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Easily track mileage costs using Expensify's built-in map feature. Create and submit distance-based expenses right from the web, desktop, or mobile app.
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-**Create distance expenses:** Click the green + button and choose Create expense, then select Distance. Enter your starting point and destination. You can also add stops if needed.
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-**Submit for approval:** Choose your workspace and confirm the distance, amount, and date. Add optional notes or categories, then click Create expense to submit the mileage expense for approval.
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-**Log a round-trip:** To log a round-trip, use the same location for both start and finish, and include any stops along the way.
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title: Expensify Chat
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---
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# Chat
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# Navigating Expensify
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Chat is the foundation of New Expensify. Every expense, expense report, workspace, or member has an associated "chat", which you can use to record additional details, or collaborate with others. Every chat has the following components:
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Get familiar with Expensify's intuitive navigation system designed for easy access to all your tools.
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## Header
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## Left-hand Navigation Bar
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This shows who you are chatting with (or what you are chatting about). You can press the header for more details on the chat, or additional actions to take upon it.
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The vertical **left-hand bar** is your main navigation hub:
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## Comments
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-**Expensify logo** - Click to return to your Inbox (homepage)
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-**Inbox** - Your personalized dashboard with action items and reminders
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-**Reports** - Access all your expense reports and filtering tools
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-**Workspaces** - Manage company and personal workspace settings
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-**Account** - Personal settings, profile, and preferences
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-**Global Create** button - Quick access to create reports, expenses, invoices, and chats
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The core of the chat are its comments, which come in many forms:
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## Inbox Overview
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-**Text** - Rich text messages stored securely and delivered via web, app, email, or SMS.
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-**Images & Documents** - Insert photos, screenshots, movies, PDFs, or more, using copy/paste, drag/drop, or the attach button.
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-**Expenses** - Share an expense in the chat, either to simply track and document it, or to submit for reimbursement.
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-**Tasks** - Record a task, and optionally assign it to someone (or yourself!).
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Your **Inbox** serves as the homepage and shows:
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- Smart reminders to submit, approve, or reconcile expenses
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- Real-time updates on recent actions and flagged reports
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- List of chats with other employees in your organization
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- Personalized action items based on your role and activity
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## Actions
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## Chat Features
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Hover (or long press) on a comment to see additional options, including:
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Every expense, report, or workspace has an associated chat for collaboration:
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-**Text messages** with rich formatting support
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-**Images & Documents** via copy/paste, drag/drop, or attach button
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-**Expenses** to track and submit for reimbursement
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-**Tasks** to assign and manage work items
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-**Mentions** to invite anyone by email or phone number
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-**React** - Throw a ♥️😂🔥 like on anything!
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-**Reply in thread** - Go deeper by creating a new chat on any comment.
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-**Mark unread** - Flag it for reading later, at your convenience.
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## Reports Section
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## Composer
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The **Reports** tab consolidates filtering and reporting:
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- Use the **Workspace filter** inside the Filters menu to refine results
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- Apply filters and queries that update automatically
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- View all expense reports across your workspaces
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Use the composer at the bottom to write new messages:
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## Quick Actions
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-**Markdown** - Format text using **bold**, *italics*, and [more](https://help.expensify.com/articles/new-expensify/chat/Send-and-format-chat-messages).
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-**Mention** - Invite or tag anyone in the world to any chat by putting an @ in front of their email address or phone number (e.g., **@awong@marslink.web**, or **@415-867-5309**).
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Use the green **Create** button to quickly:
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- Start a new chat or conversation
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- Create an expense report
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- Add an expense or receipt
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- Create a task or invoice
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- Submit expenses for approval
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---
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# Inbox
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The Inbox is a prioritized "to do" list, highlighting exactly what you need to do next. It consists of:
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## Priorities
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At the top of the Inbox are the most important tasks you should do first, which include:
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- Expense reports waiting on you
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- Tasks assigned to you
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- Chats that have mentioned you
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- Anything you have pinned
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## Chats
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Beneath the priorities are a list of chats (with unread chats highlighted in bold), in one of two view modes:
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-**Most Recent** - Lists every chat, ordered by whichever was most recently active.
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-**Focus** - Only lists chats with unread messages, sorted alphabetically.
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**Tip:** Navigation is consistent across web, mobile, and desktop versions of Expensify.
Keep conversations organized by letting you create actionable to-dos directly within a chat. You can assign them to yourself or others in both 1:1 and group chats.
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-**Create a task:** In any chat, click the + button next to the message field and select Assign a task. Add a title (required) and an optional description, and choose an assignee from chat participants. You can also leave it unassigned to track it yourself.
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-**Use tasks to stay on top of action items:** Tasks are great for follow-ups like “Submit expense report,” “Share slide deck,” or “Update mileage rate.” They're perfect for 1:1 check-ins, project updates, or organizing next steps after a team discussion.
