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DOCS: Update and rename Coming-Soon.md to Join-your-company's-workspa…
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MariaHCD authored May 1, 2024
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---
title: Join your company's workspace
description: Get started with Expensify by joining your company's workspace
---

<div id="new-expensify" markdown="1">

Welcome to Expensify! If you received an invitation to join your company’s Expensify workspace, follow the 5 steps below to get started.

# 1. Download the mobile app

Upload your expenses and check your reports right from your phone by downloading the Expensify mobile app. You can search for “Expensify” in the app store, or tap one of the links below.

[iOS](https://apps.apple.com/us/app/expensify-expense-tracker/id471713959)
| [Android](https://play.google.com/store/apps/details?id=org.me.mobiexpensifyg&hl=en_US&gl=US)

# 2. Add your name, photo, and preferences

{% include selector.html values="desktop, mobile" %}

{% include option.html value="desktop" %}
<ol type="a">
<li>Click your profile image or icon in the bottom left menu.</li>
<li>Click the Edit pencil icon next to your profile image or icon and select <b>Upload Image</b> to choose a new image from your saved files.</li>
<li>Click <b>Profile</b> in the left menu and edit any of the following details as desired:</li>
<ul>
<li><b>Display Name</b>: Enter your first and last name into the fields and click <b>Save</b>. This name will be visible to anyone in your company workspace.</li>
<li><b>Contact method</b>: Review your primary email address and/or add a secondary email address.</li>
<li><b>Status</b>: Update your status to let your coworkers know if you are out of the office, in a meeting, or unavailable.</li>
<li><b>Pronouns</b>: Select your personal pronouns.</li>
<li><b>Timezone</b>: Select your timezone.</li>
<li><b>Private details</b>: Add private details that are only visible to you, such as your legal name, date of birth, and/or address. This is useful for booking travel and for payment purposes.</li>
</ul>
</ol>
{% include end-option.html %}

{% include option.html value="mobile" %}
<ol type="a">
<li>Tap your profile image or icon in the bottom menu.</li>
<li>Tap the Edit pencil icon next to your profile image or icon and select <b>Upload Image</b> to choose a new image from your saved files.</li>
<li>Tap <b>Profile</b> in the left menu and edit any of the following details as desired:</li>
<ul>
<li><b>Display Name</b>: Enter your first and last name into the fields and tap <b>Save</b>. This name will be visible to anyone in your company workspace.</li>
<li><b>Contact method</b>: Review your primary email address and/or add a secondary email address.</li>
<li><b>Status</b>: Update your status to let your coworkers know if you are out of the office, in a meeting, or unavailable.</li>
<li><b>Pronouns</b>: Select your personal pronouns.</li>
<li><b>Timezone</b>: Select your timezone.</li>
<li><b>Private details</b>: Add private details that are only visible to you, such as your legal name, date of birth, and/or address. This is useful for booking travel and for payment purposes.</li>
</ul>
</ol>
{% include end-option.html %}

{% include end-selector.html %}

# 3. Meet Concierge

Concierge is your personal assistant that walks you through setting up your account and also provides:
- Reminders to do things like submit your expenses
- Alerts when more information is needed on an expense report
- Updates on new and improved account features

You can get support any time by locating your chat with Concierge in your chat inbox. You can ask questions and receive direct support in this thread.

# 4. Learn how to add an expense

You can create an expense by SmartScanning a receipt to automatically capture the receipt details, or you can enter the expense manually.

## SmartScan a receipt

{% include selector.html values="desktop, mobile" %}

{% include option.html value="desktop" %}
<ol type="a">
<li>Click the + icon in the bottom left menu and select <b>Submit Expense</b>.</li>
<li>Click <b>Scan</b>.</li>
<li>Drag and drop the receipt into Expensify, or click <b>Choose File</b> to select it from your saved files. <i>Note: The SmartScan process will auto-populate the merchant, date, and amount.</i></li>
<li>Use the search field to find the desired workspace or an individual’s name, email, or phone number.</li>
<li>Add a description, category, tags, or tax as desired, or as required by your workspace.</li>
<li>(Optional) Enable the expense as billable if it should be billed to a client.</li>
<li>Click <b>Submit Expense.</b></li>
</ol>
{% include end-option.html %}

