Welcome to Expensify! Whether you’ve received an invite to join your company’s workspace or need to instruct your admin to send you one, this guide walks you through setting up your account and getting started.

Getting invited to your company’s workspace

Ask one of your company’s Expensify workspace admins to send you an invite using these steps:

1. Click Workspaces on the left-hand navigation menu.
2. Click on the workspace that you should be joining.
3. Click Members > Invite member

Now, check your email inbox for the invite to join your company’s workspace. If you don’t see it, check your Spam and Archive folders.

If you’re creating your Expensify account, you can also find your company’s workspace yourself:

1. When asked What do you want to do today?, choose Join my company workspace.
2. If prompted, add your work email and enter the code sent to it.
3. Select Join now next to your company’s workspace, or Ask to join if it needs admin approval.

If you select Skip during these steps, Concierge sends you a task so you can finish later.

Step 1: Access Expensify

Once you have gained access to Expensify, download the Expensify app:

• iOS
• Android

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 ➕ Create button > Create expense
2. Select Manual
3. Confirm or change the workspace or person the expense is going to
4. Enter the amount and select the currency
5. Add the merchant, date, and optional details like description, category, or tags
6. Click Create expense

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.