クイックスタート
このガイドでは、Expensifyのすべての機能について説明します。
- はじめる — アカウント作成と基本設定
- 経費管理プロセスの使い方 — Track spending end to end without manual data entry
- 経費報告書の使い方 — Group expenses into tidy reports in under a minute
- 旅行特典の利用方法 — Book flights and hotels that sync back automatically
- Expensifyカードの使い方 — Get up to 2% cash back and automatic receipt matching
- Easy Chatsの使い方 — Ask and answer expense questions without leaving the app
- レシートスキャン機能の使い方 — SmartScan pulls vendor, date, and amount from any photo
- 請求書支払いと請求書発行の使い方 — Handle money going out and coming in from one place
- グローバル払い戻しの利用方法 — Pay back staff abroad in their own currency
- 他のソフトウェアとの連携方法 — Connect QuickBooks, Xero, or NetSuite for real-time reconciliation
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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.
その ユーチューブ clips below come from my own account, not a vendor demo.
Expensifyチュートリアル
This How to Use Expensify tutorial walks through the whole platform, from your first login to 会計 同期。
エクスペンシファイ
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.
Expensifyの利用開始
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:
それでは、各ステップを詳しく見ていきましょう。
ステップ1：アカウントを作成する
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 仕事 アカウント。
✓ チェックポイント: チェックしてください 受信トレイ for the confirmation link.
Step 2: Access the App or Web Dashboard
Expensify works in any browser, and the mobile app covers iOS そしてAndroid。
Log in on whichever device you carry to meetings.
これがその様子です。
✓ チェックポイント: You should see recent transactions and pending reports.
ステップ3：最初のワークスペースを作成する
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.
✅ 完了: これで、以下のすべての機能をご利用いただけます。
Expensify経費管理プロセスの使い方
経費管理プロセス lets you run your whole expense management process in one place instead of five spreadsheets.
以下に、その使用方法をステップごとに説明します。
ステップ1：ワークスペースを開く
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Every expense now lands in the right bucket the moment it is created.
💡 プロのヒント: Set the same categories across departments 早い. Consistent coding is what makes later reports accurate.
Clean coding cuts review time, reducing the back-and-forth with finance every month.
Expensifyの経費精算レポートの使い方
経費報告書 lets you bundle loose expenses into clean expense reports your finance team will actually approve.
以下に、その使用方法をステップごとに説明します。
ステップ1：新しいレポートを作成する
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.
これがその様子です。
✓ チェックポイント: Expensify flags policy violations and duplicate entries before you submit.
ステップ3：審査のために提出する
Hit Submit and the report moves to your approver.
✅ 結果: You have a submitted report with a clear 監査 trail attached.
💡 プロのヒント: Fix flagged items before submitting. Reports with zero violations get approved far faster.
The system checks each line against company policies, ensuring compliance before anyone approves expenses.
Expensifyの旅行プランの使い方
旅行のオファー lets you book 旅行 and sync every booking straight into your expense reports.
以下に、その使用方法をステップごとに説明します。
ステップ1：旅行タブを開く
Select Travel from the main navigation.
Step 2: Search and Compare Offers
Enter your dates and compare the trip offers shown.
これがその様子です。
✓ チェックポイント: Your flight or ホテル shows up as a pending expense.
Step 3: Confirm the Booking
Book directly and the itinerary syncs to your account.
✅ 結果: Travel spending is captured before you even leave the office.
💡 プロのヒント: Book through the travel tab rather than an outside site. It saves you re-entering the receipt later.
Expensifyカードの使い方
エクスペンシファイカード lets you earn cash back while receipts attach themselves to each swipe.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: Card transactions show in the dashboard within seconds.
Step 3: Review Live Transactions
Each swipe appears 即座に with a receipt request attached.
✅ 結果: You earn up to 2% cash back on all USD spend.
💡 プロのヒント: The cash back can cut your monthly bill by up to 50%. It effectively pays for the subscription.
Expensify Easy Chatsの使い方
簡単なチャット lets you settle expense questions in a chat thread instead of a long email chain.
以下に、その使用方法をステップごとに説明します。
ステップ1：チャットパネルを開く
Click the chat icon beside any report.
Step 2: Mention the Right Person
Type @ and select your manager or approver.
これがその様子です。
✓ チェックポイント: The thread sits permanently on that report for future reference.
Step 3: Attach Context
Drop the receipt or invoices into the thread as proof.
✅ 結果: Questions get resolved without anyone digging through past emails.
💡 プロのヒント: Ask about a rejection inside the report chat. The reviewer sees the expense and your 質問 一緒に。
The same chat functionality works in the mobile app, so answers reach you between meetings.
How to Use Expensify Receipt Scanner
レシートスキャン lets you turn a photo of a crumpled receipt into a coded expense in seconds.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You can say goodbye to typing amounts off paper slips.
💡 プロのヒント: Scan at the table, not at month end. Receipts scanned late are the main source of errors.
