How to Use Expensify — Technician Walkthrough

Step-by-step tutorial on navigating Expensify, capturing receipts with your phone, adding expenses, and submitting reports for review and reimbursement. Real OSAS expense reports are included below the video for cross-reference.

180 viewsOct 9, 202606:45

Chapters

00:00Expensify Overview & App Login
01:10Starting a New Expense (+ Button)
02:25Snapping Receipt Photos (SmartScan)
03:45Entering Category, Tag, and Notes
05:15Reviewing & Submitting Your Report

Example reports for cross-reference

Real OSAS expense reports you can reference while watching the video. Click any image to view it full-size.

Systems & tools used

Expensify Mobile App
Smartphone Camera

SOP & compliance notes

Per Diem: $75/day. Only ONE per diem per employee per day, even if multiple WOs are worked that day. Include the WO number and date(s) in the description and mark it reimbursable.
Personal Vehicle Mileage: 72.5¢ per mile, which includes fuel paid by you — do NOT submit separate gas receipts. Mark reimbursable.
Company Credit Card: Still enter charges in Expensify for back-end card matching, but do NOT mark them reimbursable.
Descriptions: Always include the Work Order number (e.g. 2609-09) and the date(s) associated with every expense (hotel, supplies, per diem, mileage).
To start a new expense: tap the '+' button in the app, snap a photo, and SmartScan auto-fills the vendor and amount.