Has anyone put together documents to employees when rolling out Expensify?

Monet

I am new to the Expensify experience. I have set up the account for my company and have to come up with documents to introduce Expensify to my company. Has anyone done this and if so, can you pass along what you rolled out? Thanks.

Michael Haxhiu

Hey Monet, thanks for reaching out with your question.

Here's some top-notch resources I would recommend to introduce your company to Expensify:

Self-paced learning:

• Admin training and resources — step-by-step guide covering the basics of expense reporting for Policy Admins.
• Day 1 for Submitters/Employees — a guide for employees submitting expenses for the first time.
• Day 1 with the Expensify Card — getting started with your new Expensify Card.
• community.expensify.com — searchable resources for best practices and troubleshooting.

Training videos:

• Employee Training covers the ins and outs of getting reimbursed.
• Admin Onboarding will help to increase your knowledge of Expensify setup and administration.

If you have any specific questions, don't hesitate to reach back out to Concierge directly. That's what I'm here for!