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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 Plan

  • The Team plan is best for companies that use QuickBooks and for companies with basic expense reporting needs.
  • The Corporate plan is best for companies that use enterprise level accounting/payroll packages and for companies with advanced expense reporting needs.

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.
  • It is here that you will decide whether to allow employees to use eReceipts and whether the company will pay for employee SmartScans.

Step 3: Integrate with Accounting

  • If using QuickBooks, create the QuickBooks connection, and enable the desired expense accounts, customers/jobs, and classes.
  • Otherwise, import a spreadsheet of categories and tags along with associated accounting codes. Then, set up the desired export format.

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.
  • Note: many companies start with a smaller trial group. Expensify is free on every plan for up to 2 users per month. Only add all employees when ready to implement company-wide.

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 (Corporate plan 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




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 sign up for our next live training workshop.