Setup for Submitters

Videos and getting started guides.

Katie Oswalt avatar Ben Lee avatar Nicole Mendonca avatar +5
14 articles in this collection
Written by Katie Oswalt, Ben Lee, and Nicole Mendonca and 5 others
Advanced Configuration for Submitters

Email Preferences

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

Personalizing your Account

Add a first and last name (surname) to your account, as well as a personalized avatar
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago

Personal Scheduled Submit

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

Change Password

Changing or resetting your password
Corinne avatar
Written by Corinne
Updated over a week ago

Add a Deposit Account (Australia)

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

Copilot - Delegated Access

A Copilot is another user who has delegated access to your account. No need to hand over login credentials!
Lauren Schurr avatar
Written by Lauren Schurr
Updated today

Add a Vacation Delegate

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

Expense Rules

Create rules for recurring expenses.
Jason Li avatar
Written by Jason Li
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)
Katie Oswalt avatar
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.
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago