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, Reports, Workspaces, and Account settings.
This guide explains where to find each tab and what it’s used for.
Where to find 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
- Reports
- 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, Reports, or Workspaces as needed.
For a full breakdown of what appears on Home, see the Expensify Home Overview article.
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 Reports tab is used for
Reports is where you view and filter expense reports.
From Reports, you can:
- View all reports you have access to
- Apply filters
- 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 People
- Enable features under More features
- Configure workflows
- Connect accounting integrations under Accounting
- Manage categories and tags
Use Workspaces for company and team configuration.
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 browse Expensify’s help site
- 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.
Using the Receipt and Create buttons
In addition to the navigation tabs, you’ll see two primary action buttons:
- The green Receipt 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 Receipt and Create buttons are available from all screens so you can quickly take action.
How to navigate 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 Reports 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 Receipt button do?
The green Receipt 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.
