Day 1 with Expensify (admins and accountants)

A quick guide for getting started with your Collect or Control Plan

Written by Ted Peeters
Updated over a week ago

Webinars and training resources

A guide to Expensify setup and training resources for employees, policy admins and accountants

Written by Stephanie Elliott
Updated over a week ago

Pricing, policies, and billing

Written by Katie Oswalt
Updated over a week ago

User roles

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

Written by Katie Oswalt
Updated over a week ago

Scheduled Submit (Group policy level)

How to set up automatic reports and submission for your group policy members

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

Advanced approval detailed example

Taking you step by step through setting up a multiple approval workflow.

Written by Sonia Liapounova
Updated over a week ago

Reimbursing employees

Reimburse reports as soon as they've been approved using Expensify

Written by Anu
Updated over a week ago

Inviting users

Inviting users to your company Group policy

Written by Kirk Barrett
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 Jason Li
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 Ariel Green
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 Lauren Schurr
Updated over a week ago

Currency and conversion

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

Written by Ted Peeters
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

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 Kirk Barrett
Updated over a week ago

Tax tracking

Tracking taxes with Expensify

Written by Jenna Hay
Updated over a week ago

Per Diem

Using Per Diem allowances with your policy

Written by Michelle
Updated over a week ago

Custom formulas

Complete list of formulas for custom export reports

Written by Sonia Liapounova
Updated over a week ago

Invoices

Setting up, customizing, and sending invoices.

Written by Michelle
Updated over a week ago

Export custom reports

Create customized templates to export your data to a CSV

Written by Kirk Barrett
Updated over a week ago

Stripe

Pay your invoices online with Stripe

Written by Katie Oswalt
Updated over a week ago