Adding a Company Bank Account in Expensify
The steps to set up a new bank account in Expensify for processing approved employee reimbursements. Log in to Expensify Use the left navigation pane to go to Settings (gear…
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Adding your Billing Info to Pay your QuickBooks Subscription
Here are the steps to add your company credit card payment information to pay for your monthly or annual subscription fees. Find the Billing Settings Log in to QuickBooks Online;…
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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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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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Getting Started as a New Expensify User
Expensify is a tool for managing expense reports. Your company has invited you to use their Expensify policy to manage expense reimbursements and/or company credit card purchases. You can use…
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