Expensify’s Partner Support Methodology

Michael Haxhiu
Michael Haxhiu Expensify Customer, Expensify Team Posts: 87 Expensify Team

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

Alongside our partner support methodology, we recommend reviewing the Best Practices for Client Setup as well as Expensify's Setup & Support Methodology. They 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?
You can message concierge@expensify.com (or use the in-app chat). If you are a new partner and setting up, you can also request a call with an Expensify Guide from your Inbox tasks. 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 concierge@expensify.com. 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 Concierge team directly whenever they have a question. 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. We have plenty of help documentation, an incredibly active Customer Community, and robust training (including CPA credits), and a team of specialists ready to assist you with your client questions.

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