A Copilot in Expensify allows you to access and manage another account with granted permissions, making it easy to assist with expenses and reports. Whether using the Expensify website or mobile app, switching to Copilot mode is effortless.

Switch to Copilot Mode

To switch to Copilot mode on the Expensify website:

1. Click your profile icon in the upper left.
2. Under Copilot Access, select the account you want to access.

When in Copilot mode, the Expensify header turns blue, and an airplane icon appears. To return to your own account, click your profile icon and select Return to your account.

To switch to Copilot mode in the mobile app:

1. Tap the menu icon in the top left.
2. Tap your profile icon.
3. Tap Switch to Copilot Mode and select the account.

An airplane icon indicates Copilot mode. To return to your account, follow the same steps and tap Return to your account.

FAQ

Can a Copilot’s secondary login be used to forward receipts?

Yes. A Copilot can forward receipts to the account they are co-piloting from any email address linked to their own Expensify account.

To ensure the receipt is sent to the correct account, email it to receipts@expensify.com and enter the copiloted account’s email in the subject line.

Can I add another Copilot to an account I’m co-piloting?

No. Only the account owner can assign additional Copilots.