How Do I Merge Two Reports In Expensify?

How do you make an Expensify account?

OverviewFirst, enter in an Account Nickname.

This should be unique so if you are connecting multiple Expensify accounts you will be able to tell them apart.Enter in the email you used for your Expensify Account.Then click “Create” to finish this configuration..

Do you have to pay for expensify?

Individuals can use Expensify for free with up to 25 SmartScans per month. … Individual plans allow anyone to track receipts and submit expenses using our app, even if you’re self-employed or work for a company that doesn’t use Expensify.

How do I merge expensify accounts?

How-to: Merge AccountsGo to the Expensify website (this feature is not available on the mobile app).Login to the account you want to be primary and go to Settings > Account.Scroll to the Merge Accounts section and fill in the fields (you will need the password from the account you are trying merge).Click Merge Accounts.

Is expensify any good?

“Smoothest expense reporting software ever” Overall: Overall, everything has been good with Expensify down to the coding for my purposes. Users like that it literally creates a report they get paid for almost immediately without them having to nag accounting.

How do I submit expenses in expensify?

Update unsubmitted expenses. Review unsubmitted expenses, and make sure that each expense has an accurate category and a brief description. … Create a new expense report.Give the report a title. Use the template “MeeseWorks Expenses – Week of [DATE]” … Add expenses to report.Submit report to bookkeep@makechange.co.

Who uses expensify?

We have data on 2,420 companies that use Expensify….Who uses Expensify?CompanySalesfusion, Inc.Websitesalesfusion.comCountryUnited StatesRevenue10M-50MCompany Size50-2004 more columns

How do I add multiple receipts in concur?

Have them select that option to see the current receipt. At the bottom of the receipt view screen they should see a button labeled. Add Another. That allows them to add a second receipt.

What is the best app for storing receipts?

The Best Android and iOS Apps for Managing ReceiptsExpensify. expensify.com. … ABUKAI Expenses. ABUKAI. … Shoeboxed. Manage Receipts with Shoeboxed. … Receipts by Wave. Receipts by Wave.

How long does expensify take to reimburse?

24 hoursTake a picture of your receipt and Expensify automatically submits an expense report for you in just one click! As soon as reports are approved, rapid reimbursement delivers the money right into the employee’s bank account within 24 hours via ACH direct deposit.

What is Concur expense?

Concur Expense is a cloud based expense management, including secure mobile access for your on the go employees, company card and electronic receipts integrations.

How do you merge reports?

Click File then select Merge Report into this Report. A list of remaining reports on your computer will appear. Select the report you would like to merge with the “primary” and click Merge. Select the sections you would like to bring in and click OK.

How do I merge expenses in concur?

To combine two items in an expense report, select both items and click Combine Expenses. To separate two combined items in a report, select the combined item and click Move to > Available Expenses.

Can I email receipts to concur?

You can also e-mail receipts to Concur Expense by forwarding them to receipts@expenseit.com (if you use concursolutions.com) or receipts@eu.expenseit.com (if you use eu1.concursolutions.com) from a verified e-mail address. More information on why and how to verify an e-mail address can be found in this ExpenseIt FAQ.

How do I change categories in expensify?

Category ApproversGo to Settings > Policies > Group > [Select Policy] > Categories.Click Edit Rules next to the category name that requires a category approver and use the “Approver” field.