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 yesterday

Delete your account

How to delete your account from your account settings
Katie Oswalt avatar
Written by Katie Oswalt
Updated this week