Advice and answers from the Expensify Team

Setup for Submitters

Videos and getting started guides.

13 articles in this collection
Written by Katie Oswalt , Steve Inguanti and Karisa Caudill
Advanced Configuration for Submitters

Email Preferences

Change your email preferences for the notifications and Expensify materials you receive.
Written by Katie Oswalt
Updated over a week ago

Add a Secondary Login or Merge Accounts

Do you need to add a secondary login, change an email address, or merge two existing Expensify accounts?
Written by Katie Oswalt
Updated this week

Change Password

Changing or resetting your password
Written by Katie Oswalt
Updated over a week ago

Importing Credit Cards/Bank Transactions - How To

Importing your bank or credit card or uploading a transaction CSV
Written by Steve Inguanti
Updated over a week ago

Importing Cards/Bank Account - Troubleshooting and FAQ

Having trouble with your connection or uploading your CSV? Read me!
Written by Karisa Caudill
Updated over a week ago

Add a Reimbursement Account

Setting up ACH to receive your direct deposit (US Only)
Written by Katie Oswalt
Updated over a week ago

Add a Wingman

A Wingman can be delegated to help with your expense reporting. No need to hand over login credentials!
Written by Katie Oswalt
Updated over a week ago

Add a Vacation Delegate

Need to designate someone to take over while you're out?
Written by Katie Oswalt
Updated over a week ago

Expense Rules

Create rules for recurring expenses.
Written by Katie Oswalt
Updated this week

Delete your Account

If you need to delete your account for any reason, you can do so in your account settings.
Written by Katie Oswalt
Updated this week

SmartReports

Written by Steve Inguanti
Updated this week