Setup for Submitters

Videos and getting started guides.

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17 articles in this collection
Written by Keagan, Katie Oswalt, and Ben Lee and 1 other
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 Katie Oswalt
Updated this week

Bank Import FAQs and Known Issues

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

Add a Deposit Account (Australia)

This article will help you setup your deposit account to accept your reimbursement
Written by Milan
Updated over a week ago

Add a Deposit Account (United States)

Setting up ACH to receive your direct deposit (United States online at this time)
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 yesterday

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 Katie Oswalt
Updated over a week ago