Using Expensify Day-to-Day

SmartScan, the Inbox, report creation and editing, and more.

22 articles in this collection
Written by Sheena Trepanier, Jason Li, Ted Peeters and 8 others

Expenses Page Filters & Analytics

Expense page analytics by Categories, Tags and Cards

Written by Ted Peeters
Updated over a week ago

eReceipts

Full digital replacements from credit card/bank imported transactions (US cards/banks only)

Written by Katie Oswalt
Updated over a week ago

Attendee Tracking

Use Attendee Tracking to share expenses with internal colleagues or external guests and to document attendees for group spend.

Written by Stephanie Elliott
Updated over a week ago

Trips

Forward in your travel receipt, and we'll keep track of any changes!

Written by Sonia Liapounova
Updated over a week ago

Feature requests

Got an Idea for Expensify? We want to hear it!

Written by Sheena Trepanier
Updated over a week ago

Contact Us!

Need to get in touch with Expensify? Here's how!

Written by Keagan
Updated over a week ago

Using Expensify Internationally

We currently support millions of customers across the globe in 169 countries. Here's how!

Written by Katie Oswalt
Updated over a week ago

Violations and Notes

Any little red or yellow flags on a report? Here's how to diagnose 'em!

Written by Katie Oswalt
Updated over a week ago

The Inbox

Inbox and our lovely Concierge will guide you through setup, then act as your to-do list!

Written by Kirk Barrett
Updated over a week ago

SmartScan 101

SmartScan receipts with Expensify and let the magic begin!

Written by Kirk Barrett
Updated over a week ago

Duplicate Detection

If you're getting a message about duplicates, here's how to resolve them!

Written by Ted Peeters
Updated over a week ago

Trouble Receiving Expensify Emails

Troubleshooting why you or your employees aren't receiving expected emails from us

Written by Katie Oswalt
Updated over a week ago

Meet Concierge

Concierge is your Expensify assistant, helping you take care of everything from reviewing reports to submitting receipts time.

Written by Sylvea Wong
Updated over a week ago

Using Expensify as an Expense Submitter

Creating, Editing, and Deleting Expenses

SmartScan, create manually, edit, merge, delete, split--all things expenses!

Written by Sheena Trepanier
Updated over a week ago

Report Actions: Create, Submit, and Close

How to create and submit reports, and how to use Guided Review to help you fix any violations or notes.

Written by Lauren Reid
Updated over a week ago

Report Actions: Edit, Delete, Reopen, or Retract

Step-by-step directions for mobile and web

Written by Katie Oswalt
Updated over a week ago

Receipts

How to SmartScan, email, or upload your receipts, and understand the difference between expenses, receipts, and documents.

Written by Sonia Liapounova
Updated over a week ago

Custom Unit Tracking

How to configure and create custom unit expenses

Written by Brigid Bello
Updated over a week ago

Using Expensify as an Approver or Reimburser

Report History and Comments

How to check the full audit trail with Report History and Report Comments

Written by Jason Li
Updated over a week ago

Report Actions: Approving, Rejecting and Editing

Guided Review will help you manage reports in your Inbox needing action!

Written by Katie Oswalt
Updated over a week ago

Report Actions: Reimbursing a Report

Reimbursing reports via ACH (US only) and manually marking reports as reimbursed

Written by Katie Oswalt
Updated over a week ago

Report Actions: Saving and Exporting

Saving your expenses/reports to a PDF and exporting data.

Written by Katie Oswalt
Updated over a week ago