Expensify

Add a Copilot

This will allow for the finance team to upload your transactions from July-September, before the

Expensify launch.

1. Log into the Expensify desktop website

2. Navigate to Settings > Account > Account Details > Copilot: Delegated Access

3. Enter the email address of your Copilot (tmurphy@csbm.com) and select Full Access.

4. Click Invite Copilot

Credit Card Expenses

Transactions will automatically feed into Expensify directly from Chase daily. Some information will also auto populate for each transaction like merchant, date, and amount. Got to Expenses and follow the steps below for your charges.

1. Upload a legible copy of the receipt

2. Select a Category – this is the GL account that the transaction will be posted to

3. Select a Department – this is respective to what was previously called ‘Function’ (Academics, Data/Performance, Executive Office, Finance, Operations, Talent, etc.)

4. Enter a Description of the charge – you must enter a brief description of the purpose of the charge a. Example: 9/28/2021 - Uber Eats - $29.27 – Staff meeting snacks

5. Click Save

Once all you’ve uploaded the receipts and have entered all the required fields Submit the expense report which will then be routed to your respective approver.