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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27 articles in this collection
Written by Katie Oswalt, Maddie Wiener, and Sonia Liapounova and 5 others
Advanced Configuration for Managers and Accountants

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 this week

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 this week

Billable Expenses

Re-billing expenses to your customers
Written by Jenna Hay
Updated this week

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 this week

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 this week

Australian Reimbursements

Batch Payment (Direct Entry) ABA file upload process
Written by Milan
Updated this week

Tax Tracking

Tracking taxes with Expensify
Written by Katie Oswalt
Updated this week

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 yesterday

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