Setup for Admins and Accountants

Are you setting up a company? Here's how to use Expensify as a manager, accountant, or business owner.

Nicole Mendonca avatar Katie Oswalt avatar Stephanie Elliott avatar +9
28 articles in this collection
Written by Nicole Mendonca, Katie Oswalt, Stephanie Elliott and 9 others
Using your Policies

Scheduled Submit (Policy Level)

Reports will automatically open and submit for users with this feature, saving you tons of time.
Katie Oswalt avatar
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!
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago

Approval Workflows

Moving an expense report from submission to reimbursement
Sonia Liapounova avatar
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.
Sonia Liapounova avatar
Written by Sonia Liapounova
Updated over a week ago

Reimbursing Employees

Reimburse reports as soon as they've been approved using Expensify
Anu avatar
Written by Anu
Updated over a week ago

Inviting Users

Inviting users to your company policy
Kirk Barrett avatar
Written by Kirk Barrett
Updated over a week ago

Removing Users

Removing users from a policy
Michael Haxhiu avatar
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!
Jason Li avatar
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.
Nicole Mendonca avatar
Written by Nicole Mendonca
Updated over a week ago

Billable Expenses

Re-billing expenses to your customers
Jenna Hay avatar
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
Lauren Schurr avatar
Written by Lauren Schurr
Updated over a week ago

Currency and Conversion

Currency settings, how we determine conversion rates, and currency surcharges
Ted Peeters avatar
Written by Ted Peeters
Updated over a week ago

Policy Categories

Setting up categories, category rules, and aligning them with your accounting system.
Katie Oswalt avatar
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
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago

Policy Tags

Setting up single and multi-level tags for your policy.
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago

US Reimbursements

Set up a withdrawal account to initiate ACH reimbursement payments (US Only)
Katie Oswalt avatar
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!
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago

Australian Reimbursements

Reimburse by Batch Payment (Direct Entry) file
Kirk Barrett avatar
Written by Kirk Barrett
Updated over a week ago

Tax Tracking

Tracking taxes with Expensify
Jenna Hay avatar
Written by Jenna Hay
Updated over a week ago

Per Diem

Using Per Diem allowances with your policy
Michelle avatar
Written by Michelle
Updated over a week ago

Custom Formulas

Complete list of formulas for custom exports
Sonia Liapounova avatar
Written by Sonia Liapounova
Updated over a week ago

Invoices

Setting up, customizing, and sending invoices.
Michelle avatar
Written by Michelle
Updated over a week ago

Export Custom Reports

Create customized templates to export your data to a CSV
Kirk Barrett avatar
Written by Kirk Barrett
Updated over a week ago

Stripe

Pay your invoices online with Stripe
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago