Getting Started
Expensify Classic - Help & Resources
Questions? Find the answers by clicking a Category or using the search bar located in the left-hand menu.
Getting Started
From setting up your account to ensuring you get the most out of Expensify’s suite of features, click here to get started on streamlining your expense management journey.
Settings
Discover how to personalize your profile, add secondary logins, and grant delegated access to employees with our comprehensive guide on Account Settings.
Bank Accounts & Credit Cards
Find out how to connect Expensify to your financial institutions, track credit card transactions, and best practices for reconciling company cards.
Expensify Billing
Review Expensify's subscription options, plan types, and payment methods.
Reports
Set approval workflows and use Expensify’s automated report features.
Expensify Card
Explore how the Expensify Card combines convenience and security to enhance everyday business transactions. Discover how to apply for, oversee, and maximize your card perks here.
Expensify Partner Program
Discover how to get the most out of Expensify as an ExpensifyApproved! accountant partner. Learn how to set up your clients, receive CPE credits, and take advantage of your partner discount.
Expenses
Learn more about expense tracking and submission.
Insights & Custom Reporting
From exporting reports to creating custom templates, here is where you can learn more about Expensify's versatile export options.
Integrations
Enhance Expensify’s capabilities by integrating it with your accounting or HR software. Here is where you can learn more about creating a synchronized financial management ecosystem.
Copilots & Delegates
Assign Copilots and delegate report approvals.
Send Payments
Uncover step-by-step guidance on sending direct reimbursements to employees, paying an invoice to a vendor, and utilizing third-party payment options.
Workspaces
Configure rules, settings, and limits for your company’s spending.
Domains
Claim and verify your company’s domain to access additional management and security features.
