Comment utiliser Expensify pour automatiser vos notes de frais en 2026 ?

Démarrage rapide

Ce guide couvre toutes les fonctionnalités d'Expensify :

• Commencer — Créer un compte et effectuer la configuration de base
• Comment utiliser le processus de gestion des dépenses — Track spending end to end without manual data entry
• Comment utiliser les notes de frais — Group expenses into tidy reports in under a minute
• Comment utiliser les offres de voyage — Book flights and hotels that sync back automatically
• Comment utiliser la carte Expensify — Get up to 2% cash back and automatic receipt matching
• Comment utiliser Easy Chats — Ask and answer expense questions without leaving the app
• Comment utiliser la numérisation des reçus — SmartScan pulls vendor, date, and amount from any photo
• Comment utiliser le paiement de factures et la facturation — Handle money going out and coming in from one place
• Comment utiliser les remboursements internationaux — Pay back staff abroad in their own currency
• Comment utiliser l'intégration avec d'autres logiciels — Connect QuickBooks, Xero, or NetSuite for real-time reconciliation

Temps nécessaire : 5 minutes par fonctionnalité

Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives

Pourquoi faire confiance à ce guide ?

I have run my own expenses through Expensify for two years. Every step here comes from real use, not a press kit.

Expensify is one of the best known expense management tools for businesses of any size.

Most users only ever scan receipts and stop there.

This Expensify step-by-step guide shows you how to use every part of the platform.

Short steps, real screenshots, and the shortcuts I actually use.

Le YouTube clips below come from my own account, not a vendor demo.

Tutoriel Expensify

This How to Use Expensify tutorial walks through the whole platform, from your first login to comptabilité synchroniser.

Expensify

Stop chasing paper receipts every month end. Expensify scans, codes, and submits expenses for you, then pays people back automatically. Paid plans start at $5 per member, per month.

ESSAYEZ EXPENSIFY MAINTENANT →

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Premiers pas avec Expensify

Expensify requires users to sign up before anything else works.

The whole setup takes about three minutes.

Here is my honest walkthrough of the first session:

Maintenant, décomposons chaque étape.

Étape 1 : Créez votre compte

Visit the Expensify website and click Sign Up.

Enter your email or phone number and set a password.

Choose whether this is an individual or entreprise compte.

✓ Point de contrôle: Vérifiez votre boîte de réception for the confirmation link.

Step 2: Access the App or Web Dashboard

Expensify works in any browser, and the mobile app covers iOS et Android.

Log in on whichever device you carry to meetings.

Voici à quoi cela ressemble :

✓ Point de contrôle: You should see recent transactions and pending reports.

Étape 3 : Créez votre premier espace de travail

Open Workspaces and click New Workspace.

Add your expense categories and set basic company policies here.

Invite employees so they can join and submit their own claims.

From here you can manage expenses for one person or a whole department.

Comment utiliser le processus de gestion des dépenses Expensify

Processus de gestion des dépenses lets you run your whole expense management process in one place instead of five spreadsheets.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrez votre espace de travail

Click Workspaces in the left menu.

Pick the workspace that holds your team’s expenses.

Step 2: Set Your Expense Categories

Open Categories and match them to your chart of accounts.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your categories appear as options on every new expense.

Step 3: Turn On Scheduled Submit

Scheduled Submit compiles and sends reports to your manager automatically.

Clean coding cuts review time, reducing the back-and-forth with finance every month.

Comment utiliser les notes de frais Expensify

Notes de frais lets you bundle loose expenses into clean expense reports your finance team will actually approve.

Voici comment l'utiliser étape par étape.

Étape 1 : Créer un nouveau rapport

Click Reports, then New Report.

Give it a name your manager will recognise later.

Step 2: Add Your Expenses

Select the expenses you want and add them to the report.

Voici à quoi cela ressemble :

✓ Point de contrôle: Expensify flags policy violations and duplicate entries before you submit.

Étape 3 : Soumettre pour examen

Hit Submit and the report moves to your approver.

The system checks each line against company policies, ensuring compliance before anyone approves expenses.

