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Using Expensify Day-to-Day
Using Expensify Day-to-Day
SmartScan, the Inbox, report creation and editing, and more.
+8
22 articles in this collection
Written by
Ted Peeters,
Katie Oswalt,
and
Stephanie Elliott
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
Contact Us!
Need to get in touch with Expensify? Here's how!
Written by
Keagan
Updated over a week ago
Expense Merge Troubleshooting
The ultimate guide to understanding why a SmartScanned receipt and card expense didn't automatically merge
Written by
Katie Oswalt
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 this week
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
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
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
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 email in receipts, upload your receipts, manage Trips, and all about eReceipts.
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