Navigating New Expensify
Navigating New Expensify
New Expensify uses a consistent navigation layout across web and mobile so you can quickly move between Home, Inbox, Spend, Workspaces, and Account settings.
This guide explains where to find each tab and what it’s used for.
How to use navigation tabs
The navigation tabs are your main way to move through the app.
- Web: Navigation tabs appear on the left side of the screen.
- Mobile: Navigation tabs appear on the bottom of the screen.
Tabs include:
- Home
- Inbox
- Spend
- Workspaces
- Account
What the Home tab is used for
The Home tab is the first screen you see when you sign in.
Use Home to get oriented and see whether anything needs attention. From the Home tab, you can navigate to Inbox, Spend, or Workspaces as needed.
For a full breakdown of what appears on Home, see the Expensify Home overview.
What the Inbox tab is used for
The Inbox tab is where conversations and action-related items are managed.
Use Inbox to:
- Respond to approval requests
- Comment on reports
- Review notifications
- Communicate with other members
What the Spend tab is used for
Spend is the main place to search and act on expenses and expense reports.
From Spend, you can:
- Open Explore and choose Reports (expense reports), Expenses, or Chats
- Use To-do shortcuts such as Submit, Approve, Pay, and Export
- Apply filters and narrow results using the Workspace filter inside Filters
What the Workspaces tab is used for
The Workspaces tab displays all workspaces you are a member of.
Workspace Admins can open a workspace to manage workspace-level settings.
From Workspaces, Workspace Admins can:
- Create a new workspace
- Manage members under Members
- Enable features under More features
- Configure workflows
- Connect accounting integrations under Accounting
- Manage categories and tags
Learn how to create and set up a company workspace.
What the Account tab is used for
The Account tab contains personal and account-level settings.
From Account, you can manage:
- Profile to update your personal details
- Subscription to manage your Expensify subscription
- Wallet to manage bank accounts and linked credit cards
- Expense rules to create and edit personal expense rules
- Preferences to update app settings
- Security to manage security options and Copilot delegated access
You can also access:
- Help to access help and support resources, including support contacts
- What’s new to view product updates
- About to see app details
- Troubleshoot to run diagnostics or switch to Expensify Classic
- Save the world to explore Expensify.org campaigns
- Sign out to log out of your account
Use Account for personal settings and billing.
How to find your assigned support contacts on the Help page
Paid Workspace Admins may have dedicated support contacts assigned to their account, such as an Account Manager, Partner Manager, or Setup Specialist. These contacts appear directly on the Help page so you can quickly start a conversation with them.
- Click the navigation tabs (on the left on web, on the bottom on mobile).
- Select Settings.
- Select Help.
- Below Concierge, look for your assigned support contacts.
- Click a contact to open a direct message with them.
How to use the Scan and Create buttons
In addition to the navigation tabs, you’ll see two primary action buttons:
- The green Scan button to scan or manually add an expense.
- The grey ➕ Create button to start actions like creating a report, sending money, requesting money, or tracking distance.
The Scan and Create buttons are available from all screens so you can quickly take action.
How to navigate New Expensify quickly
If you’re not sure where to go:
- Use Home to see what needs attention.
- Use Inbox to manage conversations and approvals.
- Use Spend to view or filter expense reports.
- Use Workspaces to manage workspace settings.
- Use Account to update personal settings or subscription details.
FAQ
Where are navigation tabs located in Expensify?
On web, navigation tabs appear on the left. On mobile, navigation tabs appear on the bottom.
Where do I manage workspace settings?
Open the Workspaces tab from the navigation tabs.
Where do I update my personal profile or billing information?
Open the Account tab from the navigation tabs.
What does the green Scan button do?
The green Scan button lets you scan or manually add an expense.
What does the ➕ Create button do?
The ➕ Create button starts actions such as creating a report, sending money, requesting money, or tracking distance.
Why don’t I see assigned support contacts on the Help page?
Assigned support contacts only appear if:
- You are a Workspace Admin on a paid plan
- A support contact has been assigned to your account
If no contacts are assigned, these options will not appear on the Help page.
How do I get an Account Manager assigned?
Account Managers are typically assigned to accounts with subscriptions that include 10 or more members. Contact Concierge if you believe your account qualifies.
