Set Up Checklist

Cortney Ofstad
Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 173 Expensify Team

Phase 1 — Implementation/Policy Setup 

Phase 2 — Encourage Activity/Collect Feedback 

  1. Implementation Call with Implementation Team — Q&A with admin team and walk through best practices.
  2. Test export of expense report in accounting software.
  3. Invite test users to policy-send out training links to see what questions arise
  4. Assign out company credit cards
  5. Set up a business bank account to reimburse employees
  6. Collect feedback from users

Phase 3 — Roll Out Expensify

  1. Send internal email notifying users of move to Expensify — here is a great user guide with links to live weekly employee webinars/trainings.
  2. Invite the rest of the company to the policy. 
  3. Hold a company training.

Phase 4-Add a billing card/final questions

  1. The policy owner will add a billing card
  2. Optional call with implementations team to walk through any questions from training 
  3. In product chat/email support