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

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 Nicole Mendonca
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

Pricing, Policies, and Billing

Written by Katie Oswalt
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

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 Michelle
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 Nicole Mendonca
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 Milan
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

Tax Tracking

Tracking taxes with Expensify

Written by Jenna Hay
Updated over a week ago

Per Diem

Using Per Diem allowances with your Corporate policy

Written by Michelle
Updated over a week ago

Custom Formulas

Complete list of formulas for custom exports

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 Cortney Ofstad
Updated over a week ago

Stripe

Pay your invoices online with Stripe

Written by Katie Oswalt
Updated over a week ago