Advice and answers from the Expensify Team

Setup for Submitters

Videos and getting started guides.

13 articles in this collection
Written by Katie Oswalt , Steve I and Karisa Caudill
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

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 Steve I
Updated over a week ago

Importing Cards/Bank Account - Troubleshooting and FAQ

Having trouble with your connection or uploading your CSV? Read me!
Written by Karisa Caudill
Updated over a week ago

Add a Deposit Account

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

Add a Wingman

A Wingman can be delegated to help with 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 Steve I
Updated over a week ago