Set Up Checklist

Cortney Ofstad

Phase 1 — Implementation/Policy Setup 

• Decide on email to manage Expensify- We recommend using a generic department email, such as  or , that way you can pass credentials in the future in case there is turnover. This needs to be a real email address that can receive emails.
• Create a policy — Do this from the , or  is a step by step guide.
• Connect to your accounting software —
• Xero
• QuickBooks Online
• QuickBooks Desktop
• NetSuite (Token)
• NetSuite (SSO)
• Intacct (Role Based, Expense Reports)
• Intacct (Role Based, Vendor Bills)
• Intacct (User Based, Expense Reports)
• FinancialForce (PSA/SRP)
• FinancialForce (FFA)
• Setup company cards — instructions for this are found here

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