New User FAQ

jbridges

Hello!

Is there a document or video I can be directed to that can serve as a quick set up for new users?

Lauren Schurr

Thanks for writing in, @jbridges!

Here's what I recommend for new users:

Self-paced learning:

• Admin training and resources — step-by-step guide covering the basics of expense reporting.
• community.expensify.com — searchable resources for best practices and troubleshooting.

Expensify-hosted Webinar:

• Employee Training Webinar — sign up for our webinar to learn the ins and outs of getting reimbursed.
• Admin Onboarding Webinar— to increase your knowledge of Expensify setup and administration.

Let me know if you have any other questions!

SBBSFlorida

The Employee Training Webinar link directs to settung up the initial account, not onboarding employees. I'd really like some sort of documentation to provide as we are rolling it out.

Katie Oswalt

HI there, @SBBSFlorida ! Can you try this link here?