Coming from Expensify Classic for Submitters and Approvers
Coming from Expensify Classic for Submitters and Approvers
If you previously used Expensify Classic, many of the workflows you already know — including expenses, reports, approvals, and reimbursements — still work similarly in New Expensify. New Expensify reorganizes these workflows into a more unified experience to make collaboration easier and help you complete familiar tasks more efficiently.
This guide explains where familiar features and workflows now live so you can get comfortable navigating New Expensify more confidently.
If you’d like a guided walkthrough of the New Expensify experience, explore the interactive product tours:
- Launch the New Expensify interactive tour for web
- Launch the New Expensify interactive tour for mobile
You can find additional training resources in How to Access Expensify Training.
How familiar workflows work in New Expensify
Many core Expensify concepts stay the same in New Expensify, but the navigation and organization are more centralized. New Expensify keeps related activity together so you can take action without switching between multiple workflows.
| In Expensify Classic | In New Expensify | What changed |
|---|---|---|
| Reports tab and Expenses tab | Spend tab | Expenses, reports, reimbursements, and card activity now appear together on the Spend tab. Use views and filters to switch between different workflows while keeping related activity in one place. |
| Inbox task list | For you section on the Home tab | Items that need your attention are surfaced automatically on the Home tab. The For you section highlights reports that need your attention, including reports to submit, approve, or pay. |
| System alerts and operational issues | Time sensitive section on the Home tab | Important issues like failed reimbursements and broken bank connections are highlighted directly in the Time sensitive section so they are easier to find and resolve quickly. |
| Manual navigation and menu hunting | Concierge-assisted workflows | Instead of remembering where features live, you can ask Concierge questions, get guidance, or have Concierge help complete actions for you directly inside Expensify. |
How to complete familiar Expensify Classic tasks in New Expensify
Use the examples below to understand where common Expensify Classic workflows now happen in New Expensify.
| I want to… | In New Expensify | You can also… |
|---|---|---|
| Create an expense | Tap the green Receipt button to create an expense by scanning, uploading, or entering receipt details manually. | Ask Concierge to help create, edit, or categorize expenses for you. Learn what actions Concierge can take on expenses. |
| Submit my report | Open the Spend tab and apply the Drafts filter to review reports that are ready to submit. Select Submit next to the report to send it through your Workspace approval workflow. |
Ask Concierge to submit reports for you. Learn what actions Concierge can take on reports. |
| Approve reports | Open the Spend tab and apply the Needs approval filter to review reports awaiting approval. Select Approve next to the report to send it to the next step in your Workspace approval workflow. |
Review approval requests directly from highlighted tasks on the Home tab. |
| View expenses and reports | Open the Spend tab and switch between the Expenses and Reports views to review expenses and reports in one place. Apply filters like from:me to focus on your own expenses and reports. |
Apply advanced filters, create saved searches, and use custom reporting views. Learn how to use advanced search operators to filter and analyze expenses. |
| Split an expense | Within the expense, select the three dots (⋮) and choose Split expense. | Split expenses evenly, by percentage, or by custom amounts. Learn how to split expenses. |
| Chat with Concierge | Select the Concierge icon in the upper-right corner | Ask questions directly inside expenses, reports, or chats while you work. Learn more about the Concierge support agent. |
How common workflows become easier in New Expensify
New Expensify introduces several workflow and collaboration improvements while still supporting the core expense management workflows familiar to Expensify Classic members.
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Connected conversations and expenses — Discussions, approvals, receipts, and expense activity stay together in the same workflow so you can resolve questions and complete tasks without switching between tools or email threads.
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Fewer navigation steps — Related actions are grouped together across the Home and Spend tabs so common tasks are easier to find and complete.
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Concierge-assisted workflows — Instead of manually searching for settings or workflows, Concierge can answer questions, guide you to the correct feature, and help complete actions directly inside Expensify. Learn what Concierge can do.
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Consistent web and mobile navigation — Web and mobile use the same core navigation structure, making it easier to switch between devices without learning separate workflows. Learn how to navigate New Expensify on web and mobile.
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More powerful search and reporting tools — Use advanced search operators, saved searches, pre-built reports, and Insights dashboards to analyze expenses and financial activity more efficiently. Learn more about how to use Insights.
FAQ
What new features can I use in New Expensify?
New Expensify includes several collaboration and workflow tools that were not available in Expensify Classic.
For example, you can:
- Chat directly inside expenses and reports
- Tag coworkers or approvers in conversations
- Attach supporting documents directly to expenses
- Assign and track tasks within workflows
- Use Concierge to help answer questions and complete actions
- Follow guided actions surfaced throughout the app
These features help keep conversations, approvals, and expense activity together in one place.
How do I know what to do next in New Expensify?
The Inbox shows a quick overview of what needs your attention. You’ll see 🟢 on actions to take, and 🔴 on errors to review.
The Home tab also highlights important tasks and issues that need your attention through the For you and Time sensitive sections.
Can I use both New Expensify and Expensify Classic?
Yes. You can switch between them unless it has been disabled for your organization. Learn how to switch between New Expensify and Expensify Classic.
Will my data carry over when I switch to New Expensify?
Yes. Expenses, reports, Workspace settings, and integrations are shared across both experiences. Switching to New Expensify does not remove or reset your data.
Do I still use reports in New Expensify?
Yes. Reports still organize expenses for workflows like approvals, reimbursement, and tracking. In New Expensify, reports and expenses are managed together through the Spend tab.
Where are my old reports in New Expensify?
Historical reports created in Expensify Classic are available in the Spend tab. The organization looks different, but your existing data and workflows remain available.
Do I have to use New Expensify?
Your domain admin may require it. If your account still supports both experiences, you can continue using Expensify Classic, although new features and workflow improvements are focused on New Expensify.
