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Concierge

Here's the list of reports and chats that need your attention.

Here's the list of reports and chats that need your attention.

Direct messages

Concierge
👋 Hey there, I'm Concierge! If you have any questions about Expensify, you can always chat with me here 24-7 for fast and reliable support. I'm happy to help!

Concierge

Hi there! Do you have a work email address? Your work email helps me connect you with teammates and set up your account.

Concierge

Automate invoices and collect payments! Send invoices to your customers, receive payments, and track the status of your invoices with Expensify. Invoicing is included with your current Expensify subscription, no matter what plan you’re on.

Concierge

Expensify now supports Bills! You can now track, approve, and pay bills directly in Expensify! Just add your company email address to your account so suppliers can send bills to [email protected] and SmartScan will take care of the rest.

Concierge

Ready to SmartScan your first receipt?

Concierge

Upload a receipt, or drag & drop.

Concierge

[email protected] doesn't quite roll off the tongue... is there something else you go by?

Concierge

The more the merrier - invite others to Expensify!

Concierge

Don't just get paid back. Pay it forward. Opt in to Personal Karma and automatically donate $1 to Expensify.org for every $500 you spend each month. Every donation is used to eliminate injustice around the world.

Concierge

Email receipts to [email protected]. SmartScan will pull in the receipt details and store everything in Expensify.

Domains

Your account is under Domain Control.

Policies

Pick a policy that’s right for you, no credit card needed.

Expense policies allow you to create rules that meet the unique needs of your organization. Add employees, manage categories, enable tax reporting and more! Once you’re done, transfer your company’s expense data into your accounting software using our simple, but powerful export options. Learn more...

<% if (!isInvoiceOrBill) { %>

<% } %>

<% if (isInvoiceOrBill) { %> Which account should we use for this bill? <% } else { %> Which account should we draw from? <% } %>

Details:

Report Total
Estimated Delivery Learn more about ACH processing.
Heads up: hasn't set up their ACH account yet, but we'll reimburse this when they do.
Individual Report ACH Limit

By clicking Accept Terms, I accept the terms and conditions.

<% if( hasAccess ) { %> <% } %>

Account Name	<%- addressName %>
Account Number	<%- accountNumber %>
Routing Number	<%- routingNumber %>

Upload transactions directly from your bank

Supported file types: CSV, XLS, OFX, QFX

File Settings

Default Layout
Mapping Name
Card Display Name
Date Format
Currency
Offset From Top

Select column-expense attribute mappings for this file

An attribute-value mapping is missing. Please assign a column to each of the three attributes: merchant, date, and amount.

Output Preview rows)

Date	Merchant	Amount	Category	Tag

Transactions are Reimbursable

Flip Amount Sign

Email or Phone

Policy:

Role:

Employees can submit reports as well as approve any reports submitted to them on this policy.

Submits to:

Approves to:

Add a personal message (optional):

Invite

Privacy

Are you sure you want to reset the domain <%= domainName %>? By resetting this domain, the following will be PERMANENTLY DELETED:

Company card connections and any unreported user expenses from those cards

SAML settings

Group settings

All accounts, policies, reports, expenses and other data will remain.Note: This domain will remain visible as long as you own a login associated with the domain. To remove visibility of it from the Domains page, visit your Secondary Logins settings to remove the linked email.

Please type the full name of this domain (<%= domainName %>) below to confirm:

You will need to verify ownership of this domain before you can continue. You may need to consult your organization's IT department to complete the verification.

Heads up!
For the protection of existing users on your domain, we will send an email to all Expensify users on the domain to let them know that their account is going to be under domain control immediately after verification completes.

You'll need to edit the DNS records for <%- domainName %>.If you use the DNS service provided by your registrar, they will likely have a help page to describe the process. If they don't you can use the pages from GoDaddy or Namecheap for a reference.

Log into or access your DNS service provider.

This might be your Domain Name Registrar like NameCheap or GoDaddy, or a dedicated DNS service provider like DNSMadeEasy or Amazon Route53, or it could be internally managed by your company's IT department.

Go to the page to edit the DNS records for <%- domainName %>.

