Setup for submitters

Are you an employee submitting expenses? This section is for you.

Kirk Barrett avatar Michelle avatar Katie Oswalt avatar +4
15 articles in this collection
Written by Kirk Barrett, Michelle, Katie Oswalt and 4 others
Advanced Configuration for Submitters

Contact preferences

Change your email preferences for the notifications and Expensify materials you receive.
Nicole Mendonca avatar
Written by Nicole Mendonca
Updated over a week ago

Personalizing your account

Add a first and last name (surname) to your account, as well as a personalized avatar
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago

Scheduled Submit (Individual policy level)

Open and submit reports automatically
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago

Add a secondary login or merge accounts

Do you need to add a secondary login, change an email address or phone number, or merge two existing Expensify accounts?
Michelle avatar
Written by Michelle
Updated over a week ago

Disconnect your personal email address (secondary login) from your previous company's account

No longer a part of your company or organization, but need to use that email address to access Expensify?
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago

Change password

Changing or resetting your password
Corinne avatar
Written by Corinne
Updated over a week ago

Add a deposit account (Australia)

This article will help you setup your deposit account to accept your reimbursement
Kirk Barrett avatar
Written by Kirk Barrett
Updated over a week ago

Copilot - delegated access

A Copilot is another user who has delegated access to your account. No need to hand over login credentials!
Lauren Schurr avatar
Written by Lauren Schurr
Updated over a week ago

Add a Vacation Delegate

Need to designate someone to take over while you're out?
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago

Expense rules

Create rules for recurring expenses.
Ariel Green avatar
Written by Ariel Green
Updated over a week ago

Add a personal bank account (United States)

Setting up ACH to receive your direct deposit (United States online at this time)
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago

Close your account

How to close your account and delete your data from your account settings
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago