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Copy file name to clipboardExpand all lines: docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-Small-To-Medium-Sized-Businesses.md
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# Step 7: Enable Delayed Submission
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# Step 7: Enable Delay Submission
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Automate expense submissions with **Delayed Submission**:
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1. Go to **Settings > Workspace > [Workspace Name] > Workflows > Delayed submission**.
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2. Enable **Delayed submission*** and set the frequency to **Daily**.
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Automate expense submissions with **Delay Submission**:
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1. Go to **Settings > Workspace > [Workspace Name] > Workflows > Delay submission**.
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2. Enable **Delay submission*** and set the frequency to **Daily**.
Copy file name to clipboardExpand all lines: docs/articles/expensify-classic/getting-started/playbooks/Expensify-Playbook-For-US-Based-Bootstrapped-Startups.md
This playbook outlines best practices for bootstrapped startups with fewer than five employees to use Expensify efficiently. The goal is to focus on product development while seamlessly capturing business-related receipts for future reimbursement.
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# Who You Are
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As a bootstrapped startup, you work with a small, trusted team and are focused on developing your concept. You may be self-funding or have limited support from friends and family. While the company isn’t profitable yet, you’re tracking expenses now to reimburse yourself later when you secure investment or generate revenue.
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---
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# Setting Up Expensify Step-by-Step
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This guide is based on best practices from processing expenses for thousands of companies. Use it as a starting point, knowing you can customize Expensify to fit your business needs.
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## Step 1: Create an Expensify Account
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If you don’t have an account yet, sign up at [new.expensify.com](https://new.expensify.com) using your business email.
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##Step 2: Create a Workspace
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Expensify offers three plans (Individual, Collect and Control). We outline the features of both plans in our [pricing article](https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing), but for your needs, we recommend the Collect workspace for the following situations:
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# Step 1: Create a Workspace
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Expensify offers three plans (Individual, Collect, and Control). We outline the features of both plans in our [pricing article](https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing), but for your needs, we recommend the Collect workspace for the following situations:
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- You are looking to capture receipts, but you don’t need an advanced approval workflow. Instead you can have a single approver for all expenses.
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- You are a small, highly collaborative group and project-oriented Chat functionality can help you stay organized.
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- When your business produces enough cash that you can pay yourself, you might want to reimburse yourself for the expenses you’ve captured.
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- You want to capture receipts, but you don’t need an advanced approval workflow. Instead, you can have a single approver for all expenses.
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- You are a small, highly collaborative group, and project-oriented Chat functionality can help you stay organized.
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- When your business produces enough cash that you can pay yourself, you might want to reimburse yourself for the expenses you’ve incurred.
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Expensify provides you with direct access to lightning-fast 24/7 support via Concierge. Within *[new.expensify.com](https://new.expensify.com/concierge)*, you can start a direct message (DM) with Concierge to discuss which plan might be better for your business.
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##Step 3: Invite Your Team
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# Step 2: Invite Your Team
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As a bootstrapped startup, you communicate with your team all day. Similarly, if you are a co-founder, you will have multiple people who will need to capture receipts for your project.
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1. Click your profile photo or icon in the bottom left menu
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2. Click on your workspace
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3. From the workspace view, click **Members** on the left
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1. From the left-side navigation menu, click **Settings > Workspaces > [Workspace Name] > Members**
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4. Click **Invite member**
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5. Use the search field to find the individual by name, email, or phone number. Note: You can select multiple people
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6. Click **Next**
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Inviting your team grants them unlimited receipt capture via SmartScan and access to Expensify’s free chat tool for seamless collaboration.
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## Step 4: Link Your Business Bank Account (Optional)
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---
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# Step 3: Link Your Business Bank Account (Optional)
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If you are located in the US, you can unlock many great features by linking your US-based business bank account. For example, you can use the [Expensify Visa® Commercial Card](https://help.expensify.com/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card) to streamline expense management and receive additional discounts and company perks.
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If you are located in the US, you can unlock many great features by linking your US-based business bank account such as using the [Expensify Visa® Commercial Card](https://help.expensify.com/articles/new-expensify/expensify-card/Set-up-the-Expensify-Card) to streamline expense management and receive additional discounts and company perks.
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To set up a business bank account, follow the steps in this [help article](https://help.expensify.com/articles/new-expensify/expenses-&-payments/Connect-a-Business-Bank-Account).
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To setup a business bank account, follow the steps in this [help article](https://help.expensify.com/articles/new-expensify/expenses-&-payments/Connect-a-Business-Bank-Account).
