Setup for Submitters

Videos and getting started guides.

+7
18 articles in this collection
Written by Katie Oswalt, Ben Lee, and Nicole Mendonca and 7 others
Advanced Configuration for Submitters

Email Preferences

Change your email preferences for the notifications and Expensify materials you receive.
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
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

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 Michelle
Updated this week

Change Password

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

Importing Credit Cards/Bank Transactions Directly

How to directly connect your personal credit card/bank transactions in Account Settings using bank login details
Written by Justin Rintala
Updated over a week ago

Importing Bank/Card Transactions via a CSV/OFX Spreadsheet

In case you need to manually import transactions to your Account Settings, here's how!
Written by Katie Oswalt
Updated over a week ago

Importing Credit Cards - Troubleshooting and FAQ

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

Copilot - Delegated Access

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