This tool might be called something similar to DNS Management or Zone File Editor.

Add a new TXT record, setting the following code as the value:
<%- validationCode %>

Save your changes.

Click the "Verify" button to confirm ownership of the domain.

The TXT DNS record may be removed once you have verified ownership of the domain.

Would you like to create an Expensify account and start your free trial using <%= email %>?

Privacy

We've sent a validation email to <%- email %>. Please check your inbox and follow the instructions in the email to reset your password. After that, you can sign up for invoicing either on this page or from the 'Billing' section of your settings.

Please enter your Expensify account password to sign into <%= email %>

Password:

Is my data safe?

PCI-DSS compliant
Bank-grade encryption
Redundant infrastructure

TRUSTe Privacy Certification

More details about our security

<%= message %>

<% if ( showCancel ){ %><% } %> <% if ( showYes ){ %><% } %> <% if ( showNo ){ %>

<% } %>

Guidelines

Select a spreadsheet file to import (supported formats are .csv, .txt, .xls, and .xlsx)
You'll see a preview of the first few rows of your spreadsheet
You must choose ONE column that corresponds to Email
You'll then be prompted to share a policy and configure additional settings

Guidelines

Select a spreadsheet file to import (supported formats are .csv, .txt, .xls, and .xlsx)
You'll see a preview of the first few rows of your spreadsheet
You must choose ONE column that corresponds to a category Name
All categories will then be merged into the policy
Any Auto categorization and MCC code mappings for disabled categories will be cleared

Guidelines

Select a spreadsheet file to import (supported formats are .csv, .txt, .xls, and .xlsx)
You'll see a preview of the first few rows of your spreadsheet
Please choose one column that corresponds to the Tag names, and assign it as 'Name' from the drop-down menu. This column is required.
If a GL Code is applicable, please select 'GL Code' for that column. Otherwise, GL codes will be left blank.
All tags will then be merged into the policy

Guidelines

Select a spreadsheet file to import (supported formats are .csv and .txt)
You'll see a preview of the first few rows of your spreadsheet
You must choose ONE column that corresponds to a Rate destination
You must choose ONE column that corresponds to a Rate subrate
You must choose ONE column that corresponds to a Rate currency
You must choose ONE column that corresponds to a Rate amount
All rates will then be merged into the policy

<%= title %>

<%= spinner %>

Permission group name

Default group

New members will be added to this group

Group Permissions

Strictly enforce expense policy rules

Every rule and regulation on the policy must be met before a report can be submitted. Caution! This will prevent members from submitting any reports where a manager has granted them a manual exception for any of the policy rules.

Restrict primary login selection

Prevent members from switching their account email address away from their company email address and leaving these restrictions

Restrict expense policy creation/removal

Prevent members from being able to create an expense policy or remove themselves from an expense policy. This is useful for preventing people from using Expensify to submit reports for use outside your domain when combined with strict policy enforcement.

Preferred Policy

All new reports and expenses will be created on the Preferred Policy below. Policy members will still be able to switch their reports between policies if needed.

Set Preferred Policy to:

Expensify Card Preferred Policy

All Expensify Card transactions will be created on the Expensify Card Preferred Policy instead of the Preferred Policy. Enabling this feature will override the Preferred Policy setting for Expensify Card transactions only.

Select/Deselect All

1 of 16

Merchant

Date
Total
Reimbursable
Billable

Category
Attendees
Tag
Description
Report

Or reject this expense only. The person who submitted the report will receive an email notification with the comment below.

Merchant
Date
Total
Currency
Reimbursable
Billable
Category
Tag
Description

1. From
2. To

Reimbursement via ABA File

Expensify will generate a Direct Entry (ABA) file that can be uploaded directly to your online banking system for reimbursements.

There was an error when trying to generate your ABA File.

Our engineering team has been notified to fix this issue promptly. Please email concierge@expensify.com if the issue persists.

There was an error when trying to generate your PDF. In the meantime, please print the report instead. Please email concierge@expensify.com if the issue persists. Print Report

Which part of this is the GL Code for the ACK example
Drag the handles to highlight the area you want to use.

⋮

⋮

xxx

What can we help you with?

