New Expensify features an intuitive, cross-platform navigation experience that makes it easy to access key tools like Inbox, Reports, Workspaces, and Account settings. This article outlines how to navigate New Expensify on both desktop and mobile.

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Left-hand bar (LHB) Navigation

The vertical left-hand bar is the primary navigation hub in your account. It includes:

• The Expensify logo, which acts as a Home button and takes you to your Inbox
• Top-level tabs:
  • Inbox
  • Reports
  • Workspaces
  • Account
• The Global Create button for quick access to actions like creating reports, expenses, invoices, and chats

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Inbox

The Inbox is your New Expensify homepage. It shows:

• Smart reminders to submit, approve, or reconcile expenses
• Real-time updates on recent actions, flagged reports, or incomplete tasks
• The list of chats you’ve started with other employees in your organization

Inbox items are dynamic and personalized based on your role and activity. Clicking an item opens the relevant screen or starts a suggested action.

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Reports Tab

The Reports tab consolidates all filtering and reporting tools:

• A Workspace filter is located inside the Filters menu
  • You can select a single workspace to refine the report list
  • Filters and queries update automatically to match your selections

Note: This Workspace filter replaces the older workspace switcher.

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Workspaces Page

The Workspaces tab helps you manage everything related to your company or personal workspaces. Whether you’re creating a new workspace, editing an existing one, or managing features like billing and card connections, this section is your main hub.

From the Workspaces tab, you can:

• Create a new workspace – Start a new personal or company workspace using the New workspace button.
• Access workspace settings – Click on a workspace to manage its name, default currency, and icon.
• Manage members – Invite or remove members, set roles, and transfer billing ownership under the People section.
• Enable features – Turn on or off modules like Company Cards, Workflows, Tags, Distance tracking, and more via the More features menu.
• Set up accounting connections – Integrate tools like QuickBooks or NetSuite under Accounting.
• Edit categories and tags – Create or disable expense categories and tags to organize expenses.
• Track billing and subscription – Navigate to the Subscription section to choose a plan, view billing history, or cancel your subscription.
• Access domains (if applicable) – Allow centralized control over company-wide settings like SAML, domain groups, and company card feeds.

Tip: All workspace-specific settings live under this tab, while account specific settings live under the Account tab.

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Account Settings

The Account tab includes all personal and account-level settings. Here’s what you’ll find:

• Profile – Update your display name, time zone, and profile picture.
• Wallet – Add or manage personal payment methods (e.g., cards or bank accounts).
• Preferences – Choose your default payment currency, language, and notification preferences.
• Security – Set up two-factor authentication and manage device access.
• Help – Access Expensify Help docs and reach out to Concierge.
• Switch to Expensify Classic – Return to the classic layout if needed.
• About – View app version details and system information.
• Troubleshoot – Access logs and run basic diagnostics to help resolve technical issues.
• Save the world – Donate to the Expensify.org fund and support social impact campaigns.
• Sign out – Log out of your Expensify account.

Tip: In your web account, you can hover over your profile icon to switch accounts via Copilot access.

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FAQ

What does the Expensify logo do in the left-hand bar?

Clicking the logo takes you to your Inbox, which serves as the homepage of New Expensify. It’s where you’ll find action items, system suggestions, and task reminders.

Where can I filter reports by workspace?

Use the Workspace filter inside the Filters menu under the Reports tab to narrow down results by workspace.

Is navigation the same on desktop and mobile?

Yes. New Expensify offers a consistent experience across web and mobile, using the same tab layout and filtering tools.