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Advice and answers from the Expensify Team

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Using Expensify Day-to-Day

Using Expensify Day-to-Day

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

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14 articles in this collection
Written by Jessie Svet, Katie Oswalt, and Sylvea Wong and 3 others

SmartScan 101

Use SmartScan and forward receipts to receipts@expensify.com for the magic to begin.
Written by Jessie Svet
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 Jessie Svet
Updated this week

Duplicate Detection

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

Feedback or Feature Suggestions

Have something you want to tell us? We're listening!
Written by Katie Oswalt
Updated this week
Using Expensify as an Expense Submitter

Creating, Editing, and Deleting Expenses

SmartScan, create manually, edit, merge, delete, split--all things expenses!
Written by Ben Lee
Updated this week

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 Sonia Liapounova
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 this week

Receipts

How to email in receipts, upload your receipts, manage Trips, and all about eReceipts.
Written by Sonia Liapounova
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 Aaron Plaat
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 yesterday

Report Actions: Saving and Exporting

Saving your expenses/reports to a PDF and exporting data.
Written by Katie Oswalt
Updated over a week ago