Setting a Default Workspace in Expensify
All reports in Expensify belong to a Workspace. Expenses on a report are coded with categories and tags from that specific workspace. It’s a best practice to set a default workspace for…
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Merge Two Accounts in Expensify
If you have two Expensify usernames and want to combine them into one, you can merge them. Merging accounts combines all receipts, expenses, expense reports, invoices, bills, imported cards, secondary logins,…
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Connect and Assign Company Cards in Expensify
Domain control of company cards in Expensify allows you to connect to your credit card’s bank feed and assign each card’s activity to a user. Connect Credit Card Account Log…
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How to Claim your Domain in Expensify
To manage company credit cards in Expensify, a Policy Admin with an email address on your company’s domain should follow these 3 steps. Request Access Navigate to Settings > Domain…
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Reconcile Liability & Clearing Accts in Expensify
If your organization uses Expensify cards, then you may benefit from this guide! Activity Workflow Here is the workflow of activity on the Expensify card: Using Expensify’s Settlement Detail Screen…
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