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‎docs/articles/new-expensify/getting-started/Join-your-company's-workspace.md‎

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---
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title: Join your company's workspace
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description: Get started with Expensify by joining your company's workspace
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title: Join Your Company's Workspace
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description: Learn how to join your company's workspace, set up your profile, add expenses, and secure your account in New Expensify.
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keywords: [New Expensify, join workspace, setup profile, add expense, enable two-factor authentication, SmartScan, Concierge]
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---
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<div id="new-expensify" markdown="1">
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Welcome to Expensify! If you received an invitation to join your company’s Expensify workspace, follow the steps below to get started.
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Welcome to Expensify! If you've received an invite to join your company's workspace, this guide walks you through setting up your account and getting started.
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# 1. Access Expensify on your preferred device or browser
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---
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Get started by downloading Expensify mobile or desktop apps and ensure you’re using a supported web browser. Here’s how:
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# Step 1: Access Expensify
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## Download the Expensify Apps:
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Download the Expensify app:
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- **Mobile Devices:** Download the Expensify app for [Android](https://play.google.com/store/apps/details?id=com.expensify.chat) or [iOS](https://apps.apple.com/us/app/expensify-cash/id1530278510).
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- **Desktop Devices:** Download the Expensify app for [macOS](https://new.expensify.com/NewExpensify.dmg).
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- **Mobile:** [Android](https://play.google.com/store/apps/details?id=com.expensify.chat) | [iOS](https://apps.apple.com/us/app/expensify-cash/id1530278510)
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- **Desktop:** [macOS](https://new.expensify.com/NewExpensify.dmg)
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## Use Expensify on the web:
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---
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Expensify is also accessible via the web and supports the following browsers:
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# Step 2: Customize Your Account
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- [Google Chrome](https://www.google.com/chrome/)
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- [Mozilla Firefox](https://www.mozilla.com/firefox)
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- [Microsoft Edge](https://www.microsoft.com/edge)
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- [Apple Safari](https://www.apple.com/safari) (Apple devices only)
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- [Opera](https://www.opera.com/)
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- [Microsoft Internet Explorer](https://www.microsoft.com/ie) (Version 11 only)
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From the left-side menu, go to **Account > Profile** to update:
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- Profile picture
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- Display name
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- Contact methods
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- Status (e.g., out of office)
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- Pronouns
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- Timezone
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- Private details (legal name, DOB, address)
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{% include info.html %}
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Note: Microsoft no longer provides support or security updates for Internet Explorer versions below 11. To avoid accessibility and security issues, we recommend updating your IE version or switching to a different browser.
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{% include end-info.html %}
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---
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By using a compatible device or browser, you’ll ensure the best experience with Expensify.
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# Step 3: Meet Concierge
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# 2. Add your name, photo, and preferences
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Concierge is your built-in assistant for:
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{% include selector.html values="desktop, mobile" %}
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- Reminders to submit expenses
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- Notifications about reports or account changes
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- Help and live chat support
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{% include option.html value="desktop" %}
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<ol type="a">
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<li>Click your profile image or icon in the left-side navigation menu.</li>
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<li>Click the Edit pencil icon next to your profile image or icon and select <b>Upload Image</b> to choose a new image from your saved files.</li>
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<li>Click <b>Profile</b> in the left menu and edit any of the following details as desired:</li>
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<ul>
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<li><b>Display Name</b>: Enter your first and last name into the fields and click <b>Save</b>. This name will be visible to anyone in your company workspace.</li>
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<li><b>Contact method</b>: Review your primary email address and/or add a secondary email address.</li>
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<li><b>Status</b>: Update your status to let your coworkers know if you are out of the office, in a meeting, or unavailable.</li>
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<li><b>Pronouns</b>: Select your personal pronouns.</li>
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<li><b>Timezone</b>: Select your timezone.</li>
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<li><b>Private details</b>: Add private details that are only visible to you, such as your legal name, date of birth, and/or address. This is useful for booking travel and for payment purposes.</li>
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</ul>
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</ol>
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{% include end-option.html %}
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Find Concierge in your chat inbox to ask questions or get help anytime.
