Setup for Submitters

Are you an employee submitting expenses? This section is for you.

Ben Lee avatar Nicole Mendonca avatar Katie Oswalt avatar +5
14 articles in this collection
Written by Ben Lee, Nicole Mendonca, Katie Oswalt 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

Scheduled Submit (Individual policy level)

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
Kirk Barrett avatar
Written by Kirk Barrett
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.
Ariel Green avatar
Written by Ariel Green
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

How to delete your account from your account settings
Katie Oswalt avatar
Written by Katie Oswalt
Updated over a week ago