Advice and answers from the Expensify Team

Setup for Submitters

Videos and getting started guides.

14 articles in this collection
Written by Katie Oswalt, Puneet Lath, and Keagan
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 over a week ago

Personal Scheduled Submit

Open and submit reports automatically
Written by Katie Oswalt
Updated over a week ago

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 Puneet Lath
Updated over a week ago

Bank Import FAQs and Known Issues

A listing of common questions and known issues with importing cards/accounts
Written by Keagan
Updated this week

Add a Deposit Account

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

Add a Copilot (formerly "Wingman")

A Copilot can be delegated to help fly through 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 over a week ago

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 over a week ago

SmartReports

Written by Puneet Lath
Updated over a week ago