Our friendly support team is here to help! Send us a message and we'll get back to you within 24 hours.

Privacy

Great, we're here for you! Please write any details or special requests below and an account manager will reach out to you within 24 hours.

Do your expense reports faster with these handy keyboard shortcuts.

?

Opens the keyboard shortcuts dialog

ESC

Close dialogs

Ctrl+Enter

From the comment field, submit a comment on a report.

Shift+P

Takes you to the report's policy when you're on the report page

Shift+→

Go to the next report or expense

Shift+←

Go to the previous report or expense

Shift+R

Reloads the current page

Shift+G

Prompts you for a reportID and takes you to the report page of the report with the given ID

Distance

0

Add Destination

Create Receipt

Privacy

Card
Merchant
Date
Total
Currency
Reimbursable
Billable
Category
Attendees
Tag
Description
Report

<% _.each(statusMessageMap, function(status, reportID) { %>

<%- status.reportName %>
<% if(!_.isArray(status.message)) { status.message = [ status.message ]; } _.each(status.message, function(message, index) { %>

<% if (index === 0) { %> <%- status.type %> <% } else { %> <% } %>

<%- message || '' %>

<% }); %>

<% }); %>

<% _.each(statusMessageMap, function(status, reportID) { %>

<%- status.reportName %>
<% if(!_.isArray( status.message)) { status.message = [status.message]; } _.each(status.message, function(message, index) { %>

<% if (index === 0) { %> <%- status.type %> <% } else { %> <% } %>

<%- message || '' %>

<% }); %> <% if (status.urls && !_.isEmpty(status.urls.reimbursable)) { %>

View reimbursable expenses

<% } %> <% if (status.urls && !_.isEmpty(status.urls.nonReimbursable)) { %>

View non-reimbursable expenses

<% } %>

<% }); %>

<% _.each(statusMessageMap, function(status, reportID) { %> <%- status.reportName %>

<% _.each(status.responseMessages, function(responseMessage) { %> <%- responseMessage.type %><%- responseMessage.message || '' %> <% }); %>

<% }); %>

You export reimbursable expenses as Expense Reports to NetSuite. We've just added a great feature that lets you "sync" Expense Reports that are reimbursed in Expensify with NetSuite. Anytime a report is reimbursed using Expensify ACH, we will mark it as paid in NetSuite. Please make sure that you've enabled "Sync reimbursed reports" and have the correct NetSuite Account selected.

Sync Reimbursed Reports

Map NetSuite <%- data %> to

Expense
Distance
Time
Per Diem
Multiple

Merchant
Date
Total
Reimbursable
Billable

Category
Attendees
Tag
Description
Report

Distance /mile
Date
Amount
Reimbursable
Billable

Category
Tag
Description
Report

Hours at per hour
Date
Amount
Reimbursable
Billable

Category
Tag
Description
Report

Category
Tag
Description
Report

Here is the list of people who can see this report.

Share Report

<%- userDisplayName %>

When the Merchant name contains:
Pro tip: enter a single period character "." to apply this rule to all expenses, regardless of the merchant name!

Apply these changes to the expense:
Merchant

Category
Tag
Description
Reimbursability
Billable
Add to a report named
Create report if necessary
Apply to existing matching expenses
WARNING: This will apply to ALL existing expenses regardless of merchant name, and cannot be undone. Please double-check all fields!
WARNING: This will apply to existing expenses and cannot be undone. Please double-check all fields!

Your expense report is being created. If you have colleagues that are interested in using SmartReports please feel free to add them below. Invite Users

Split your expense from merchant <%- merchant %>. <% if( receipt ){ %>View the receipt

<% } %>

Please note that splitting an expense cannot be undone. More info...

<% if( showTax ){ %><% }; %>

Date	Category	Tag	Amount	Tax

Total

=

You can upgrade one of your policies to <%- corporateWord %> or create a new <%- corporateWord %> Policy:

Please follow this help guide to get your company card expenses imported!