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##Step 5: Get the Expensify Visa® Commercial Card
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# Step 4: Get the Expensify Visa® Commercial Card
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After linking your business bank account, you’re eligible for the Expensify Card. The card offers:
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-**1% cash back** on all US purchases (2% if spending exceeds $250K/month).
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A virtual card is available for immediate use, and a physical card will arrive in 1-3 business days. The Expensify Card is accepted anywhere Visa is.
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## Step 6: View and Pay Bills
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If you have vendors or services essential to growing your project, you can pay bills directly through Expensify after linking your bank account.
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Expensify provides you with a *_yourdomain.com@expensify.com_* email address. Have vendors send bills to this address for automatic organization.
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To view and pay bills:
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1. Click your profile photo or icon in the bottom left menu
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2. Select *Workspaces*.
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3. Click your workspace.
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4. Select **Bills**.
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Click **View all bills** under the *Manage your bills* section to see an organized list of pending bills, which you can pay via ACH directly from Expensify.
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# You’re All Set!
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Congratulations! Your Expensify setup is complete. If you need assistance:
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- Message Concierge anytime at [new.expensify.com/concierge](https://new.expensify.com/concierge).
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- Message Concierge support anytime!
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- Email concierge@expensify.com.
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- Upgrade to a Collect or Control Workspace to be assigned a dedicated Setup Specialist.
Copy file name to clipboardExpand all lines: docs/articles/expensify-classic/reports/Automatically-submit-employee-reports.md
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When an employee creates an expense, it's automatically added to a report. If no report exists, a new one is created. Reports are then submitted according to the schedule you choose—daily, weekly, monthly, twice per month, by trip, or manually.
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**Note:** If you're using **Delayed Submissions** and an expense has a violation, it won't be submitted until the violation is fixed. That expense is removed from the current report and added to a new open report.
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**Note:** If you're using **Delay Submissions** and an expense has a violation, it won't be submitted until the violation is fixed. That expense is removed from the current report and added to a new open report.
Workspace Admins can automatically apply a custom report title to all reports created within a specific workspace. You can also enforce this setting so members can't update it.
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Automatically generate standardized report titles across your workspace using formulas. Admins can pull in dynamic data like report type or member name, and even lock naming rules to prevent edits.
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# Set a Default Report Title
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# Customize Report Titles Using Formulas
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**Navigation:**
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1. Head to **Settings > Workspace > [Workspace Name] > Rules**.
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2. Scroll to **Custom Report Names**.
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3. Configure the title formula:
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- Use the example on the **Rules Settings page**, or refer to more [report formula options](https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates).
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- Some formulas automatically update the report title as changes are made. For example, the title will update before submission if the formula includes the report date, total amount, or workspace name.
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- Changes to Report Field values (e.g., `{field:Customer}`) won't update the title until the report is submitted. After submission and before approval, updates will apply automatically. Once a report is Approved or Reimbursed, the title will not update retroactively.
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3. Configure the title formula using your preferred formulas (see below).
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4. To prevent members from editing the title, enable the **Enforce Custom Report Names** toggle.
|`{report:submit:from:customfield1}`| 100 | Submitter custom field 1 |
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|`{report:submit:from:customfield2}`| 1234 | Submitter custom field 2 |
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---
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# Date Format Options
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Customize date appearance with these formats:
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| Format | Example |
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| -- | -- |
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| M/dd/yyyy | 5/23/2024 |
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| MMMM dd, yyyy | May 23, 2024 |
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| dd MMM yyyy | 23 May 2024 |
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| yyyy/MM/dd | 2024/05/23 |
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| MMMM, yyyy | May, 2024 |
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| yy/MM/dd | 24/05/23 |
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| dd/MM/yy | 23/05/24 |
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| yyyy | 2024 |
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# FAQ
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# Advanced Formula Functions
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## Can I stop team members from changing the report name?
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Yes! Just turn on the **Enforce Default Report Title** option, and the title will be locked in based on the formula you set.
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Add `|` functions to format results:
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## What if my formula doesn't show the correct title immediately?
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Some formula fields, like `{field:Customer}`, only update after submission. Others, like dates and amounts, update in realtime before submitting the report.
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| Function | Example | Description |
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| -- | -- | -- |
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|`frontpart`| `{report:submit:from:email|frontpart}` → alice | Gets first word or string before `@`|
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|`substr:x`| `{report:policyname|substr:20}` → Sales Expenses | Trims to first `x` characters |
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