Expensify.org/hunger SNAP campaign status
We’re no longer accepting new participants as our focus is on reimbursing existing claims. While we’re unable to provide a specific timeline on when your report will be reimbursed, we’re doing our best to drive donations and keep reimbursements moving forward. If you know anyone who can donate to this campaign please encourage them to enable Personal or Corporate Karma on their Expensify account.

Expensify’s Partner Support Methodology

Michael HaxhiuMichael Haxhiu Expensify Customer, Expensify Team Posts: 41 Expensify Team

With the ExpensifyApproved! Partner Program, you receive discounts, training, and support from our product specialists. Whether you work for a Top 10 firm or you're an independent bookkeeper, managing your clients' receipts and expenses has never been easier.

Alongside our partner support methodology, we recommend reviewing the Community posts on Best Practices for Client Setup as well as Expensify's Setup & Support Methodology. These will provide helpful context on how to set up clients and work with our product specialists.

Common questions about ExpensifyApproved! Support

We’ve developed a number of support resources to serve our partners, listed below. These resources should serve as your first stop for partner and client training, one-off questions, and deeper learning. We highly encourage partners to explore these resources to understand the inner workings of Expensify, best practices, and speedy troubleshooting.

If you’re a new or aspiring partner then your first stop should be to complete the ExpensifyApproved! University training. This training course certifies you as an ExpensifyApproved! Accountant which grants you a free account and discounts for clients.

Training resources:

Client implementation:

Asking questions:

What’s the best way to get support as a partner?
We believe that hands-on experience is the best way to learn something new. That's why our trained Expensify Guides are there to answer any questions ahead of setup and assist in navigating setup choices at any pace you’d like. Check out Expensify's Setup & Support Methodology for more information on our Guides!

What if I have a question after setup?
Beyond setup support, Concierge is here to support you with any ad hoc questions. Start up a conversation with Concierge via in-app chat, available on the web and mobile app to get any question you may have answered. You can also get in contact with a product specialist by emailing [email protected] Check out this Deep Dive for more information on Concierge!

Do you work with my clients directly?
Yes! We absolutely work with your clients directly. We assist with client implementations directly, which is especially helpful for partners that are new to Expensify. When it comes to support, we encourage you to have your clients reach out to our support team directly whenever they have a question. Like you, they can reach out to Concierge. We recognize that we will always be the experts on Expensify, and are more than happy to provide the answers they are looking for.

We also acknowledge that because of your relationship with your clients, they will likely reach out to you first with questions. Never fear, we have plenty of help documentation, an incredibly active Customer Community, robust training/certification, and a team of specialists ready to assist you with your clients’ questions.

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