Company Card Upload Feed Settings

Upload Company Card transactions for
Company Card Layout Name
Use Advanced Fields (Not Recommended)
Date Format

Output Preview rows)

Card Number*	Merchant*	Date*	Amount*	Currency*	Orig. Date	Orig. Amount	Orig. Currency	Comment	Category	Tag	Unique ID

Primary Contact and Billing

The Primary Contact is the main point of contact for <%- domainName %> <%= billIntakeAddress ? 'and will receive bills sent to this domain\'s bill pay address ' + billIntakeAddress : '.' %>

Domain Admins

Fix a Company Card

The following cards need your attention:

Imported Cards
Import Card

Manage/Import CSV

Groups

Domain Members

Loading...

SAML Login
>

Allow users to login with SAML. For more information about SAML Single Sign-On, visit our help site.

<% if( !enabled ){ %>

When enabled, users will only be able to sign in using their SAML login. Any user signed in with a different method will be required to re-authenticate using SAML.

<% } %>

<% if( enabled ){ %>

All users must sign in to Expensify using their SAML credentials. Any user signed in with a different method will be required to re-authenticate using SAML.

Required for login

/>

Identity Provider MetaData

Entity ID <%- settings.entityID %>

NameID Format <%- settings.nameFormat %>

Login URL ACS (Assertion Consumer Service) URL <%- settings.urlLogin %>

Logout URL SLO (Single Logout) URL <%- settings.urlLogout %>

Service Provider MetaData <%- settings.metaService %>

<% if (required && hasOktaEnabled) { %>

Okta SCIM Token <% if (scimToken) { %> <%- scimToken %> <% } else { %> <% } %>

<% } %>

<% } %>

<%- merchant %>

Post Date:

<%= posted == originalCreated ? posted : '~~' + originalCreated + '~~ ' + posted %>

Total:

<%= amount == originalAmount ? amount : '~~' + originalAmount + '~~ ' + amount %>

<%- cardType %>:

<%- cardNumber %>

Bank:

<%- bankName %>

Source:

<%- bankURL %>

ETID:

<%- transactionID %>

Auth Code:

<%- externalID %>

MCC:

<%- mcc %>

Invoice Notes and Payment Instructions

<%- name %> data-fieldid="<%= fieldID %>"/>

<%- name %>

<%- name %>

<%- name %>

id="<%- id %>" <%= disabled %>><%= Str.safeEscape(value) %>

<% if (disabled && !isAuditor) { %> Editing is disabled since this title is auto-generated <% } %>

Approval Mode

Bill.com

This integration enables you to reimburse employee expense reports through Bill.com and sync the data to your accounting software. For more information on our Bill.com connection, please visit our help site.

Add a Category

Distance

All you road warriors out there can set your reimbursable mileage rate here.

Time
checked="checked"<% } %>>

Set your hourly billable rate to get paid for all your hard work!

Expense Basics

Let's set some basic guidelines for your policy. Rules apply on a per person basis and broken rules will be flagged as violations.

Violations
Expense Violations

checked="checked"<% } %>>

<%= areExpenseViolationsEnabled ? 'E' : 'When enabled, e' %>mployee expenses that fall outside of policy preferences are flagged as violations.
Max Expense Age (Days) <% if(canUpgrade){ %> <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> <% } %>
Max Expense Amount <% if(canUpgrade){ %> <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> <% } %>
Receipt Required Amount <% if(canUpgrade){ %> <%= nestedTemplate(['Settings', 'PolicyEditor', 'lockedFeatureMessage']) %> <% } %>
Preferences

Re-bill expenses to clients
eReceipts Enabled

checked="checked"<% } %>>

<% if(!isEReceiptCurrencySupported){ %> eReceipts can only be enabled when the policy currency is USD <% } %>

Default Categories

We can automatically detect the merchant type for most credit card expenses imported based on Merchant Category Codes (MCCs). To have your expenses default-categorized, assign one of your categories above to each MCC below.

MCC Editor

Take full control over default-categorization for each MCC by assigning the desired category to each.

Policy Overview

Help

Give your policy a name and use the options on the left to customize your setup.

