Expensify FAQ

Common FAQ for Expensify

• What is Expensify?

  Expensify is a software platform that helps with expense management and tracking for individuals and businesses.

• How do I sign up for Expensify?

  You can sign up for a free account on the Expensify website or by downloading the mobile app on your device.

• I'm receiving an error message when trying to log in. What should I do?

  Make sure you are entering the correct username and password. If you have forgotten your password, click on the "Forgot Password?" link on the login page to reset it.

• Can I use Expensify on my mobile device?

  Yes, Expensify has a mobile app available for both iOS and Android devices.

• How do I add expenses on Expensify?

  You can add expenses manually or by importing them from credit card transactions or receipts.

• Is there a limit to the number of expenses I can add?

  No, there is no limit to the number of expenses you can add on Expensify.

• I made a mistake on an expense entry. Can I edit it?

  Yes, you can edit any expense entry by clicking on it and selecting the "Edit" option.

• How do I categorize my expenses on Expensify?

  You can set up categories in the "Settings" section to help organize your expenses.

• Can I set up automatic approval for expenses?

  Yes, you can set up automatic approval rules in the "Settings" section.

• How do I delete an expense?

  Click on the expense entry and select the "Delete" option.

• Will Expensify remind me to submit my reports?

  Yes, Expensify has a feature that sends reminders to submit reports on a schedule that you can set.

• Can I export my expense reports to Excel?

  Yes, you can export your reports in various file formats, including Excel, CSV, and PDF.

• I'm having trouble importing my credit card transactions. What can I do?

  Make sure you have the correct login information for your bank and that your bank is supported by Expensify. If the issue persists, reach out to Expensify customer support for assistance.

• How secure is my personal information on Expensify?

  Expensify takes data security seriously and uses top-level encryption and security protocols to protect your information.

• I accidentally submitted a report with incorrect information. Can I undo it?

  Yes, you can retract a submitted report by going to the "Reports" tab and selecting the "Retract" option next to the report.

• Does Expensify integrate with accounting software?

  Yes, Expensify integrates with popular accounting software such as QuickBooks, Xero, and NetSuite.

• How do I invite team members to use Expensify?

  You can invite team members by going to the "Settings" section and selecting the "Team" tab. From there, you can add team members' email addresses to invite them to join Expensify.

• Are there any tutorials on how to use Expensify?

  Yes, Expensify has a help center with articles and videos on how to use the platform.

• I'm having trouble uploading receipts. How can I fix this?

  Check that your receipts are in a supported file format (JPEG, PNG, PDF). If they are and you are still experiencing issues, try clearing your browser cache and trying again.

• Can I customize the fields on my expense reports?

  Yes, you can customize the fields on your expense reports by going to the "Settings" section and selecting the "Policy" tab.

• How do I integrate my bank account with Expensify to automatically import transactions?

  Go to the "Settings" section and select the "Connections" tab. From there, you can connect your bank account by following the prompts.

• My expense report was rejected. What do I do?

  Check the reason for the rejection, make the necessary changes, and resubmit the report for approval.

• How can I track my expenses in real-time on Expensify?

  You can connect your credit card to Expensify and use the "Real-time Expense Reports" feature to track expenses as they happen.

• I'm not able to upload receipts on the mobile app. What should I do?

  Make sure you have granted the app permission to access your camera and photos in your device's settings. If the issue persists, try deleting and reinstalling the app.

• Can I change the currency used on my expense reports?

  Yes, you can change the currency by going to the "Settings" section and selecting the "Global" tab.

• Is there a fee for using Expensify?

  There is a fee for business accounts, but individual users can use Expensify for free. You can view pricing information on the Expensify website.

• How do I delete my Expensify account?

  You can delete your account by going to the "Settings" section and selecting the "Account" tab. From there, click on the "Delete Account" button and follow the prompts.

• Where can I find customer support for Expensify?

  You can find customer support through the "Help" section on the Expensify website, or by emailing [email protected].