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-**Edit and manage tasks:** Task creators and assignees can comment, edit the title or description, reassign the task, or mark it as complete. Just click the task to update any details.
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-**Tasks stay visible:** Each task is shared in the chat where it's created. When completed, it will be clearly marked in the chat and can be reopened if needed.
The #announce room is a chat space available to all workspace members. It's perfect for sharing company-wide updates, policy changes, or event reminders. The #announce room is accessible from your **Inbox** in the left-hand menu.
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-**Post company-wide announcements:** All members can post in #announce by default, making it easy to communicate across the workspace.
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-**Restrict posting to admins:** Workspace admins can limit posting to admins only. Open the #announce room, click the room header, select Settings, and change Who can post to Admins only.
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-**Everyone can read messages:** Even if posting is limited to admins, all workspace members can still view messages in the #announce room.
Connect a verified business bank account to unlock payment features like reimbursements, bill pay, invoice collections, and Expensify Card issuance. Supported currencies: USD, CAD, GBP, EUR, and AUD.
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## Getting Started
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### Enable Payment Features
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1. Go to **Workspaces > [Workspace Name] > More Features**
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2. Click **Enable Workflows**
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3. Turn on **Make or Track Payments**
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4. Click **Connect Bank Account** to start setup
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## Connect Your Bank Account
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1. Choose to **Connect online with Plaid** (recommended) or **Connect manually**
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2. Pick your bank and sign in or enter details manually
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3. Upload a valid U.S.-issued photo ID (front and back) and take a live selfie
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4. Enter your company details:
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- Name and physical address (no PO boxes)
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- Tax Identification Number (TIN)
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- Company website (required for most features)
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- Industry classification code
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5. Submit everything for verification
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6. Validate your connection with test transactions
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## What You Can Do
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Once your account is verified, you’ll be able to:
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-**Reimburse employees** via ACH
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-**Pay vendors and suppliers**
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-**Issue Expensify Cards** to your team
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-**Collect invoice payments** from clients
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## Sharing Access
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1. Go to **Settings > Account > Wallet**
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2. Click **Share** next to the bank account
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3. Enter the admin’s email
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4. The new admin will need to revalidate the account (takes 1–2 business days)
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---
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**Heads up:** Your bank account must be fully verified before any payment features go live. The process usually takes 1–2 business days.
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---
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# Personal Bank Accounts
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Add your personal bank account to get reimbursed or paid — no paper checks, no waiting around. Expensify supports banks in over 190 countries.
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## Adding a Personal Bank Account
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1. Go to **Settings > Wallet > Bank Accounts**
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2. Click **Add Bank Account**
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3. Select your **country** from the dropdown
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4. Connect with **Plaid** (for banks located in the U.S.) or enter your details manually
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## What You Can Do
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-**Get reimbursed** for expense reports
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-**Receive invoice payments**
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-**Use multi-currency support** to get paid in your local currency
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---
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**Heads up:** Personal accounts are for receiving funds only. If you want to send payments or issue Expensify Cards, you’ll need to connect a verified business bank account.
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# Workspaces
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Workspaces allow for a wide range of features, including:
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Workspaces help you manage company expenses, enforce policies, and integrate with accounting software. Each workspace has its own rules, settings, and features.
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-**Categorize** and **submit** expenses
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-**Approve** and **reimburse** expenses
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- Sync with **accounting packages**
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- Connect to **company card feeds**
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- Manage **Expensify Cards**
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-**Chat** with colleagues, partners, and clients
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- … and lots more!
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## Creating a Workspace
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Workspaces come in two variations:
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**To create a new workspace:**
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1. In the left-hand menu, select **Workspaces**
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2. Click **New workspace**
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3. Click **Name** to give your workspace a name
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4. Click **Default Currency** to set your preferred currency
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-**Collect** workspaces start at $5/member, and include all the basics for running a small business.
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-**Control** workspaces start at $9/member, and provide advanced capabilities, more powerful accounting sync, and more sophisticated approval flows.
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**Your first workspace includes:**
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- Free 30-day trial
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- Access to Setup Specialist via #admins chat room
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- Help from Concierge in your Inbox
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In general you would create one Workspace for each company you manage. You can create and join as many workspaces as you like.
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## Managing Members
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**To invite team members:**
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1. Click **Members** in the left-hand menu
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2. Click **Invite member**
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3. Enter names, emails, or phone numbers
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4. Click **Next**, add an optional message, and click **Invite**
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**Member vs Admin roles:**
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-**Members** can submit their own reports and approve assigned reports
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-**Admins** can approve all workspace reports, view all reports, and edit workspace settings
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**To assign admin roles:**
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1. Select **Members** in the left-hand menu
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2. Click a member's name
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3. Click **Role** and select **Admin**
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## Key Features
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**Categories** - Organize and track expenses (imported automatically if connected to accounting software)
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