Expensifyの請求書支払いと請求書作成機能の使い方
請求書の支払いと請求書発行 lets you pay vendor bills and send client invoices from the same system.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: The invoice status updates from sent to paid on its own.
ステップ3：請求書を作成して送信する
Open Invoices, add line items, and send it directly to your client.
✅ 結果: Payables and receivables sit next to your expense データ.
💡 プロのヒント: Set a default payment term on invoices. Chasing late clients gets much easier with a fixed due date.
Expensify Global Reimbursmentsの使い方
グローバル償還 lets you reimburse employees in other countries without wiring money manually.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: The report status changes to Reimbursed with a payment date.
Step 3: Approve and Pay
Approve expenses and click Reimburse to release funds.
✅ 結果: Overseas employees get paid on the same schedule as local staff.
💡 プロのヒント: Ask remote staff to confirm bank details once a year. Stale details cause most failed payments.
Expensify absorbs the currency complexities, so your team never handles a manual wire form.
Expensifyと他のソフトウェアの連携方法
他のソフトウェアとの統合 lets you sync approved spending into your accounting software without exporting a single file.
以下に、その使用方法をステップごとに説明します。
Step 1: Open the Connections Tab
Go to workspace settings and select Accounting.
Step 2: Authorise Your Accounting Tool
Choose QuickBooks, ゼロ, or NetSuite and log in to authorise access.
これがその様子です。
✓ チェックポイント: A test expense appears in your accounting software within minutes.
ステップ3：畑をマッピングする
Match Expensify categories to your existing accounts and classes.
✅ 結果: Your books stay up to date without any manual export.
💡 プロのヒント: Map categories before importing history. Remapping after a large sync is slow and painful.
One connection is enough to streamline how financial data moves between the two systems.
Expensifyのプロ向けヒントとショートカット
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.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| 検索を開く | Ctrl + K |
| 新たな費用を作成する | Ctrl + Shift + N |
| Jump to chat | Ctrl + J |
| Submit current report | Ctrl + Enter |
ほとんどの人が見逃す隠れた機能
- 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:
高額な出費を避けるためのよくある間違い
Mistake #1: Saving Receipts for Month End
❌ 間違い: Stuffing receipts in a drawer and scanning them all in one painful evening.
✅ 右: Snap each receipt at the table. SmartScan technology handles the rest in seconds.
Mistake #2: Inventing Categories on the Fly
❌ 間違い: Letting every employee type their own category names into the system.
✅ 右: Establish a fixed category list that matches your accounting software exactly.
Mistake #3: Skipping the Approval Setup
❌ 間違い: Approving everything yourself and creating a bottleneck across departments.
✅ 右: Build approval workflows with rules that route expenses to the right manager.
Expensifyのトラブルシューティング
Problem: SmartScan Returns the Wrong Amount
原因： Faded thermal paper or a folded receipt confuses the scan.
修理： Flatten the receipt, use good light, and edit the amount manually if accuracy still slips.
Problem: Expenses Are Not Syncing to Accounting Software
原因： A category exists in Expensify that has no matching account in クイックブックス またはXero。
修理： Open the connections tab and remap the unmatched categories, then re-run the sync.
Problem: Reimbursement Is Stuck as Pending
原因： The business bank account has not finished verification.
修理： Confirm the micro-deposits in your bank, then release the payment again.
📌 注記： If none of these fix your issue, contact Expensify support.
Expensifyとは何ですか?
エクスペンシファイ is an expense management platform that automates how businesses track and reimburse spending.
Think of it like a finance アシスタント that reads every receipt for you.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- 経費管理プロセス： Handles capture, coding, and approval in one connected workflow.
- 経費報告書： Compiles multiple expenses into one submission with violation flags built in.
- 旅行プラン： Books travel inside the platform and pulls itineraries into expenses.
- Expensifyカード： A Visa Commercial Card with cash back and real-time coding.
- 簡単なチャット： Built-in chat attached to every report, expense, and workspace.
- レシートのスキャン： SmartScan technology reads receipts and codes them automatically.
- 請求書の支払いと発行： Vendor bill payment plus client invoicing with tracked status.
- グローバルな医療費償還制度： Direct reimbursement to international bank accounts.
- 他のソフトウェアとの統合: Two-way sync with QuickBooks, Xero, ネットスイート、などなど。
安全 matters here too. Expensify keeps enterprise-grade protection and supports two-factor authentication on every account.
詳細なレビューについては、こちらをご覧ください。 Expensifyのレビュー.
エクスペンシファイの価格
Expensifyの2026年の料金は以下のとおりです。
Paid plans are simple, starting at $5 per member, per month.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 集める | 1人あたり月額5ドル | Small teams that need scanning, reports, and reimbursement |
| コントロール | 月額9ドル/人から | Larger businesses needing multi-level approval and NetSuite sync |
無料トライアル: Yes. You can test the paid features before paying anything.
返金保証: No formal guarantee, but plans are billed monthly and cancellable.
