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): 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 7: 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 8: 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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