Submit receipts that are complete. Get guidance on what to look for when approving expenses. Concierge can even help you reimburse employees instantly. 

The more you interact with Concierge, the better Expensify gets at understanding your goals. In other words, the less you like expense reports, the more you'll like Concierge. 

Setup Basics

You can find Concierge on your Inbox tasks, guiding you through account configuration basics such as: 

Managing Tasks

If something requires your review, Concierge will reach out directly or bring outstanding tasks to your attention by placing them in your Inbox. Otherwise, Concierge will automates most of the tedious workload. Here are just a few ways:

  • Submitting Receipts: When configured, you can count on Concierge to know exactly who, when, and how to submit your receipts.
  • Ensuring Accuracy: To prevent fraud, altered receipts are noted in audit and duplicate receipt forwards are automatically disregarded.  
  • Reviewing Expenses: If you're reviewing expenses that require additional approval, Concierge will guide you through each step. No guesswork involved. 

Getting Answers

For help with Expensify basics, reach out to Concierge. Try asking questions such as: 

Continuing an ongoing conversation or starting a new question– Concierge is always just a click away. On the web app, just look for the speech bubble on the bottom right corner of the page. 

Already in an email conversation with Concierge? Just respond in the same message thread to pick up where you left off. 

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