Expensify Chat is the ideal way to collaborate on expenses or payment requests by communicating in real time with your accountant, clients, employees, friends, and family.
With Expensify Chat, you can start a conversation about that missing receipt your employee forgot to submit or chat about splitting that electric bill with your roommates. Through eChat, you can even request money from your friends!
After downloading the app, log into your new.expensify.com account (you’ll use the same username and password for your standard Expensify account). From there, you can customize your profile and start chatting immediately.
Select New Chat to chat one-on-one or New Group to start a group chat.
In addition to 1:1 and group chat, members of a Workspace will have access to two additional rooms; the #announce and #admins rooms. All workspace members are added to the #announce room by default. The #announce room lets you share important company announcements and have conversations between workspace members.
Workspace admins will have access to the #admins room. Use the #admins room to collaborate between admins and your dedicated Expensify Guide!
Creating a Group chat with multiple people is easy. Start by clicking the green chat + button and select New Group. Search for the people you want to invite and check the circle to the far right. Once you’ve selected everyone, click the Create Group button at the bottom of your screen.
Adding people to an existing group chat isn’t possible right now, so you’ll need to make a new group chat with the latest additions.
After creating your workspace, you’ll have a dedicated Expensify specialist who will help you onboard and answer your questions. You can chat with them directly in the #admins room or request a call to talk to them over the phone.
You sure can! Click on the chat you want to keep at the top of the list, and then click the small pin icon. From now on, your chat will stay pinned to the top of the chat list. If you want to unpin a chat, just click the pin icon again.
The way your chats display in the left-hand menu is customizable, and we offer two different options; Most Recent mode and #focus mode.
You can find your display mode by clicking on your User Icon > Preferences > Priority Mode.
If the person you want to chat with doesn’t appear in your contact list, simply type their email or phone number to invite them to chat! They will receive an email with instructions and can reply directly to it to start chatting with you.
All they have to do is click the link, and a new.expensify.com account will be set up automatically for them (if they don’t have one already), and they can start chatting immediately!
Concierge is here to answer all your questions.