💰 最もお得な価格: 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と代替案の比較
Expensifyは他社と比べてどうでしょうか？競合状況は以下のとおりです。
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| エクスペンシファイ | 費用 オートメーション | 月額5ドル | ⭐ 4.1 |
| パズルIO | スタートアップ会計 | 月額0ドル | ⭐ 3.5 |
| デクスト | レシートのキャプチャ | 月額25.21ドル | ⭐ 4.3 |
| ゼロ | 中小企業 books | 月額5.80ドル | ⭐ 4.5 |
| シンダー | Eコマース同期 | 月額52ドル | ⭐ 4.1 |
| 楽な月末 | Close checklists | 月額45ドル | ⭐ 3.8 |
| ドシット | 人工知能 簿記 | 月額299ドル | ⭐ 4.0 |
| セージ | Established firms | 無料/月 | ⭐ 4.2 |
おすすめ商品：
- 総合ベスト： Expensify — fastest path from receipt to reimbursement.
- ベスト予算： 波 — free invoicing and books for solo operators.
- 初心者におすすめ： QuickBooks — familiar interface and endless tutorials.
- 企業向けに最適： NetSuite — full ERP depth across finance and projects.
🎯 Expensifyの代替案
Expensifyの代替サービスをお探しですか？おすすめのサービスはこちらです。
- 🚀 パズルIO: Automated accounting built for venture-backed startups that want real-time books.
- 💰 デクスト： Strong document capture for bookkeepers handling many client files at once.
- 🎨 ゼロ： Full double-entry accounting with bank feeds and a large app marketplace.
- ⚡ スナイダー： Syncs Stripe, Shopify, and PayPal sales into your accounting software.
- 🔒 楽な月末: Keeps your month-end close organised with structured task tracking.
- 🧠 ドシット: 人工知能 簿記 aimed at multi-location businesses with heavy transaction volume.
- 👶 セージ： Long-standing accounting suite with a free individual tier to start on.
- 🏢 Zohoブックス: Solid accounting that fits neatly beside the rest of the Zoho suite.
- 🔧 波： Free invoicing and accounting for フリーランサー watching every dollar.
- 🌟 ハブドック: Pulls statements and bills from suppliers automatically each month.
- ⭐ クイックブックス: The default accounting choice for a huge share of US small businesses.
- 🎯 自動入力: Cheap, accurate extraction of invoices and receipts for 会計士.
- 💼 フレッシュブックス: 請求書発行と 時間追跡 aimed squarely at service businesses.
- 📊 ネットスイート: Full enterprise ERP covering finance, inventory, and reporting at scale.
全リストについては、こちらをご覧ください。 Expensifyの代替品 ガイド。
⚔️ Expensify を比較
Expensifyと各競合他社との比較は以下のとおりです。
- Expensify vs Puzzle IO: Puzzle IO handles the ledger itself. Expensify wins on receipts, cards, and reimbursement.
- Expensify vs Dext: Dext is a capture tool. Expensify adds cards, approval workflows, and payments on top.
- Expensify vs. Xero: Xero keeps the books. Expensify feeds it clean expense data, so most teams run both.
- Expensify vs 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 vs Docyt: Docyt costs far more per month. Expensify is cheaper for pure expense management.
- Expensify vs Sage: Sage runs your accounts. Expensify handles the receipts and mileage Sage never sees.
- Expensify vs 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とQuickBooksの比較: 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 vs FreshBooks: FreshBooks is better at billing clients. Expensify is better at controlling staff spending.
- ExpensifyとNetSuiteの比較： NetSuite is a whole ERP. Expensify plugs into it as the expense layer.
今すぐExpensifyを使い始めましょう
Expensifyの主要な機能をすべて使いこなせるようになりました。
- ✅ 経費管理プロセス
- ✅ 経費報告書
- ✅ 旅行プラン
- ✅ エクスペンシファイカード
- ✅ 簡単なチャット
- ✅ レシートのスキャン
- ✅ 請求書支払いと請求書発行
- ✅ グローバルな払い戻し
- ✅ 他のソフトウェアとの連携
次のステップ： どれか一つの機能を選んで、今すぐ試してみてください。
ほとんどの人はレシートのスキャンから始めます。
It takes less than five minutes and removes the worst part of the job.
よくある質問
Expensifyを使って経費を申請するにはどうすればよいですか？
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は習得しやすいですか？
Yes. Most users scan their first receipt within minutes. Approval workflows and integrations take a little longer, but the core process is simple.
領収書を管理する一番簡単な方法は何ですか？
Snap each receipt with the mobile app straight after paying. SmartScan technology reads the details, so nothing depends on you remembering later.
Expensifyを使い始めるにはどうすればいいですか？
Visit the site and click Sign Up. Enter your email or phone number, choose individual or business, then create your first workspace.
Expensifyの使い方を教えてください。
Scan receipts, group them into expense reports, and submit for approval. Connect your accounting software so approved spending syncs automatically.
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