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.

Step 1: Access Expensify

Download the Expensify app:

• Mobile: Android

  iOS

• Desktop: macOS

Step 2: Customize Your Account

From the left-side menu, go to Account > Profile to update:

• Profile picture
• Display name
• Contact methods
• Status (e.g., out of office)
• Pronouns
• Timezone
• Private details (legal name, DOB, address)

Step 3: Meet Concierge

Concierge is your built-in assistant for:

• Reminders to submit expenses
• Notifications about reports or account changes
• Help and live chat support

Find Concierge in your chat inbox to ask questions or get help anytime.

Step 4: Add an expense

You can upload a receipt with SmartScan or enter the details manually.

SmartScan a receipt

1. Click the + icon in the left menu > Create expense
2. Select Scan
3. Upload, snap a photo of, or drag in your receipt
4. Search for your workspace or team member
5. Add a description, category, tags, or tax as needed
6. Click Submit

💡 Tip: You can also forward receipts to receipts@expensify.com from your primary or secondary email address to auto-create expenses.

Manually add an expense

1. Click the + icon > Submit expense
2. Select Manual
3. Enter the amount and click Next
4. Select the workspace or person
5. Add the merchant and optional details like description, category, or tags
6. Click Submit

Step 5: Enable two-factor authentication

Add an extra layer of security to protect your account.

1. Go to Account > Security
2. Select Two-factor authentication
3. Save your recovery codes (Download or Copy)
4. Click Next
5. Use your authenticator app to scan the QR code or enter the setup key
6. Enter the 6-digit code and click Verify

⚠️ 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.