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home:
href: home
title: Welcome to ExpensifyHelp!
description: Find answers using the search bar or click on the version of Expensify you're using to access the relevant resources.
platforms:
- href: expensify-classic
title: Expensify Classic
hub-title: Expensify Classic - Help & Resources
hub-description: Questions? Find the answers by clicking a Category or using the search bar located in the left-hand menu.
url: www.expensify.com
description: "Your account settings look like this:"
image: /assets/images/settings-old-dot.svg
# Hubs are comprised of subcategories and articles. Subcategories contain multiple related articles, but there can be standalone articles as well
hubs:
- href: getting-started
title: Getting Started
icon: /assets/images/accounting.svg
description: Set up your account to optimize Expensify's features.
- href: workspaces
title: Workspaces
icon: /assets/images/shield.svg
description: Configure rules, settings, and limits for your company’s spending.
- href: expenses
title: Expenses
icon: /assets/images/money-into-wallet.svg
description: Learn more about expense tracking and submission.
- href: reports
title: Reports
icon: /assets/images/money-receipt.svg
description: Set approval workflows and use Expensify’s automated report features.
- href: domains
title: Domains
icon: /assets/images/domains.svg
description: Claim and verify your company’s domain to access additional management and security features.
- href: bank-accounts-and-payments
title: Bank Accounts & Payments
icon: /assets/images/send-money.svg
description: Send direct reimbursements, pay invoices, and receive payment.
- href: connect-credit-cards
title: Connect Credit Cards
icon: /assets/images/bank-card.svg
description: Track credit card transactions and reconcile company cards.
- href: expensify-card
title: Expensify Card
icon: /assets/images/hand-card.svg
description: Explore the perks and benefits of the Expensify Card.
- href: copilots-and-delegates
title: Copilots & Delegates
icon: /assets/images/envelope-receipt.svg
description: Assign Copilots and delegate report approvals.
- href: expensify-partner-program
title: Expensify Partner Program
icon: /assets/images/handshake.svg
description: Discover the benefits of becoming an Expensify Partner.
- href: connections
title: Connections
icon: /assets/images/simple-illustration__monitor-remotesync.svg
description: Integrate with accounting or HR software to streamline expense approvals.
- href: spending-insights
title: Spending Insights
icon: /assets/images/monitor.svg
description: Create custom export templates to understand spending insights.
- href: settings
title: Settings
icon: /assets/images/gears.svg
description: Manage profile settings and notifications.
- href: expensify-billing
title: Expensify Billing
icon: /assets/images/subscription-annual.svg
description: Review Expensify's subscription options, plan types, and payment methods.
- href: new-expensify
title: New Expensify
hub-title: New Expensify - Help & Resources
hub-description: Questions? Find the answers by clicking a Category or using the search bar.
url: new.expensify.com
description: "Your account settings look like this:"
image: /assets/images/help-new.png
hubs:
- href: getting-started
title: Getting Started
icon: /assets/images/accounting.svg
description: Set up your account to optimize Expensify's features.
- href: chat
title: Chat
icon: /assets/images/chat-bubble.svg
description: Use Expensify's chat feature to split bills, chat with employees, and manage payments.
- href: concierge-ai
title: Concierge AI
icon: /assets/images/simple-illustration__concierge-bot.svg
description: Learn about Concierge AI and what it can do.
- href: workspaces
title: Workspaces
icon: /assets/images/shield.svg
description: Configure rules, settings, and limits for your company’s spending.
- href: insights
title: Insights
icon: /assets/images/monitor.svg
description: Get insight into company expenses to track spend patterns and stay informed.
- href: reports-and-expenses
title: Reports & Expenses
icon: /assets/images/envelope-receipt.svg
description: Learn more about expense tracking and submission.
- href: domains
title: Domains
icon: /assets/images/domains.svg
description: Claim and verify your company’s domain to access additional management and security features.
- href: wallet-and-payments
title: Wallet & Payments
icon: /assets/images/money-into-wallet.svg
description: Send and receive payments.
- href: connect-credit-cards
title: Connect Credit Cards
icon: /assets/images/bank-card.svg
description: Track credit card transactions and reconcile company cards.
- href: expensify-card
title: Expensify Card
icon: /assets/images/hand-card.svg
description: Explore the perks and benefits of the Expensify Card.
- href: connections
title: Connections
icon: /assets/images/simple-illustration__monitor-remotesync.svg
description: Connect to accounting software to streamline expense approvals.
- href: settings
title: Settings
icon: /assets/images/gears.svg
description: Manage profile settings and notifications.
- href: billing-and-subscriptions
title: Expensify Billing & Subscriptions
icon: /assets/images/subscription-annual.svg
description: Review Expensify's subscription options, plan types, and payment methods.
- href: travel
title: Expensify Travel
hub-title: Expensify Travel
hub-description: Questions? Find the answers by clicking a Category or using the search bar.
url: travel.expensify.com
description: "Get the help you need to book and manage travel."
image: /assets/images/help-travel.png
hubs:
- href: getting-started
title: Getting Started
icon: /assets/images/accounting.svg
description: "Learn how to get started with Expensify Travel."
- href: booking-travel
title: Booking with Expensify Travel
icon: /assets/images/simple-illustration__luggage.svg
description: "Everything you need to know about booking flights, hotels, and more with Expensify Travel."
- href: managing-trips
title: Managing trips
icon: /assets/images/plane.svg
description: "Learn how to easily manage, modify, or cancel your trips."
- href: company-setup
title: Setting up your company in Expensify Travel
icon: /assets/images/gears.svg
description: "Set up your company to manage departments, users, booking restrictions, and more."
- href: travel-policy
title: Creating a travel policy
icon: /assets/images/simple-illustration__rules.svg
description: "Create a clear, effective travel policy for employee bookings."
- href: travel-analytics
title: Travel Analytics
icon: /assets/images/simple-illustration__chart.svg
description: "Track spend, spot savings, and drive smarter bookings with travel analytics."
- href: event-management
title: Event Management
icon: /assets/images/envelope-receipt.svg
description: "Learn how to create and manage Travel Events for group bookings."