How to provide access to Expensify

Learn how to provide limited access to your Expensify account, so we can set up and maintain your sync with Xero.

In the left sidebar go to Settings > Policies.

Expensify Settings | Accountingprose



Next click the green Invite button. 

Invite Accountant | Accountingprose


Now, enter, select Policy Admin for the role, and click Invite. 

Add Accountant | Accountingprose