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{% include option.html value="mobile" %}
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<ol type="a">
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<li>Tap your profile image or icon in the bottom menu.</li>
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<li>Tap the Edit pencil icon next to your profile image or icon and select <b>Upload Image</b> to choose a new image from your saved files.</li>
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<li>Tap <b>Profile</b> in the left menu and edit any of the following details as desired:</li>
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<ul>
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<li><b>Display Name</b>: Enter your first and last name into the fields and tap <b>Save</b>. This name will be visible to anyone in your company workspace.</li>
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<li><b>Contact method</b>: Review your primary email address and/or add a secondary email address.</li>
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<li><b>Status</b>: Update your status to let your coworkers know if you are out of the office, in a meeting, or unavailable.</li>
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<li><b>Pronouns</b>: Select your personal pronouns.</li>
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<li><b>Timezone</b>: Select your timezone.</li>
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<li><b>Private details</b>: Add private details that are only visible to you, such as your legal name, date of birth, and/or address. This is useful for booking travel and for payment purposes.</li>
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</ul>
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</ol>
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{% include end-option.html %}
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---
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{% include end-selector.html %}
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# Step 4: Add an expense
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![The profile page to change options like display name]({{site.url}}/assets/images/ExpensifyHelp_R2_Profile_1.png){:width="100%"}
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# 3. Meet Concierge
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You can upload a receipt with **SmartScan** or enter the details manually.
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Concierge is your personal assistant that walks you through setting up your account and also provides:
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- Reminders to do things like submit your expenses.
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- Alerts when more information is needed on an expense report.
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- Updates on new and improved account features.
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## SmartScan a receipt
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You can get support any time by locating your chat with Concierge in your chat inbox. You can ask questions and receive direct support in this thread.
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1. Click the **+** icon in the left menu > **Create expense**
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2. Select **Scan**
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3. Upload, snap a photo of, or drag in your receipt
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4. Search for your workspace or team member
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5. Add a description, category, tags, or tax as needed
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6. Click **Submit**
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# 4. Learn how to add an expense
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💡 **Tip:** You can also forward receipts to [receipts@expensify.com](mailto:receipts@expensify.com) from your primary or secondary email address to auto-create expenses.
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You can create an expense by SmartScanning a receipt to automatically capture the receipt details, or you can enter the expense manually.
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## Manually add an expense
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## SmartScan a receipt
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1. Click the **+** icon > **Submit expense**
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2. Select **Manual**
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3. Enter the amount and click **Next**
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4. Select the workspace or person
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5. Add the merchant and optional details like description, category, or tags
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6. Click **Submit**
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{% include selector.html values="desktop, mobile" %}
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{% include option.html value="desktop" %}
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<ol type="a">
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<li>Click the + icon in the left-side navigation menu and select <b>Create Expense</b>.</li>
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<li>Click <b>Scan</b>.</li>
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<li>Drag and drop the receipt into Expensify, or click <b>Choose File</b> to select it from your saved files. <i>Note: The SmartScan process will auto-populate the merchant, date, and amount.</i></li>
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<li>Use the search field to find the desired workspace or an individual’s name, email, or phone number.</li>
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<li>Add a description, category, tags, or tax as desired, or as required by your workspace.</li>
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<li>(Optional) Enable the expense as billable if it should be billed to a client.</li>
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<li>Click <b>Submit Expense.</b></li>
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</ol>
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{% include end-option.html %}
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{% include option.html value="mobile" %}
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<ol type="a">
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<li>Tap the + icon at the bottom of the screen and select <b>Create Expense</b>.</li>
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<li>Tap <b>Scan</b>.</li>
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<li>Tap the green button to take a photo of a receipt, or tap the Image icon to the left of it to upload a receipt from your phone. <i>Note: The SmartScan process will auto-populate the merchant, date, and amount</i>.</li>
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<li>Use the search field to find the desired workspace or an individual’s name, email, or phone number.</li>
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<li>Add a description, category, tags, or tax as desired, or as required by your workspace.</li>
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<li>(Optional) Enable the expense as billable if it should be billed to a client.</li>
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<li>Tap <b>Submit</b>.</li>
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</ol>
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{% include end-option.html %}
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{% include end-selector.html %}
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{% include info.html %}
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You can also forward receipts to receipts@expensify.com using an email address that is your primary or secondary email address. SmartScan will automatically pull all of the details from the receipt and add it to your expenses.
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{% include end-info.html %}
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---
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## Manually add an expense
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# Step 5: Enable two-factor authentication
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Add an extra layer of security to protect your account.
