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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29 articles in this collection
Written by Katie Oswalt, Maddie Wiener, and Anu and 7 others
Advanced Configuration for Managers and Accountants

Reimbursing Employees

Reimburse reports as soon as they've been approved using Expensify
Written by Anu
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

Concierge Report Approval

Reports can be automatically approved by Concierge 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 Users

Inviting users to a policy
Written by Michael Haxhiu
Updated over a week ago

Removing Users

Removing users from 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

Billable Expenses

Re-billing expenses to your customers
Written by Jenna Hay
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 yesterday

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 over a week ago

Configuring Manual ACH Reimbursement (US only)

Automatically reimburse final approved reports under a particular threshold. Learn how to configure this here!
Written by Katie Oswalt
Updated over a week ago

Australian Reimbursements

Reimburse by Batch Payment (Direct Entry) file
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 this week

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

QuickBooks Online Accountant

Purchase, activate, and manage the billing of Expensify subscriptions for your clients through QuickBooks Online Accountant.
Written by James
Updated over a week ago