Dime has a strategic partnership with Expensify

Contact your Account Manager for more info.



Credit Card Import vs. Reimbursable Expenses

Credit Cards can be set up to sync automatically while Expense Reports for reimbursements are manually created as needed.




Credit Cards 

Important: DO NOT try to manually add credit card charges for cards that are set up to sync automatically. This can cause problems and increase the risk of duplicates. If there’s a missing expense, wait a day or so before reaching out to Expensify. Please let your accounting team know if there are any missing charges after the end of the month.

Coding Expenses

  1. Expenses will auto populate throughout the month. Login on a browser or the mobile app to review and code the open charges. Attach any applicable receipts
    1. An “Expensify Guaranteed Receipt” is auto generated for certain purchases (e.g. Amazon Purchases) and saves time uploading physical receipts.
    2. Note: To speed up the month end close, it helps to code transactions throughout the month vs. coding all transaction after the end of the month.

Submitting & Approving Expenses

After the last day of the month, when all charges are reviewed and coded, submit the report for review.
  1. From the Reports tab
    1. click "submit"
    2. verify the "To" (approver) and "CC" fields
    3. click "send"
  2. The designated approver must then double check the reports and reject charges if necessary (see Flagged Expenses). When all charges in a report are approved, submit to your unique @dime.is email address for entry into quickbooks.
Below are some links that will help walk you through the app. Use the search bar at the top of these pages to find other helpful articles. 



Reimbursable Expenses


Adding Expenses


  1. In the Expenses tab, click the green button in the top right of your browser or the + in the app.                                                                                                           
  2. Select how you want to add your expense
    1. Manually Create - enter all applicable expense info and attach a receipt if available. 
    2. Scan Receipt - SmartScan will read the receipt image and create the expense for you.
      1. You can also forward an email with an attached receipt to receipts@expensify.com from your Expensify email address – the result is similar to Smartscanning.
    3. To enter a mileage reimbursement, go to the Distance tab. Enter the number of miles traveled and the amount will auto calculate. Fill in any other applicable information. 
  3. Click Save.

Creating Reports


  1. In the Reports tab, click the green button in the top right of your browser or the + in the app
  2. From there you can edit the name the report and add expenses.
    1. Best practice is to create one report per month to include all expenses incurred in that month. 
See Manually Creating A Report for more info.

Submit, Approve, Process…


After the end of the month and all expenses have been added,
  1. From the reports tab,
    1. click "submit"
    2. verify the "To" (approver) and "CC" fields
    3. click "send"
  2. The approver must then review the expenses and reject charges if necessary (see Flagged Expenses). When all charges in a report are approved, submit to the unique @dime.is email address for entry into quickbooks.
  3. Once received, Accounting will enter a bill as normal to be processed through check run.
    1. Note: Direct Deposit in Expensify for reimbursements is an option for a small processing fee.