Billing Owner

<%- policyOwner %>

<% if ( isPersonal) { %>

Connections

Connect to Xero HQ or Concur; click on either to learn more. Note, you cannot make connections to QuickBooks Online for Individual Policies. This section will show QuickBooks Online connections made in your Group policies. Want to connect to Quickbooks Online? Create a new Group policy to get started.

<% if (!UIUtils.Customization.get('hideConcur')) { %>

Our Totally Unauthorized Concur Connection

<% } %>

<% } else { %>

Accounting Integrations

These are the services we integrate with out of the box. Get ready for bidirectional data transfer bliss.

QuickBooks OnlineExclusive QuickBooks Online Offer!

Sync your QuickBooks chart of accounts, customers/projects, classes, and people with Expensify. See our QuickBooks help page for an overview of the various connection options.

Connect to QuickBooks Online
Connected to QuickBooks Online as
Don't connect to QuickBooks Online

Xero Exclusive Xero Offer!

For more information on our Xero connection, please visit our help site.

Connect to Xero
Connected to Xero as
Do not connect to Xero

Practice Management

Here are the services that we integrate with using a custom connection or a CSV export.

STAR

Practice Engine

CCH

Thomson Reuters

<% } %>

Categories

<% if( !canEditCategories ){ %>

Your categories are imported according to your Chart of Accounts in <%= integrationName %>. To update the categories below, please sync your <%= integrationName %> Connection here.

<% } %>

We import your expense-related GL accounts as Expensify Categories. Here you can enable which GL accounts you want visible to your employees.

<% if( employeeCount < 2 ){ %>

<% } %>

Policy Members: <%= employeeCount %>

<% if( isGoogleApps || Policy.getCurrent().zenefitsIntegration.isConnected() || Policy.getCurrent().getGustoIntegration().isConnected() ){ %>

Company Sync

Use the sync buttons below to retrieve your list of employees and add any new people to this list.

<% if( isGoogleApps ){ %> <% } %> <% if( Policy.getCurrent().zenefitsIntegration.isConnected() ){ %> <% } %> <% if (Policy.getCurrent().getGustoIntegration().isConnected()) { %> <% } %>

<% } %>

All
Auditors
Approvers
Policy Admins

Show:

<% if(employeeCount > 1){ %>

<% } %>

Export Formats

Set up shared export formats to quickly export information to your accounting package or payroll system. Export formats created here will be available to any user on this policy.

class="hidden"<% } %>>

Invoices

Expensify's invoicing feature allows you to create and send invoices to anyone, whether or not they have an Expensify account. Invoices can be created from scratch or from existing expense reports.

Payment

Default Mark Up

If you set a default mark up, we will automatically mark up all of the billable expenses on your invoices by this amount. You can override this on each report.

Some of your configurations are only available on the <%- corporateWord %> plan. If you downgrade, the following features will be removed: <% if (_.isEmpty(directIntegrations)) { %>

GL account codes and advanced accounting export

<% } else { %>

Connection to your <%- directIntegrations %> integration

<% } %>

Flagging for expenses that violate your expense policy or category rules

Multiple Approvers

Company card management and reconciliation

Advanced security and control

Are you sure you want to downgrade and remove your configurations? This cannot be undone.

Overview
Expenses
Reports
Connections
Categories
Tags
Tax
People
Reimbursement
Travel
Per Diem
Export Formats
Invoices
Plan

Max Amount:
Receipts:
- Default
- Not Required
- Required
Description:
- Not Required
- Required
Description Hint:

Policy Name

Reimbursement

Reimbursing reports via Direct Deposit? Select a default business bank account and a designated reimburser for reports on this policy.

Account Name	<%- accountName %>
Account Number	<%- accountNumber %>
Routing Number	<%- routingNumber %>

<%= message %>

Preferred Business Bank Account:

Report Basics

<%- Str.shortenText( _.unescape( field.getName(), 50 ) ) %><%= Report.TYPES_HUMAN_READABLE[field.getTarget()] %><%- errors.join(', ') %>

Initial Value: <% if( _( [UserDefinedField.FIELD_TYPE.TEXT, UserDefinedField.FIELD_TYPE.FORMULA] ).contains( field.getType() ) ){ %> <% } else if( field.getType() == UserDefinedField.FIELD_TYPE.DROPDOWN ){ %>

<% if( !field.hasValueList() ){ %>

No options set. Add one using the form below.

