Advice and answers from the Expensify Team

Day 1 with Expensify (Admins and Accountants)

Welcome! Here's a quick training checklist for getting started with your team or corporate policy.

Written by Katie Oswalt
Updated this week

User Roles

Employees, admins, auditors, oh my! Let us explain the different roles users can have.

Written by Katie Oswalt
Updated this week

Pricing, Policies, and Billing

Compare prices and functionality of a Corporate or Team policy, how to upgrade or downgrade, and learn how our active user billing works

Written by Maddie Wiener
Updated over a week ago

Scheduled Submit (Policy Level)

Reports will automatically open and submit for users with this feature, saving you tons of time.

Written by Katie Oswalt
Updated over a week ago

Automatic Report Approval

Automatic reports can be approved without extra manual clicks. Here's how to set it up!

Written by Katie Oswalt
Updated over a week ago

Approval Workflows

Moving an expense report from submission to reimbursement

Written by Sonia Liapounova
Updated over a week ago

Inviting/Removing Users

Inviting and removing users to a policy

Written by Michael Haxhiu
Updated over a week ago

Default Report Titles

To create like titles for all submitters' reports, set up default report titles!

Written by Katie Oswalt
Updated over a week 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 over a week ago

Time-Based Expenses

Configure time and hourly rates, and how to create a time-based expense

Written by Ben Lee
Updated over a week ago

Currency and Conversion

Currency settings, how we determine conversion rates, and currency surcharges

Written by Katie Oswalt
Updated over a week ago

Policy Categories

Setting up categories, category rules, and aligning them with your accounting system.

Written by Katie Oswalt
Updated over a week ago

Report Fields

Add a report field at the header level for all reports on a policy

Written by Katie Oswalt
Updated over a week ago

Policy Tags

Setting up single and multi-level tags for your policy.

Written by Katie Oswalt
Updated over a week ago

Take Over Billing

Need to swap out ownership of a policy or change who is billed?

Written by Katie Oswalt
Updated over a week ago

US Reimbursements

Set up a withdrawal account to initiate ACH reimbursement payments (US Only)

Written by Katie Oswalt
Updated yesterday

Automatic Reimbursement (US only)

Automatically reimburse reports via ACH after they've been approved without extra clicking!

Written by Katie Oswalt
Updated over a week ago

Australian Reimbursements

Batch Payment (Direct Entry) ABA file upload process

Written by Milan
Updated over a week ago

Tax Tracking

Tracking taxes with Expensify

Written by Katie Oswalt
Updated over a week 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 over a week ago

Per Diem

Using Per Diem allowances with your Corporate policy

Written by Katie Oswalt
Updated over a week ago

Custom Formulas

Complete list of formulas for custom exports

Written by Cortney Ofstad
Updated over a week ago

Export Custom Reports

Create customized templates to export your data to a CSV

Written by Cortney Ofstad
Updated over a week ago

Invoices

Setting up, customizing, and sending invoices.

Written by Katie Oswalt
Updated over a week ago

Stripe

Pay your invoices online with Stripe

Written by Katie Oswalt
Updated over a week ago