Comment utiliser les offres de voyage Expensify

Offres de voyage lets you book voyage and sync every booking straight into your expense reports.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrez l’onglet Voyage

Select Travel from the main navigation.

Step 2: Search and Compare Offers

Enter your dates and compare the trip offers shown.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your flight or hôtel shows up as a pending expense.

Step 3: Confirm the Booking

Book directly and the itinerary syncs to your account.

Comment utiliser Expensify ? Carte Expensify

Carte Expensify lets you earn cash back while receipts attach themselves to each swipe.

Voici comment l'utiliser étape par étape.

Step 1: Apply From the Cards Menu

Open Cards and request the Expensify Card.

Approval runs on your business bank balance.

Step 2: Assign Cards to Employees

Issue a card and set a monthly limit per person.

Voici à quoi cela ressemble :

✓ Point de contrôle: Card transactions show in the dashboard within seconds.

Step 3: Review Live Transactions

Each swipe appears immédiatement with a receipt request attached.

Comment utiliser les conversations faciles d'Expensify

Discussions faciles lets you settle expense questions in a chat thread instead of a long email chain.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrir le panneau de discussion

Click the chat icon beside any report.

Step 2: Mention the Right Person

Type @ and select your manager or approver.

Voici à quoi cela ressemble :

✓ Point de contrôle: The thread sits permanently on that report for future reference.

Step 3: Attach Context

Drop the receipt or invoices into the thread as proof.

The same chat functionality works in the mobile app, so answers reach you between meetings.

How to Use Expensify Receipt Scanner

Numérisation des reçus lets you turn a photo of a crumpled receipt into a coded expense in seconds.

Voici comment l'utiliser étape par étape.

Step 1: Snap the Receipt

Open the mobile app and tap the green camera button.

SmartScan technology extracts the vendor, date, and amount for you.

Step 2: Forward Digital Receipts

Email PDF receipts to receipts@expensify.com from your registered address.

Voici à quoi cela ressemble :

✓ Point de contrôle: The receipt appears as a coded expense with the image attached.

Step 3: Confirm the Details

Check the scanned fields and adjust the category if needed.

Comment utiliser le service de paiement et de facturation d'Expensify

Paiement des factures et facturation lets you pay vendor bills and send client invoices from the same system.

Voici comment l'utiliser étape par étape.

Step 1: Forward the Vendor Bill

Send the bill to your workspace email address.

Step 2: Route It for Approval

The bill follows the same approval workflows as expenses.

Voici à quoi cela ressemble :

✓ Point de contrôle: The invoice status updates from sent to paid on its own.

Étape 3 : Créer et envoyer une facture

Open Invoices, add line items, and send it directly to your client.

Comment utiliser les remboursements internationaux d'Expensify

Remboursements globaux lets you reimburse employees in other countries without wiring money manually.

Voici comment l'utiliser étape par étape.

Step 1: Verify Your Bank Account

Connect and verify the business account you will pay from.

Step 2: Enable Global Reimbursement

Switch it on in workspace settings and pick the countries you need.

Voici à quoi cela ressemble :

✓ Point de contrôle: The report status changes to Reimbursed with a payment date.

Step 3: Approve and Pay

Approve expenses and click Reimburse to release funds.

Expensify absorbs the currency complexities, so your team never handles a manual wire form.

Comment utiliser l'intégration d'Expensify avec d'autres logiciels

Intégration avec d'autres logiciels lets you sync approved spending into your accounting software without exporting a single file.

Voici comment l'utiliser étape par étape.

Step 1: Open the Connections Tab

Go to workspace settings and select Accounting.

Step 2: Authorise Your Accounting Tool

Choose QuickBooks, Xero, or NetSuite and log in to authorise access.

Voici à quoi cela ressemble :

✓ Point de contrôle: A test expense appears in your accounting software within minutes.

Étape 3 : Cartographiez vos champs

Match Expensify categories to your existing accounts and classes.

One connection is enough to streamline how financial data moves between the two systems.