<% } else { %> <% _.each( field.getOptions(), function( option ){ %> <% }) %>

>		Name
>	<% if ( field.getOrigin() ){ %> <%= UIUtils.getIntegrationLogo(field.getOrigin(), 'Report Field') %> <% } %>	<%= option.value %>	<% if ( canEdit ){ %> <% } %>

<% } %>

Add Option:

Current date

Report and Invoice Fields

This section displays all expense and invoice report fields.

Each expense report has a few default fields (i.e., To, From, and Amount). Create additional fields if your company requires more information (e.g., purpose of trip, location, or customer name).

The invoice report fields are determined by the primary currency of your policy (listed under Report Currency).

Add New Field

Field Title:
Type:
Report Type:

Default Report Title

Create a report title template using these simple formulas. Here are some commonly used formulas to get you started:

User's Email or Phone: {report:submit:from} Report Start Date: {report:startdate} Policy Name: {report:policyname} Report ID: {report:id} Total: {report:total}

Using the field <%= CONST.REPORT.TITLE_FORMULA %> is not allowed.

Automatic title can't be empty.

<% if (formulaErrors.length) { %>

<%- formulaErrors.join(', ') %>

<% } %>

Add a Tag

Tax
>

<% if (isConnectedToXero) { %>

You can enable or disable Tax in your Xero configuration. Go to Connections > Xero > Configure.

<% } else if (isConnectedToQBO) { %> <% if (isAmericanQBO) { %>

Tax tracking is not available on policies that are connected to the US version of QuickBooks Online. Please contact us if you have any questions.

<% } else { %>

You can enable or disable Tax via the QuickBooks Online connection configuration. Go to Connections > QuickBooks Online > Configure

<% } %> <% } else if (isConnectedToNetSuite) { %> <% if (isTaxEligibleNS) { %> <% if (isNetSuiteMissingTaxGroups) { %>

Sorry, but we could not find any eligible tax groups from your currently connected NetSuite subsidiary. Please enable and configure Tax Groups in NetSuite and sync again. Contact us if you have any questions.

<% } else { %>

You can enable or disable Tax via the NetSuite connection configuration. Go to Connections > NetSuite > Configure

<% } %> <% } else { %>

Tax tracking is not available for your current connected subsidiary's country. Please contact us if you have any questions, or think this is in error.

<% } %> <% } else if (isConnectedToFFA) { %>

You can enable or disable Tax in your FinancialForce configuration. Go to Connections > FinancialForce > Configure.

<% } else { %>

Tax can be complex. Take a look at our help page for more information and please contact us if you need help implementing tax tracking.

<% } %>

<%= option.externalID === defaultExternalID ? 'disabled' : '' %>> /> %

Pro-tip: You can add default tax rates to your policy categories by heading to Categories and clicking the edit rules button!

<% if (!isConnectedTax) { %> <% } %>

		Name	Value	Tax Code

Technical Contact

In the event of any connection issues, Expensify will alert the policy billing owner by email. If you'd prefer to alert an IT administrator instead, please enter their email below.

Technical Contact

Which policy do you want to use for this report?

<%= policyList %>

<%- policyName %> <% if( showPolicyOwner ){ %>
[S] Owner: <%- policyOwner %> <% } %>

<%- teamWord %>

Quick and simple for startups, non-profits, churches, and student groups.

Basic expense approval
Reimburse online
Sync with QuickBooks and Xero

per active user
Annual commitment, billed monthly No commitment, billed monthly

<%- corporateWord %>

Full featured for sophisticated companies, both big and small.

Everything in <%- teamWord %>, plus:
Advanced policy enforcement
Corporate card reconciliation
Multi-stage approval workflow
Sync with NetSuite, Sage Intacct, Dynamics, more

per active user
Annual commitment, billed monthly No commitment, billed monthly

Enterprise

Advanced functionality and customization for large, public companies.

Everything in <%- corporateWord %>, plus:
Custom business logic
Sync with Oracle, SAP, FinancialForce PSA
Full ERP integration (CRM, HR, payroll)
Dedicated Success Coach

Custom

active user/month
1,000 user min.

