Use Expensify for all Your Company’s Expense Reporting Needs
This page is a broad overview of recommended steps to get your company setup within Expensify. For employees and individuals, please visit our Getting Started page.
Step 4: Set Approval Workflow
- Decide who will be in your policy and which users will be policy administrators.
- Approval workflow can be set to have as many levels as needed.
Step 6 (Optional): Automate Everything!
Expensify offers a number of features that automate previously manual steps of the expense report lifecycle. Each are designed to make your expense reporting lives easier and any can be enabled or disabled at any time as you get more comfortable with how they work.
Here are some of our favorites: