a manager, accountant, or business owner.

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21 articles in this collection
Written by Katie Oswalt , Maddie Wiener , Sonia Liapounova and 2 others
Advanced Configuration for Managers and Accountants

Scheduled Submit

Reports will automatically open and submit for users with this feature, saving you tons of time.
Written by Katie Oswalt
Updated 4 days ago

Approval Workflows

Moving an expense report from submission to reimbursement
Written by Sonia Liapounova
Updated 3 days ago

Mileage and GPS Expenses

How to set up mileage rates, creating GPS and map expenses from the web or mobile app.
Written by Katie Oswalt
Updated 4 days ago

Inviting/Removing Users

Inviting and removing new users to a policy.
Written by Katie Oswalt
Updated 4 days ago

Time-Based Expenses

Configure time and hourly rates, and how to create a time-based expense
Written by Ben Lee
Updated 4 days ago

Currency and Conversion

Currency settings, how we determine conversion rates, and currency surcharges
Written by Katie Oswalt
Updated 4 days ago

Categories

Setting up categories, category rules, and aligning them with your accounting system.
Written by Katie Oswalt
Updated 4 days ago

Tags

Setting up single and multi-level tags for your policy.
Written by Katie Oswalt
Updated 4 days ago

Take Over Billing

Need to swap out ownership of a policy or change who is billed?
Written by Katie Oswalt
Updated 4 days ago

Add a Withdrawal Account

Set up a withdrawal account to initiate ACH reimbursement payments (US Only)
Written by Katie Oswalt
Updated 4 days ago

Tax Tracking

Written by Katie Oswalt
Updated 4 days ago

Price to Beat

This policy-specific trip analyzer evaluates an employee’s travel expenses based on similar or nearby hotel, flight, and/or car rentals.
Written by Sonia Liapounova
Updated 4 days ago

Per Diem

Written by Katie Oswalt
Updated 4 days ago

Custom Formulas

Complete list of formulas for custom exports
Written by Cortney Ofstad
Updated 4 days ago

Export Custom Reports

Create customized templates to export your data.
Written by Cortney Ofstad
Updated 4 days ago

Invoices

Setting up, customizing, and sending invoices.
Written by Katie Oswalt
Updated 4 days ago

Stripe

Pay your invoices online with Stripe
Written by Katie Oswalt
Updated 4 days ago