Contact Us

<%- teamWord %>

Quick and simple for startups, non-profits, churches, and student groups.

Unlimited SmartScans
Basic expense approval
Reimburse online
Sync with QuickBooks and Xero

per active user
Annual commitment, billed monthly No commitment, billed monthly

<%- corporateWord %>

Full featured for sophisticated companies, both big and small.

Everything in <%- teamWord %>, plus:
Advanced policy enforcement
Corporate card reconciliation
Multi-stage approval workflow
Sync with NetSuite, Sage Intacct, Dynamics, more

per active user
Annual commitment, billed monthly No commitment, billed monthly

<%- corporateWord %>

<%- corporateWord %>

/user/month

Expense management for companies that need expense reporting, card management, approvals, and reimbursements.

Everything in <%- teamWord %>, plus:
Advanced policy enforcement
Corporate card reconciliation
Multi-stage approval workflow
Sync with NetSuite, Sage Intacct, Dynamics, more

Please choose a policy on which to submit this report:

<%= current %> of <%= total %> reports

<%= title %>

<%= message %>

<% if( !_.isEmpty( subStatus ) ){ %>

<%= Str.UCFirst( subStatus ) %>

<% } %> <% if( report.isInvoice() ){ %>

<% } %>

<% if( report.isExpenseReport() || report.isPaycheck() ){ %>

<% } %>

<% if( report.isExpenseReport() ){ %>

<% } %> <% if( report.isInvoice() ){ %>

<% } %>

<% if( report.isInvoice() ){ %> <% } %> <% if( report.isExpenseReport() ){ %>

Date

<% } %>

<%= title %>

<%= message %> <% if (showUndoSubmit) { %> <% } %>

Mark up:

%

Mark up is only applied to expenses that are flagged for "Mark Up" Learn more.

<%= doubleCheck.status %>

Receipt Audit: <% _.each(doubleCheck.messages, function (message) { %>

<%= message %>

<% }) %> Violations: <% _(violations).each(function(v){ %> <% if (v.getName() === PolicyViolation.NAMES.AUTOREPORTED_REJECTED_EXPENSE) { %>

<%= v.getGenericMessage() %>

<% } else { %>

<%- v.getUserMessage() %>

<% } %> <% }) %> Notes: <% _(notices).each(function(n){ %>

<%= n.getUserMessage() %> <% if (n.getName() === PolicyViolation.NAMES.RECEIPT_NOT_SMART_SCANNED) { %> <% } %>

<% }) %> <% if (!hideReject) { %> <% } %>

<% if (!hideReject) { %>

<% } %>

Reports

Expensify Code (Optional)

Copilot: Delegated Access

Everyone needs someone to watch their back. With Copilot, other users can access your account and help you submit your monthly expenses.

Warning: Only add people you trust as Copilots. They have full access to your account! Learn more...

Add a Copilot

Email or Phone:

If the merchant contains "<%- merchantToMatch %>" then change:

<%= rules %>

Secondary Logins

WARNING!

You're currently billed at a custom rate linked to hugoperkins@proton.me. If you change your primary email address, you will be billed at our standard rate.

Merge Accounts

Close Account

Can’t find the setting you need? Check out your Individual or Group Policy settings!

Custom Unit Tracking

CSV Export Formats

New Export Format

Time Zone

Contact Preferences

SmartScanning

Manual entry? Forget it! SmartScan analyzes your receipts and automatically creates an expense with the date, merchant, and amount. If you've already imported your credit or bank card into your account, SmartScan will auto-match the receipt with the associated expense, meaning no extra work for you. Learn more...

If enabled, incoming receipts will be SmartScanned on upload.

Rename Card

Original name:

Update Card Status

Reimbursable

Payment Details

Add a Payment Card

Let's make this official – just add a card to get started!

Payment Card

Heads up!

Name On Card

Card Number

Expiration

Balance

Billing History

Your complete monthly billing history charged to this account.

Account Details
Preferences
Expense Rules
Credit Card Import
Payments

August 2023