Is there a webinar specifically on financial force integration?

Marianne_FCSB21
Marianne_FCSB21 Expensify Customer Posts: 2
in 3rd party integrations

Is there a webinar specifically on financial force integration? I'd like to see how this looks in Financial Force once a report is exported from expensify. We have a complex set up with a number of currencies, VAT set ups and multiple entities.

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  • Jason Li
    Jason Li Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 231 Expensify Team

    Hi @Marianne_FCSB21 - we currently don't have a Financial Force specific webinar (our webinars aren't accounting program specific), but we do have some information about the integration here. We do have videos for FFA and PSA that we share to users that request them.

    Have you set up a Policy in Expensify? If so, I'd recommend navigating to your Inbox to check out the easy set-up tasks, which will guide you through connecting Financial Force. If you get stuck, feel free to use the "Call Me" button and we'll be able to assist further!

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