The below steps will walk you through how to set up a new policy for your company if you are just beginning with a new Expensify account.
Ready to get started? Here are the steps to create your first policy!
Wait, but I already have an account. I just need to create a new policy for our team/company!
If you already have an admin account and simply need to add an additional policy to your company or organization, you will want to log into the billing owner's account, go to your Admin tab, and click the "New Policy" button to create an additional policy. Alternatively, you can choose to duplicate a policy if you wish to create one with similar settings.
Step 1: Concierge will get you started once you create an account!
Upon creating an account, you will see the below screen from your Inbox that will lead you through your policy setup. (Not sure which policy you need? Check out our pricing page which will show a comparison of all our policy features!)
You'll want to select Collect Receipts if you are a manager or accountant. This will make you the billing owner of a Corporate policy and Concierge will walk you through the setup for your company/group. You'll also be able to invite employees that will report on this policy. (Don't worry, you can invite more employees later!)
Are you just submitting your receipts to someone else? You'll want to choose the Submit Receipts option to start a Team policy so that you can report seamlessly with others.
Step 2: Connect your accounting system.
We offer direct integrations with QuickBooks Online, QuickBooks Desktop, NetSuite, Xero, and Sage Intacct. Using something else? We've got you covered. We offer custom accounting templates so you can export exactly what you need from Expensify. Concierge will walk you through all the options!
Step 3: Add a withdrawal account.
If you're a US customer, you'll love our ACH reimbursement. Pay employees back in as little as one business day with rapid reimbursement! Outside the US? You'll just mark those reports as "reimbursed" when they're paid externally.
Step 4: Automatic report processing with Concierge saves you time!
Hold it — let Concierge do all the dirty work for you. Most of your reports will be totally automated. Don't pass up the opportunity for this automation domination! We can report, submit, approve, and/or reimburse on your behalf to save you and your employees time! Corporate cards? Make sure to use our super-intelligent automatic statement reporting.
Step 5: Remember that Inbox!
When you log in, this is where you will go to see your "to-do" list from Concierge for any reports that require action. Need to approve a report? Forgot to reimburse an employee? We've got it all nice and tidy in a handy list here.
Your Inbox tasks are also available to you on your mobile device. You can go through policy set up tasks.
Or complete your "to-do" list from the palm of your hands.
Your employees will rely on these extremely handy features for their quick receipt management.
Step 7: Guide your employees to Day 1 for Submitters to get started!