Overview

For a quick snapshot of how Expensify Chat works, and New Expensify in general, check out our website!

What’s Expensify Chat?

Expensify Chat is an instant messaging and payment platform. You can manage all your payments, wether for business or personal, and discuss the transactions themselves.

With Expensify Chat, you can start a conversation about that missing receipt your employee forgot to submit or chat about splitting that electric bill with your roommates. Expensify makes sending and receiving money as easy as sending and receiving messages. Chat with anyone directly, in groups, or in rooms.

Getting started

Download New Expensify from the App Store or Google Play to use the chat function. You can also access your account at new.expensify.com from your favorite web browser.

After downloading the app, log into your new.expensify.com account (you’ll use the same login information as your Expensify Classic account). From there, you can customize your profile and start chatting.

How to send messages

1. Click + then Send message in New Expensify
2. Choose Chat
3. Search for any name, email or phone number
4. Select the individual to begin chatting

How to create a group

1. Click +, then Send message in New Expensify
2. Search for any name, email or phone number
3. Click Add to group
4. Group participants are listed with a green check
5. Repeat steps 1-3 to add more participants to the group
6. Click Create chat to start chatting

How to create a room

1. Click +, then Send message in New Expensify
2. Click Room
3. Enter a room name that doesn’t already exist on the intended Workspace
4. Choose the Workspace you want to associate the room with.
5. Choose the room’s visibility setting:
6. Private: Only people explicitly invited can find the room*
7. Restricted: Workspace members can find the room*
8. Public: Anyone can find the room

*Anyone, including non-Workspace Members, can be invited to a Private or Restricted room.

How to invite and remove members

You can invite people to a Group or Room by @mentioning them or from the Members pane.

Mentions:

1. Type @ and start typing the person’s name or email address
2. Choose one or more contacts
3. Input message, if desired, then send

Members pane invites:

1. Click the Room or Group header
2. Select Members
3. Click Invite
4. Find and select any contact/s you’d like to invite
5. Click Next
6. Write a custom invitation if you like
7. Click Invite

Members pane removals:

1. Click the Room or Group header
2. Select Members
3. Find and select any contact/s you’d like to remove
4. Click Remove
5. Click Remove members

How to format text

• To italicize your message, place an underscore on both sides of the text: text
• To bold your message, place an asterisk on both sides of the text: text
• To strikethrough your message, place a tilde on both sides of the text: ~text~
• To turn your message into code, place a backtick on both sides of the text: text
• To turn your text into a blockquote, add an angled bracket (>) in front of the text:

  your text

• To turn your message into a heading, place a number sign (#) in front of the text:

  Heading

• To turn your entire message into code block, place three backticks on both sides of the text:

  here's some text 
  and even more text
  

Message actions

If you mouse-over a message (or long-press on mobile), you will see the action menu. This allows you to add a reaction, start a thread, copy the link, mark it as unread, edit your own message, delete your own message, or flag it as offensive.

Add a reaction: React with an emoji to the message Start a thread: Start a thread by responding to the message instead of replying in the parent room Copy the link: Share the message link with people who have access (i.e. Group or Room members). Note: Anyone can access messages in Public rooms Mark is as unread: This will highlight the message in your left hand menu Edit message: You can edit your own messages anytime. When you edit a message it will show as edited Delete message: Deleting a message will remove it entirely for all viewers Flag as offensive: Flagging a message as offensive escalates it to Expensify’s internal moderation team for review. The person who sent the message will be notified anonymously of the flag and the moderation team will decide what further action is needed

Workspace chat rooms

In addition to 1:1 and group chat, members of a Workspace will have access to two additional rooms; the #announce and #admins rooms. All Workspace members are added to the #announce room by default. The #announce room lets you share important company announcements and have conversations between Workspace members.

All Workspace admins can access the #admins room. Use the #admins room to collaborate with the other admins on your Workspace, and chat with your dedicated Expensify Setup Specialist. If you have a subscription of 10 or more members, you’re automatically assigned an Account Manager. You can ask for help and collaborate with your Account Manager in this same #admins room. Anytime someone on your team, your dedicated Setup Specialist, or your dedicated account manager makes any changes to your Workspace settings, that update is logged in the #admins room.

Deep Dive

Flagging content as offensive

In order to maintain a safe community for our members, Expensify provides tools to report offensive content and unwanted behavior in Expensify Chat. If you see a message (or attachment/image) from another member that you’d like our moderators to review, you can flag it by clicking the flag icon in the message context menu (on desktop) or holding down on the message and selecting “Flag as offensive” (on mobile).

Once the flag is selected, you will be asked to categorize the message (such as spam, bullying, and harassment). Select what you feel best represents the issue is with the content, and you’re done - the message will be sent off to our internal team for review.

Depending on the severity of the offense, messages can be hidden (with an option to reveal) or fully removed, and in extreme cases, the sender of the message can be temporarily or permanently blocked from posting.

You will receive a whisper from Concierge any time your content has been flagged, as well as when you have successfully flagged a piece of content.

Note: Any message sent in public chat rooms are automatically reviewed by an automated system looking for offensive content and sent to our moderators for final decisions if it is found.