Submit an Expense Report in Expensify via the Mobile App

Introduction

When you use personal funds for business expenses, submit them for reimbursement using Expensify.

• If you frequently use a personal credit card for business expenses, you can connect your card(s) to Expensify to import purchase details: bank description (usually the merchant name), date, and amount.
• You are responsible for linking your bank account to Expensify to receive reimbursement.
• If you do not connect your personal card, you can add individual charges one at a time to an expense report for reimbursement

If you are a company credit card holder, it is your responsibility to report to the company on the purchases you make with that card.

• Once the card is linked, Expensify will automatically pull in your credit card charges as they post to your account. 
• Your company credit card will be linked to your Expensify account for you. This will be done once you begin making purchases with it.  
• Do not connect your company card yourself, or you will cause duplicate downloads.
• Once the card is linked, Expensify will automatically pull in your credit card charges as they post to your account.

Both reimbursable and non-reimbursable business expenses are grouped together on reports. It is your responsibility to categorize your expenses, add notes, attach receipts, and submit your reports. Some delegate this task to a co-pilot.

Capture Receipts

1. Sign in to the Expensify iOS / Android app on your mobile device
2. Capture the receipt via your phone camera or email

Add Details

1. Navigate to the Expenses screen (Menu > Expenses) and click on the receipt
2. Expensify will smart scan the receipt to add the date, merchant name, and amount
3. You add the category, description, and any other details

Submit Report

1. Navigate to the Report screen (Menu > Reports) and click on the open report with your receipts
2. Click the blue button to add more expenses
3. Click the green button to submit the report