Best practice onboarding new client

Bryan_Wolfe

Good day. First time user and part of the accountant program. I completed the tutorial to get certified and seem to need more direction on creating and onboarding my client. Thanks in advance for any helpful links.

Regards

Bryan

Maddy Lewis

Hi there, @Bryan_Wolfe! Thanks for writing into the Community!

I'm glad to hear you completed ExpensifyApproved! University. That is a solid first step. Now that you're onboarding a client, I wanted to first point you in the direction of our ExpensifyApproved! Best Practice Guides. These lay out some best practices that will help you correctly configure your client policies right off the bat!

I also want to encourage you to sign up for the Admin Onboarding Webinar. This is another great resource that covers the basics of configuring and managing policies in Expensify.

I hope that helps, but let me know if you have any other questions!