{% include option.html value="mobile" %}
<ol type="a">
<li>Tap the + icon at the bottom of the screen and select <b>Submit Expense</b>.</li>
<li>Tap <b>Scan</b>.</li>
<li>Tap the green button to take a photo of a receipt, or tap the Image icon to the left of it to upload a receipt from your phone. <i>Note: The SmartScan process will auto-populate the merchant, date, and amount</i>.</li>
<li>Use the search field to find the desired workspace or an individual’s name, email, or phone number.</li>
<li>Add a description, category, tags, or tax as desired, or as required by your workspace.</li>
<li>(Optional) Enable the expense as billable if it should be billed to a client.</li>
<li>Tap <b>Submit</b>.</li>
</ol>
{% include end-option.html %}

{% include end-selector.html %}

{% include info.html %}
You can also forward receipts to [email protected] using an email address that is your primary or secondary email address. SmartScan will automatically pull all of the details from the receipt and add it to your expenses.
{% include end-info.html %}

## Manually add an expense

{% include selector.html values="desktop, mobile" %}

{% include option.html value="desktop" %}
<ol type="a">
<li>Click the + icon in the bottom left menu and select <b>Submit Expense</b>.</li>
<li>Click <b>Manual</b>.</li>
<li>Enter the amount on the receipt and click <b>Next</b>. <i>Note: Click the currency symbol to select a different currency</i>.</li>
<li>Use the search field to find the desired workspace or an individual’s name, email, or phone number.</li>
<li>(Optional) Add a description.</li>
<li>Add a merchant.</li>
<li>Click <b>Show more</b> to add additional fields (like a category) as desired, or as required by your workspace.</li>
<li>Click <b>Submit</b>.</li>
</ol>
{% include end-option.html %}

{% include option.html value="mobile" %}
<ol type="a">
<li>Tap the + icon at the bottom of the screen and select <b>Submit Expense</b>.</li>
<li>Tap <b>Manual</b>.</li>
<li>Enter the amount on the receipt and tap <b>Next</b>. <i>Note: Tap the currency symbol to select a different currency</i>.</li>
<li>Use the search field to find the desired workspace or an individual’s name, email, or phone number.</li>
<li>(Optional) Add a description.</li>
<li>Add a merchant.</li>
<li>Tap <b>Show more</b> to add additional fields (like a category) as desired, or as required by your workspace.</li>
<li>Tap <b>Submit</b>.</li>
</ol>
{% include end-option.html %}

{% include end-selector.html %}

# 5. Secure your account

Add an extra layer of security to help keep your financial data safe and secure by enabling two-factor authentication. This will require you to enter a code generated by your preferred authenticator app (like Google Authenticator or Microsoft Authenticator) when you log in.

To enable two-factor authentication,

{% include selector.html values="desktop, mobile" %}

{% include option.html value="desktop" %}
<ol type="a">
<li>Click your profile image or icon in the bottom left menu.</li>
<li>Click <b>Security</b>.</li>
<li>Click <b>Two-factor authentication</b>.</li>
<li>Save a copy of your backup codes. This step is critical! You will lose access to your account if you cannot use your authenticator app and do not have your recovery codes.</li>
<ul>
<li>Click <b>Download</b> to save a copy of your backup codes to your computer.</li>
<li>Click <b>Copy</b> to paste the codes into a document or other secure location.</li>
</ul>
<li>Click <b>Next</b>.</li>
<li>Download or open your authenticator app and connect it to Expensify by either:</li>
<ul>
<li>Scanning the QR code</li>
<li>Entering the code into your authenticator app</li>
</ul>
<li>Enter the 6-digit code from your authenticator app into Expensify and click <b>Verify</b>.</li>
</ol>
{% include end-option.html %}

{% include option.html value="mobile" %}
<ol type="a">
<li>Tap your profile image or icon at the bottom of the screen.</li>
<li>Tap <b>Security</b>.</li>
<li>Tap <b>Two-factor authentication</b>.</li>
<li>Save a copy of your backup codes. This step is critical! You will lose access to your account if you cannot use your authenticator app and do not have your recovery codes.</li>
<ul>
<li>Tap <b>Download</b> to save a copy of your backup codes to your device</li>
<li>Tap <b>Copy</b> to paste the codes into a document or other secure location.</li>
</ul>
<li>Tap <b>Next</b>.</li>
<li>Download or open your authenticator app and connect it to Expensify by either:</li>
<ul>
<li>Scanning the QR code</li>
<li>Entering the code into your authenticator app</li>
</ul>
<li>Enter the 6-digit code from your authenticator app into Expensify and tap <b>Verify</b>.</li>
</ol>

{% include end-option.html %}

{% include end-selector.html %}

</div>

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