Astuces et raccourcis pour les pros d'Expensify

After two years on the platform, these are the tips I give every new user.

They let you focus on the work instead of the paperwork.

Raccourcis clavier

Fonctionnalités cachées que la plupart des gens ignorent

• GPS mileage tracking: Track mileage from your phone and it calculates reimbursement at current IRS rates.
• Smart Policy Enforcement: Flags spending violations and missing documentation before a report ever reaches your manager.
• Budget alerts: Set budgets per category and get real-time warnings when a department overspends.
• Tailored reports: Filter the dashboard by project, date, or person to identify trends in your financial operations.

The benefits view below is worth checking during setup:

Erreurs courantes à éviter avec Expensify

Mistake #1: Saving Receipts for Month End

Mistake #2: Inventing Categories on the Fly

Mistake #3: Skipping the Approval Setup

Dépannage Expensify

Problem: SmartScan Returns the Wrong Amount

Cause: Faded thermal paper or a folded receipt confuses the scan.

Réparer: Flatten the receipt, use good light, and edit the amount manually if accuracy still slips.

Problem: Expenses Are Not Syncing to Accounting Software

Cause: A category exists in Expensify that has no matching account in QuickBooks ou Xero.

Réparer: Open the connections tab and remap the unmatched categories, then re-run the sync.

Problem: Reimbursement Is Stuck as Pending

Cause: The business bank account has not finished verification.

Réparer: Confirm the micro-deposits in your bank, then release the payment again.

📌 Note: If none of these fix your issue, contact Expensify support.

Qu'est-ce qu'Expensify ?

Expensify is an expense management platform that automates how businesses track and reimburse spending.

Think of it like a finance assistant that reads every receipt for you.

Regardez ce bref aperçu :

Il comprend les fonctionnalités clés suivantes :

• Processus de gestion des dépenses : Handles capture, coding, and approval in one connected workflow.
• Notes de frais : Compiles multiple expenses into one submission with violation flags built in.
• Offres de voyage : Books travel inside the platform and pulls itineraries into expenses.
• Carte Expensify : A Visa Commercial Card with cash back and real-time coding.
• Conversations faciles : Built-in chat attached to every report, expense, and workspace.
• Numérisation des reçus : SmartScan technology reads receipts and codes them automatically.
• Paiement des factures et facturation : Vendor bill payment plus client invoicing with tracked status.
• Remboursements globaux : Direct reimbursement to international bank accounts.
• Intégration avec d'autres logiciels : Two-way sync with QuickBooks, Xero, NetSuiteet plus encore.

Sécurité matters here too. Expensify keeps enterprise-grade protection and supports two-factor authentication on every account.

Pour une analyse complète, consultez notre Avis sur Expensify.

Tarification d'Expensify

Voici le coût d'Expensify en 2026 :

Paid plans are simple, starting at $5 per member, per month.

Essai gratuit : Yes. You can test the paid features before paying anything.

Garantie de remboursement : No formal guarantee, but plans are billed monthly and cancellable.

💰 Meilleur rapport qualité-prix : Collect at $5/member/month — it covers the daily process for most small businesses.

Pair it with the Expensify Card and cash back can cut your bill by up to 50%.

Expensify vs Alternatives

Comment Expensify se compare-t-il aux autres concurrents ? Voici un aperçu du paysage concurrentiel :

Sélection rapide :

• Meilleur résultat global : Expensify — fastest path from receipt to reimbursement.
• Meilleur budget : Vague — free invoicing and books for solo operators.
• Idéal pour les débutants : QuickBooks — familiar interface and endless tutorials.
• Idéal pour les entreprises : NetSuite — full ERP depth across finance and projects.

