New Expensify - Help & Resources

Chat

Enhance your financial experience using Expensify's chat feature, offering quick and secure communication for personalized support and payment transfers.

Account 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

Find out how to connect Expensify to your financial institutions, track credit card transactions, and best practices for reconciling company cards.

Billing & Plan Types

Here is where you can review Expensify's billing and subscription options, plan types, and payment methods.

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.

Get Paid Back

Whether you submit an expense report or an invoice, find out here how to ensure a smooth and timely payback process every time.

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.

Workspace & Domain Settings

Discover how to set up and manage your workspace, define user permissions, and implement domain-level rules.