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 1: Choose Your Policy Type

  • Team policies are best for small companies with basic expense reporting needs.
  • Corporate policies are full featured for companies of all sizes and levels of sophistication. 
  • Visit our pricing page to learn more about what each policy type offers.


Step 2: Set Basic Company Rules

  • Create an expense policy to set basic company rules such as output currency, mileage reimbursement rate, max expense age & amount, etc.
  • The amount of rules you will be able to set will depend on whether you are using a Team or Corporate policy.

Step 3: Seamless Integrations

  • Integrate directly with accounting packages like QuickBooksXero, NetSuite, and more.
  • Our flexible integrations engine allows you to integrate with any accounting, CRM, HR, and ERP systems you may be using

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 5 (Optional): Add Company Reimbursement Account

  • Reimburse employee expense reports directly through Expensify.
  • Add the company bank account from which to withdraw funds for ACH Direct Deposit reimbursement.
  • Add the company PayPal account from which to withdraw funds for PayPal reimbursement.

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:

Step 7 (Optional): Enable Domain Control

  • Domain control (available with Corporate policies only) allows companies to exert greater control over users within Expensify through strict rule enforcement, permission groups, and central commercial card import.

Step 8: Onboard and Train Employees

  • Add all employees to the People section of the policy when ready to implement Expensify.
  • For a list of employee training resources, visit our employee onboarding page.

Step 9: Company Setup Videos

  • Don’t like to read? Watch our company setup videos instead!
  • Visit our training page to view all Expensify training videos.
  • Visit our workshops page to see a full Expensify overview.

Still need help?

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