🎯 Alternatives à Expensify

Vous cherchez des alternatives à Expensify ? Voici les meilleures options :

• 🚀 Puzzle IO : Automated accounting built for venture-backed startups that want real-time books.
• 💰 Dext : Strong document capture for bookkeepers handling many client files at once.
• 🎨 Xero : Full double-entry accounting with bank feeds and a large app marketplace.
• ⚡ Synder : Syncs Stripe, Shopify, and PayPal sales into your accounting software.
• 🔒 Fin de mois facile : Keeps your month-end close organised with structured task tracking.
• 🧠 Docyt : IA comptabilité aimed at multi-location businesses with heavy transaction volume.
• 👶 Sage: Long-standing accounting suite with a free individual tier to start on.
• 🏢 Livres Zoho: Solid accounting that fits neatly beside the rest of the Zoho suite.
• 🔧 Vague: Free invoicing and accounting for travailleurs indépendants watching every dollar.
• 🌟 Hubdoc: Pulls statements and bills from suppliers automatically each month.
• ⭐ QuickBooks : The default accounting choice for a huge share of US small businesses.
• 🎯 Saisie automatique : Cheap, accurate extraction of invoices and receipts for comptables.
• 💼 FreshBooks : Facturation et suivi du temps aimed squarely at service businesses.
• 📊 NetSuite : Full enterprise ERP covering finance, inventory, and reporting at scale.

Pour la liste complète, consultez notre Alternatives Expensify guide.

⚔️ Comparaison avec Expensify

Voici comment Expensify se compare à chacun de ses concurrents :

• Expensify contre Puzzle E/S : Puzzle IO handles the ledger itself. Expensify wins on receipts, cards, and reimbursement.
• Expensify contre Dext: Dext is a capture tool. Expensify adds cards, approval workflows, and payments on top.
• Expensify contre Xero: Xero keeps the books. Expensify feeds it clean expense data, so most teams run both.
• Expensify contre Synder: Synder is built for sales data. Expensify is built for employee spending.
• Expensify vs Easy Month End: Easy Month End manages the close. Expensify manages the expenses feeding into it.
• Expensify contre Docyt: Docyt costs far more per month. Expensify is cheaper for pure expense management.
• Expensify contre Sage: Sage runs your accounts. Expensify handles the receipts and mileage Sage never sees.
• Expensify contre Zoho Books: Zoho Books bundles more modules. Expensify beats it on mobile receipt scanning.
• Expensify vs Wave: Wave is free but basic. Expensify adds cards, policies, and approval routing.
• Expensify vs Hubdoc: Hubdoc only collects documents. Expensify also reimburses and enforces company policies.
• Expensify contre QuickBooks: QuickBooks is accounting software. Expensify is an expense management platform that syncs into it.
• Expensify vs AutoEntry: AutoEntry extracts data only. Expensify covers the full submit-and-reimburse process.
• Expensify contre FreshBooks: FreshBooks is better at billing clients. Expensify is better at controlling staff spending.
• Expensify contre NetSuite : NetSuite is a whole ERP. Expensify plugs into it as the expense layer.

Commencez à utiliser Expensify dès maintenant

Vous avez appris à utiliser toutes les principales fonctionnalités d'Expensify :

• ✅ Processus de gestion des dépenses
• ✅ Notes de frais
• ✅ Offres de voyage
• ✅ Carte Expensify
• ✅ Discussions faciles
• ✅ Numérisation des reçus
• ✅ Paiement de factures et facturation
• ✅ Remboursements internationaux
• ✅ Intégration avec d'autres logiciels

Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.

La plupart des gens commencent par scanner les reçus.

It takes less than five minutes and removes the worst part of the job.

Foire aux questions

Comment puis-je soumettre mes notes de frais via Expensify ?

Add your expenses to a report, then click Submit. The report routes to your approver automatically. Scheduled Submit can do this for you every week.

Expensify est-il facile à apprendre ?

Yes. Most users scan their first receipt within minutes. Approval workflows and integrations take a little longer, but the core process is simple.

Quel est le moyen le plus simple de conserver ses reçus ?

Snap each receipt with the mobile app straight after paying. SmartScan technology reads the details, so nothing depends on you remembering later.

Comment démarrer avec Expensify ?

Visit the site and click Sign Up. Enter your email or phone number, choose individual or business, then create your first workspace.

Comment utiliser Expensify ?

Scan receipts, group them into expense reports, and submit for approval. Connect your accounting software so approved spending syncs automatically.