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1. Go to **Account > Security**
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2. Select **Two-factor authentication**
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3. Save your recovery codes (Download or Copy)
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4. Click **Next**
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5. Use your authenticator app to scan the QR code or enter the setup key
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6. Enter the 6-digit code and click **Verify**
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{% include selector.html values="desktop, mobile" %}
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{% include option.html value="desktop" %}
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<ol type="a">
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<li>Click the + icon in the left-side navigation menu and select <b>Submit Expense</b>.</li>
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<li>Click <b>Manual</b>.</li>
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<li>Enter the amount on the receipt and click <b>Next</b>. <i>Note: Click the currency symbol to select a different currency</i>.</li>
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<li>Use the search field to find the desired workspace or an individual’s name, email, or phone number.</li>
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<li>(Optional) Add a description.</li>
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<li>Add a merchant.</li>
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<li>Click <b>Show more</b> to add additional fields (like a category) as desired, or as required by your workspace.</li>
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<li>Click <b>Submit</b>.</li>
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</ol>
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{% include end-option.html %}
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{% include option.html value="mobile" %}
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<ol type="a">
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<li>Tap the + icon at the bottom of the screen and select <b>Submit Expense</b>.</li>
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<li>Tap <b>Manual</b>.</li>
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<li>Enter the amount on the receipt and tap <b>Next</b>. <i>Note: Tap the currency symbol to select a different currency</i>.</li>
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<li>Use the search field to find the desired workspace or an individual’s name, email, or phone number.</li>
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<li>(Optional) Add a description.</li>
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<li>Add a merchant.</li>
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<li>Tap <b>Show more</b> to add additional fields (like a category) as desired, or as required by your workspace.</li>
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<li>Tap <b>Submit</b>.</li>
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</ol>
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{% include end-option.html %}
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{% include end-selector.html %}
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# 5. Secure your account
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Add an extra layer of security to help keep your financial data safe and secure by enabling two-factor authentication. This will require you to enter a code generated by your preferred authenticator app (like Google Authenticator or Microsoft Authenticator) when you log in.
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To enable two-factor authentication,
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{% include selector.html values="desktop, mobile" %}
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{% include option.html value="desktop" %}
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<ol type="a">
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<li>Click your profile image or icon in the left-side navigation menu.</li>
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<li>Click <b>Security</b>.</li>
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<li>Click <b>Two-factor authentication</b>.</li>
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<li>Save a copy of your backup codes. This step is critical! You will lose access to your account if you cannot use your authenticator app and do not have your recovery codes.</li>
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<ul>
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<li>Click <b>Download</b> to save a copy of your backup codes to your computer.</li>
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<li>Click <b>Copy</b> to paste the codes into a document or other secure location.</li>
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</ul>
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<li>Click <b>Next</b>.</li>
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<li>Download or open your authenticator app and connect it to Expensify by either:</li>
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<ul>
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<li>Scanning the QR code</li>
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<li>Entering the code into your authenticator app</li>
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</ul>
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<li>Enter the 6-digit code from your authenticator app into Expensify and click <b>Verify</b>.</li>
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</ol>
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{% include end-option.html %}
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{% include option.html value="mobile" %}
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<ol type="a">
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<li>Tap your profile image or icon at the bottom of the screen.</li>
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<li>Tap <b>Security</b>.</li>
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<li>Tap <b>Two-factor authentication</b>.</li>
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<li>Save a copy of your backup codes. This step is critical! You will lose access to your account if you cannot use your authenticator app and do not have your recovery codes.</li>
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<ul>
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<li>Tap <b>Download</b> to save a copy of your backup codes to your device</li>
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<li>Tap <b>Copy</b> to paste the codes into a document or other secure location.</li>
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</ul>
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<li>Tap <b>Next</b>.</li>
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<li>Download or open your authenticator app and connect it to Expensify by either:</li>
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<ul>
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<li>Scanning the QR code</li>
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<li>Entering the code into your authenticator app</li>
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</ul>
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<li>Enter the 6-digit code from your authenticator app into Expensify and tap <b>Verify</b>.</li>
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</ol>
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{% include end-option.html %}
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{% include end-selector.html %}
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⚠️ **Important:** Keep your backup codes in a safe place! Without them, you could lose access to your account if you can't use your authenticator app.
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</div>

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