1. Expensify
Cheat Sheet

2. What is Expensify ? Website & App to process your expense reports
To Start
Create an expense
Website & App to process your expense reports
Scan/take a picture of your receipt
Fill out a small form (amount, account string…)
Create a report and send it for approval
More convenient, faster, user-friendly ..
Take a picture of your receipt as soon as you pay it !
No more excel files !
Check the status of all your reports 24/7 !
Create a report
Approve a report
Conclusion

3. Getting Added to Expensify
To Start
Create an expense
Updating Nemo Profile
Employee Code: This code is required for access to Expensify. Contact with your ACH information to obtain your employee code
Create a report
Approve a report
All other fields should be provided by your manager. These are also required for Expensify use. If any fields are missing you won’t be added to Expensify.
Conclusion
Nemo Profile Website:

4. Get a soft copy of your receipt (Photo, Scan, Email…)
Your expense reports
To Start
Create an expense 1
Get a soft copy of your receipt (Photo, Scan, …)
Create a report 2
Create an expense
Approve a report 3
Create a report
Conclusion

5. First step
To Start
Create an expense
Sign In
Connect to the website or the mobile app (app store / android )
Create a report
Click on SAML
Your EF credentials
Approve a report
Then
Conclusion

6. Welcome to Expensify !
To Start
Create an expense
If Expensify doesn’t look nice, change browsers !
Create a report
Approve a report
Conclusion

7. What is considered an Expense?
To Start
Create an expense
NO INVOICES!!
When making purchases always ask vendors if they will invoice us. Finance will help work with vendors on getting invoices
If you submit an invoice in your expense report it will be rejected and ask
Expenses
Travel Expenses (Meals, Hotel, Flights, Taxis)
Create a report
Approve a report
Conclusion

8. Create an expense Create a new expense Go to Expenses, click on
To Start
Create an expense
Create a new expense
Go to Expenses, click on
Fill out the name of the merchant, the date, the amount and the currency of the receipt
Create a report
Be sure that the reimbursable box is checked
Add a photo/scan of the invoice
Approve a report
Choose a category of expense (account to which the expense is going to be booked)
Conclusion
Your default tag/account string is the one in Nemo. Leave this field blank. If you need to book to a tag/account string that is different than your default choose from drop down menu.
You are required to add a comment here (line description)
∆ if you pay for several people, you need to add the participants in this section

9. Create a report Create a new report Click on To Start
Create an expense
Create a new report
Click on
Add the expenses you created
Create a report
Approve a report
Conclusion
Once you’re done, Submit your report !

10. Potential duplicate detection
To Start
Create an expense
Potential duplicate detection
If two or more expenses are similar, you’ll get this message within your report :
Create a report
Approve a report
Conclusion
Click on Ignore if these expenses are different, click on merge or on
If they are related to the same receipt

11. Other tips
To Start
Create an expense
You can send directly s with invoices (Uber/Hotels) to (only from your EF address)
You can ”smartscan” your invoices, i.e, let Expensify fill the date/amount/merchant (up to 24h)
Only use Expensify for your own expenses !
Do not fill your reimbursement details within Expensify (payments will go through our system)
Create a report
Approve a report
Conclusion

12. To Start
Create an expense
Any issue ?
you can have a look at the Expensify support website ( or you can contact
Create a report
Approve a report
Conclusion